MSFTGOOGAMZN
Review|GOOG\MSFT\AWS: CAPEX上调，2026年终于成为云的加速增长年
Mo
Raised 2026-27 CapEx and surging AI backlogs point to CSP rev acceleration, with AWS re-accelerating post-OpenAI deal.
GOOG
1. GCP加速增长
a) GCP同比增长63%，与我们Preview的完全一致
b) GCP Backlog达到460Bn，几乎环比翻倍
2. CAPEX上调
a) 2026年CAPEX从175B-185B上调到180B-190B
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