Mega 3 ER CapEx

来源: 2025-10-29 14:20:17 [博客] [旧帖] [给我悄悄话] 本文已被阅读:

Google: $91 billion to $93 billion, up from around $85 billion previously

Meta: $70 billion to $72 billion, up from a range of $66 billion to $72 billion previously and above the estimate $69.3 billion

MSFT: I only see Q3 data. Q3 CapEx $34.9 billion, up from $24 billion in the preceding quarter