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Despite growing market concerns about an "AI (Artificial Intelligence) bubble," several tech giants are resolutely increasing their capital expenditures. This week, Google, Meta, Microsoft, Amazon, and Apple—five of the stock market's "Magnificent Seven" tech giants—successively released their earnings reports for the last quarter. Among them, the three major cloud giants (Google, Microsoft, and Amazon) as well as Meta clearly stated that they will increase capital expenditures, predicting this trend will continue into next year.