The $660 billion computing power race: The curse and prospects of big tech companies' capital expenditure

2026-02-06 04:05:53

This figure not only surpasses the annual GDP of most countries but also signifies that the AI race has evolved from a software competition of “algorithm models” to a hardcore contest between “physical assets” and “physical laws.” This article mainly discusses the reshaping impact of capital expenditure on the global market and breaks down the most valuable investment chains for the future.

What significant impact does this have on the computing power industry?

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