# 超大规模厂商资本支出持续增长，预计今年达7700亿美元

- 来源：Epoch AI (@EpochAIResearch)
- 发布时间：2026-05-29 03:10
- AIHOT 分数：68
- AIHOT 链接：https://aihot.virxact.com/items/cmppw9nb901n6slm63unrofsh
- 原文链接：https://x.com/EpochAIResearch/status/2060076222873526506

## AI 摘要

超大规模厂商的资本支出在2026年第一季度符合趋势，延续了预计今年支出7700亿美元、2027年超过一万亿美元的轨迹。

## 正文

Hyperscaler capital expenditures came in on trend in Q1 2026， continuing the trajectory that projects them spending $770 billion this year and over a trillion dollars in 2027.

### 引用推文

> Epoch AI：Driven by investments in AI, hyperscaler capital expenditures have grown 70% per year since the release of GPT-4, nearing half a trillion dollars in total durin...