---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40305153.md"
description: "$Alphabet(GOOGL.US)【Cathay Haitong Communications】Four Major Cloud Vendors Actively Revise Upwards, Unprecedented Industry Investment Boom 20260430Event: On the morning of April 30th, Google, Microsoft, Meta, and Amazon announced their earnings and held conference calls. The analysis regarding AI demand and investment is summarized as follows: [Gift] Google💎【Quarterly Capital Expenditure】Finance lease Capex $35.674 billion, up 107%+ year-on-year, up 28% quarter-on-quarter.💎【Capital Expenditure Outlook】2026 capital expenditure is expected to increase significantly to $180-$190 billion. [Gift] Microsoft💎【Capital Expenditure】Including finance lease Capex $31.9 billion, up 49.07%+ year-on-year. About 2/3 is for purchasing short-term GPU/CPU assets, with purchases of equipment and assets totaling $30.9 billion.💎【FY26 Capital Expenditure】FY26Q4 capital expenditure is expected to exceed $40 billion, with 2026 capital expenditure expected to be around $190 billion. [Gift] Meta💎【Capital Expenditure】Capex $19.84 billion, YoY 44.90%💎【Full-Year Guidance - Capex】2026 is expected to be $125-$145 billion (revised up from $115-$135 billion). [Gift] Amazon💎【Capital Expenditure】Capex $43.234 billion, up 84.8% year-on-year.💎【Full-Year Guidance - Capex】2026 is expected to remain at $200 billion."
datetime: "2026-04-30T00:19:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40305153.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40305153.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40305153.md)
author: "[无邪885](https://longbridge.com/en/profiles/18333164.md)"
---

# $Alphabet(GOOGL.US)【Cathay Haitong Communications】…


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