---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43098967.md"
description: "For me, the next step isn't just about whether Capex will increase further,but about three things:1. Whether enterprise customers continue to expand;2. Whether AWS's growth and profit margins can be maintained;3. When cloud providers' operating cash flow will start to support this round of investment."
datetime: "2026-07-31T01:01:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43098967.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43098967.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43098967.md)
author: "[熊猫校长Ming](https://longbridge.com/en/profiles/16386316.md)"
---

# For me, the next step isn't just about whether Cap…


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