CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain

, DIGITIMES Asia, Taipei

May 3, 2026, 10:30 0

At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained its already elevated capex levels, the other three — Alphabet, Microsoft, and...

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