The AI computing power arms race continues to heat up: US stock market’s four tech giants raise their capital spending guidance again, expected to approach $750 billion

Jinse Finance reported that on July 31, despite recent market volatility causing concerns among some investors, leading enterprises have not slowed down the pace of expanding computing power infrastructure. As major US stock market AI giants successively release their mid-year financial reports, Meta, Alphabet, and Amazon have once again raised their capital expenditure guidance for 2026. Currently, the annual capital expenditure cap for the four major US stocks is expected to approach $750 billion, far exceeding last year's total of $455.8 billion. (Cailian Press)