Rohan Paul@rohanpaul_ai · X到2027年，Alphabet、Amazon、Meta、Microsoft和Oracle五家公司AI资本支出预计达美国GDP的3.2%（约1.1万亿美元），首次超过国防支出（约2.7%）。增速从2025年的1.5%升至2026年的2.5%，2027年达3.2%。2026年五家公司AI CapEx预计超8000亿美元。这一规模足以显著影响美国GDP增长、电力需求、芯片供应、建筑活动、企业债务市场和劳动力市场。
By 2027， just 5 companies， Alphabet， Amazon， Meta， Microsoft， and Oracle， are expected to spend around 3.2% of US GDP on AI capital expenditure.
That would put private AI infrastructure spending above US national defense spending， which is expected to be around 2.7% of GDP.
The AI race is now being funded at a scale normally associated with governments， wars， energy systems， railroads， highways， and telecom buildouts.
The striking part is the speed. AI capex is expected to jump from about 1.5% of GDP in 2025 to about 2.5% in 2026， then to 3.2% in 2027.