AIToday
AI Business & IndustryDIGITIMES AsiaPublished: Aug 21, 2026, 19:03 JST

Cloud giants' AI capex seen hitting record $745B in 2026

Cloud giants' AI capex seen hitting record $745B in 2026

Amazon, Microsoft, Alphabet, and Meta's combined capital expenditures are projected to reach US$745 billion in 2026, according to DIGITIMES research. Volume shipments of 800G switches are ramping, driving growth for network equipment maker Accton.

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