[One picture to understand: The total capital expenditure limit of the four major U.S. technology giants in 2026 is expected to exceed US$740 billion] October 30th, currently, the four major technology giants Meta, Microsoft, Alphabet, and Amazon have updated their 2026 capital expenditure expectations in the third financial reporting season. Compared with mid-year expectations, the lower limit of Meta's latest full-year expenditure guidance has been further revised upward. Microsoft has slightly lowered its expenditure forecast, while Alphabet and Amazon's capital expenditure forecasts have remained unchanged. Based on current data, the total capital expenditure limit of the four giants in 2026 is expected to exceed US$740 billion, a significant increase compared with last year's actual total capital expenditure of US$455.8 billion.