CITIC Construction Investment: The four major CSPs in North America raise their capital expenditure forecasts for 2026, firmly optimistic about the computing power industry chain

Mars Finance news: CITIC Construction Investment pointed out that four North American CSP providers have released their Q1 reports, continuing to ramp up capital expenditures. In Q1 2026, the four major North American CSP providers combined for capital expenditures of $131.6 billion, up 70.25% year over year. They expect total capital expenditures for 2026 to reach $710 billion, with high growth still expected in 2027. The four North American cloud giants have collectively raised their 2026 capital expenditure forecasts and also hold a positive outlook for 2027 overall, suggesting that the peak period for building computing power infrastructure has not yet been reached. CITIC Construction Investment is firmly bullish on the entire AI industry chain, especially the AI compute power industry chain.