大型科技公司预计2026年将向人工智能基础设施投入6500亿美元

Artificial intelligence spending is no longer a side bet inside Big Tech balance sheets. It is becoming the balance sheet. According to analysis from Bridgewater Associates, U.S. technology giants are expected to invest roughly $650 billion in AI-related infrastructure in 2026, a dramatic increase from approximately $410 billion in 2025. That nearly 60% jump signals that AI has moved from experimental phase to full industrial buildout. The companies at the center of this expansion include Alphabet, Amazon, Meta, and Microsoft. Together, they dominate global cloud infrastructure, enterprise software, digital advertising, and consumer platforms. Now they are also driving what some analysts describe as the largest concentrated capital deployment in modern tech history. …