四大科技巨头今年最多砸7450亿美元，AI开始比谁先赚钱

2026-07-31 12:47

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ChainThink 消息，7 月 31 日，按最新指引上限计算，微软、谷歌、亚马逊和 Meta 今年资本开支合计最高可达 7450 亿美元，资金主要投向芯片、服务器、数据中心和网络。

云服务是目前最先体现 AI 收入的业务。Azure、AWS 和 Google Cloud 收入分别增长 43%、37% 和 82%；

亚马逊称，其生成式 AI 服务和自研芯片业务年化收入均已超过 250 亿美元。微软的 Microsoft 365 Copilot 付费席位超过 3000 万，净新增席位环比翻倍。

Meta 广告收入增长 27%，但季度资本开支达 311 亿美元，自由现金流降至 7.84 亿美元，其 AI 投入目前仍主要依靠广告业务回收。市场开始更关注 AI 投入后的现金回报。

微软和亚马逊财报后股价上涨；Alphabet 虽云业务增长明显，但资本开支和现金流引发担忧；Meta 则面临利润下滑、现金流锐减和 AI 支出上升，财报后跌幅更大。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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