Nine Major Cloud Providers Raise 2026 Capex Guidance to $830 Billion

According to TrendForce, nine major cloud service providers—Google, Amazon Web Services, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba, and Baidu—have raised their combined 2026 capital expenditure guidance to approximately $830 billion, driven by strong AI demand. The year-over-year growth rate has been revised upward from 61% to 79%.

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