# 超大规模厂商明年资本支出或超万亿美元

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-08-25 22:01
- AIHOT 分数：52
- AIHOT 链接：https://aihot.virxact.com/items/cmt8r2pid3lsqro73fbersv89
- 原文链接：https://x.com/SemiAnalysis_/status/2092250939096760743

## AI 摘要

我们看到超大规模厂商在资本上投入了大量资金。

他们正在购买土地、购买大量设备、在全球各地雇佣建筑承包商，而这笔投入明年将达到或超过一万亿美元的资本支出。

## 正文

We've seen the hyperscalers pour a ton of money into capital.

They're buying land, they're buying a ton of equipment, they're hiring construction contractors all over the world, and this is to the tune of a trillion dollars of CapEx or more next year.