AI investment is becoming the core of a new round of capital expenditure for American enterprises. Alphabet, Amazon, Meta, Microsoft, and Oracle are expected to spend approximately $1.1 trillion on AI capital expenditure by 2027, accounting for 3.2% of U.S. GDP, surpassing defense spending for the first time. In terms of trends, tech giants are entering a new "arms race," with computing power, data centers, and AI infrastructure remaining the most certain areas of investment in the coming years.

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