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CSPs ramp up AI capex as supply chain gains confidence

Aaron Lee, Taipei; Charlene Chen, DIGITIMES Asia Sunday 1 February 2026 0

Credit: DIGITIMES

The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while Microsoft is also increasing its spending significantly. Unlike consumer...

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