commerce
shāng yè
商业
global / worldwide
quánqiú
全球
technology / science and technology
kējì
科技
giant / major player
jùtóu
巨头
year 2026
2026 nián
2026年
artificial intelligence
réngōng zhìnéng
人工智能
infrastructure
jīchǔ shèshī
基础设施
expenditure / spending
zhīchū
支出
estimated / projected
yùjì
预计
to exceed / over
chāo
超
$700 billion
7000 yì měiyuán
7000亿美元
according to
jù
据
industry / sector
hángyè
行业
forecast / prediction
yùcè
预测
Microsoft
Wēiruǎn
微软
Google
Gǔgē
谷歌
Meta (parent company of Facebook)
Meta
Meta
and
hé
和
Amazon
Yàmǎxùn
亚马逊
etc. / and others
děng
等
technology / science and technology
kējì
科技
giant / major player
jùtóu
巨头
this year
jīnnián
今年
will (future marker)
jiāng
将
in / on
zài
在
artificial intelligence
réngōng zhìnéng
人工智能
infrastructure
jīchǔ shèshī
基础设施
on / in (prepositional complement)
shàng
上
in total / combined
héjì
合计
to invest / to spend
tóurù
投入
more than / exceeding
yú
逾
$700 billion
7000 yì měiyuán
7000亿美元
analyst
fēnxī shī
分析师
to warn / warning
jǐnggào
警告
electricity / electric power
diànlì
电力
shortage / scarcity
duǎnquē
短缺
and
hé
和
high-end / advanced
gāoduān
高端
chip / semiconductor
xīnpiàn
芯片
supply
gōngyìng
供应
insufficient / lack of
bùzú
不足
will (future marker)
jiāng
将
to become
chéngwéi
成为
to constrain / to restrict
zhìyuē
制约
AI (artificial intelligence abbreviation)
AI
AI
development / growth
fāzhǎn
发展
possessive / attributive particle
de
的
main / major
zhǔyào
主要
bottleneck
píngjǐng
瓶颈
May 1, 2026 at 1:00 PM
according to
jù
据
industry / sector
hángyè
行业
data / figures
shùjù
数据
Microsoft
Wēiruǎn
微软
Google
Gǔgē
谷歌
Meta (parent company of Facebook)
Meta
Meta
and
hé
和
Amazon
Yàmǎxùn
亚马逊
etc. / and others
děng
等
main / major
zhǔyào
主要
technology
kējì
科技
giant / major player
jùtóu
巨头
year 2026
2026 nián
2026年
in / on
zài
在
artificial intelligence
réngōng zhìnéng
人工智能
infrastructure
jīchǔ shèshī
基础设施
on / in (prepositional complement)
shàng
上
possessive / attributive particle
de
的
total spending / total expenditure
zǒng zhīchū
总支出
estimated / projected
yùjì
预计
will (future marker)
jiāng
将
to exceed / to surpass
chāoguò
超过
$700 billion
7000 yì měiyuán
7000亿美元
Microsoft
Wēiruǎn
微软
to announce
xuānbù
宣布
full year / annual
quánnián
全年
capital expenditure / capex
zīběn zhīchū
资本支出
will (future marker)
jiāng
将
to reach / to hit
dá
达
$190 billion
1900 yì měiyuán
1900亿美元
Google
Gǔgē
谷歌
then / on the other hand (formal)
zé
则
to raise / to revise upward
shàngtiáo
上调
full year / annual
quánnián
全年
capital expenditure / capex
zīběn zhīchū
资本支出
expectations / guidance
yùqī
预期
to / up to
zhì
至
$180 billion to $190 billion
1800 yì zhì 1900 yì měiyuán
1800亿至1900亿美元
range / interval
qūjiān
区间
these
zhèxiē
这些
funds / capital
zījīn
资金
mainly / primarily
zhǔyào
主要
to flow toward / directed at
liúxiàng
流向
data center
shùjù zhōngxīn
数据中心
construction / development
jiànshè
建设
AI (artificial intelligence abbreviation)
AI
AI
chip / semiconductor
xīnpiàn
芯片
procurement / purchasing
cǎigòu
采购
as well as / and
yǐjí
以及
electricity / electric power
diànlì
电力
infrastructure
jīchǔ shèshī
基础设施
expansion
kuòzhāng
扩张
analyst
fēnxī shī
分析师
to point out / to note
zhǐchū
指出
although / even though
jǐnguǎn
尽管
various major / each of the large
gè dà
各大
company / companies
gōngsī
公司
investment / input
tóurù
投入
scale / scope
guīmó
规模
unprecedented / unparalleled
kōngqián
空前
but / however
dàn
但
AI (artificial intelligence abbreviation)
AI
AI
infrastructure
jīchǔ shèshī
基础设施
possessive / attributive particle
de
的
return on investment
tóuzī huíbào
投资回报
cycle / period
zhōuqī
周期
still / yet
réng
仍
difficult to / hard to
nányǐ
难以
to predict / to forecast
yùcè
预测
at the same time / meanwhile
yǔ cǐ tóngshí
与此同时
global / worldwide
quánqiú
全球
electricity / electric power
diànlì
电力
shortage / scarcity
duǎnquē
短缺
and
hé
和
high-end / advanced
gāoduān
高端
memory (computing)
nèicún
内存
chip / semiconductor
xīnpiàn
芯片
supply
gōngyìng
供应
insufficient / lack of
bùzú
不足
currently / in the process of
zhèng
正
increasingly / day by day
rìyì
日益
to become
chéngwéi
成为
to constrain / to restrict
zhìyuē
制约
AI (artificial intelligence abbreviation)
AI
AI
computing power / compute capacity
suànlì
算力
expansion
kuòzhāng
扩张
possessive / attributive particle
de
的
key / critical
guānjiàn
关键
bottleneck
píngjǐng
瓶颈
in / on
zài
在
demand side
xūqiú cè
需求侧
super large-scale / hyperscale
chāo dàxíng
超大型
data center
shùjù zhōngxīn
数据中心
operator / provider
yùnyíng shāng
运营商
has already reserved
yǐ jiāng
已将
main / primary
zhǔyào
主要
high-bandwidth memory / HBM
gāo dàikuān nèicún
高带宽内存
production capacity
chǎnnéng
产能
to reserve / to pre-order
yùdìng
预订
to / until
zhì
至
year 2027
2027 nián
2027年
and beyond / after
yǐhòu
以后
industry / the sector
yèjiè
业界
expected / projected
yùjì
预计
this (for large-scale events)
zhè chǎng
这场
with / centered on
yǐ
以
AI (artificial intelligence abbreviation)
AI
AI
as / being
wéi
为
core / center
héxīn
核心
possessive / attributive particle
de
的
capital expenditure / capex
zīběn zhīchū
资本支出
wave / tide
làngcháo
浪潮
will (future marker)
jiāng
将
in / during
zài
在
future
wèilái
未来
several years
shù nián
数年
within
nèi
内
to continue / continuously
chíxù
持续
to drive / to promote
tuīdòng
推动
global / worldwide
quánqiú
全球
semiconductor
bàndǎotǐ
半导体
market
shìchǎng
市场
scale / size
guīmó
规模
rapidly / swiftly
xùnsù
迅速
to expand / to grow
kuòdà
扩大