硅谷居士搬运号
清华本科，美国计算机博士，硅谷软件工程师兼经理。兴趣包括开发软件、投资理财、健身、写作。
X平台上唯一的“硅谷居士”号。
小红书号、脸书号、文学城号：硅谷居士。
0 Following
947 Followers
743 Liked
30 Shared
Posts
Robinhood has officially disclosed its fourth quarter performance report. In terms of financial data, the company's revenue for the quarter surged to $1.28 billion, achieving a year-on-year growth of 27%; operating profit also performed strongly, reaching $630 million, with a year-on-year increase of 38%. On the business front, Gold membership services grew rapidly, with the number of users skyrocketing by 58%, totaling 4.2 million. Additionally, average revenue per user increased by 16%, amounting to $191. Based on this figure, the platform currently has approximately 6.7 million active users.
Tech giants are starting a lending model, and the arms race in the AI field is in full swing.
In order to establish a leading position in the artificial intelligence race, major tech companies are actively raising "ammunition" through the bond market. Taking Oracle as an example, the company has set its bond issuance target for this year at 50 billion USD. As part of this grand plan, Oracle has recently completed 25 billion USD in medium- to long-term bond financing to fully support its AI investment layout.
Following closely is Google, which announced today a bond issuance plan of 20 billion USD, aimed at raising more funds for its AI business. Notably, the bonds issued by Google have a very long term, reaching up to 100 years, a time span that far exceeds the 30-year limit of U.S. Treasury bonds.
In addition, other industry giants like Microsoft are also not willing to fall behind, similarly choosing to heavily bet on AI through bond issuance. It is clear that for these AI giants, this intense arms race has just taken its first step.
In order to establish a leading position in the artificial intelligence race, major tech companies are actively raising "ammunition" through the bond market. Taking Oracle as an example, the company has set its bond issuance target for this year at 50 billion USD. As part of this grand plan, Oracle has recently completed 25 billion USD in medium- to long-term bond financing to fully support its AI investment layout.
Following closely is Google, which announced today a bond issuance plan of 20 billion USD, aimed at raising more funds for its AI business. Notably, the bonds issued by Google have a very long term, reaching up to 100 years, a time span that far exceeds the 30-year limit of U.S. Treasury bonds.
In addition, other industry giants like Microsoft are also not willing to fall behind, similarly choosing to heavily bet on AI through bond issuance. It is clear that for these AI giants, this intense arms race has just taken its first step.
Is the cryptocurrency market experiencing a massive wave of investor withdrawals?
The latest statistics from Bloomberg reveal a striking market phenomenon: on just February 5, 2026, over $740 million was withdrawn from approximately 140 cryptocurrency-themed ETFs. If we extend the observation timeframe to the past three months, the cumulative net outflow from these ETFs is approaching $4 billion.
As for the cost factors contributing to this situation, we can refer to data provided by CryptoQuant. Currently, the average entry cost for U.S. spot Bitcoin ETF holders is approximately $84,000 per coin. However, with a market price of $70,000 on February 9, 2026, many investors are in a state of loss, with an average unrealized loss of about 17%.
This trend of large-scale capital exit may suggest that the deeper structure of the cryptocurrency market is undergoing significant changes, while also reflecting that a considerable portion of market participants' confidence in this field is wavering, and their original patience is gradually wearing thin.
In light of the current market environment, I wonder how the investment performance of our readers is faring. What is your average annualized return? Do you still hold a firm belief in the long-term development of digital assets? I look forward to seeing your insightful opinions and shares in the comments section.
The latest statistics from Bloomberg reveal a striking market phenomenon: on just February 5, 2026, over $740 million was withdrawn from approximately 140 cryptocurrency-themed ETFs. If we extend the observation timeframe to the past three months, the cumulative net outflow from these ETFs is approaching $4 billion.
As for the cost factors contributing to this situation, we can refer to data provided by CryptoQuant. Currently, the average entry cost for U.S. spot Bitcoin ETF holders is approximately $84,000 per coin. However, with a market price of $70,000 on February 9, 2026, many investors are in a state of loss, with an average unrealized loss of about 17%.
This trend of large-scale capital exit may suggest that the deeper structure of the cryptocurrency market is undergoing significant changes, while also reflecting that a considerable portion of market participants' confidence in this field is wavering, and their original patience is gradually wearing thin.
In light of the current market environment, I wonder how the investment performance of our readers is faring. What is your average annualized return? Do you still hold a firm belief in the long-term development of digital assets? I look forward to seeing your insightful opinions and shares in the comments section.
Have people ever wondered where the gold mined globally ultimately goes? By breaking down the data, we discovered a phenomenon that breaks conventional understanding: the largest proportion of gold destinations is not the jewelry industry, but the investment sector.
Specifically, data shows that as much as 43% of gold takes the form of bullion, coins, or ETFs and becomes investment targets; in contrast, the gold used for making jewelry accounts for 33%, that held by central banks is 17%, and only 6% is applied in the technology industry.
If we classify jewelry and technology as substantive physical uses, then the combined proportion of this part is only 39%. In other words, the vast majority of gold has actually entered the investment market or is locked in the vaults of central banks. Based on this distribution pattern, we can clearly state: there is no supply shortage in the gold market. Correspondingly, the fluctuations in gold prices are actually almost unrelated to the balance of physical supply and demand.
Specifically, data shows that as much as 43% of gold takes the form of bullion, coins, or ETFs and becomes investment targets; in contrast, the gold used for making jewelry accounts for 33%, that held by central banks is 17%, and only 6% is applied in the technology industry.
If we classify jewelry and technology as substantive physical uses, then the combined proportion of this part is only 39%. In other words, the vast majority of gold has actually entered the investment market or is locked in the vaults of central banks. Based on this distribution pattern, we can clearly state: there is no supply shortage in the gold market. Correspondingly, the fluctuations in gold prices are actually almost unrelated to the balance of physical supply and demand.
Everyone might as well delve into which fields the gold mined globally ultimately flows into. According to detailed allocation data, gold used for investment purposes occupies the largest market share, reaching as high as 43%, which includes various forms such as coins, gold bars, and ETFs. Following closely is the jewelry manufacturing industry, which consumes 33% of the gold resources. In addition, central bank reserves account for 17%, while only 6% of gold is applied in the technology industry.
It is evident that the primary use of gold is not for making decorative items, but rather as an asset entering the financial investment market. If we consider jewelry manufacturing and technology applications as the actual consumption pathways for gold, then the total of these two combined is only 39%. This means that the vast majority of gold actually flows into the reserves of central banks and various investment channels.
Therefore, it can be seen that there is fundamentally no so-called supply shortage issue in the gold market. We can also infer from this that the fluctuations in gold prices are almost entirely unrelated to the balance of physical supply and demand.
It is evident that the primary use of gold is not for making decorative items, but rather as an asset entering the financial investment market. If we consider jewelry manufacturing and technology applications as the actual consumption pathways for gold, then the total of these two combined is only 39%. This means that the vast majority of gold actually flows into the reserves of central banks and various investment channels.
Therefore, it can be seen that there is fundamentally no so-called supply shortage issue in the gold market. We can also infer from this that the fluctuations in gold prices are almost entirely unrelated to the balance of physical supply and demand.
Have people ever wondered where the gold that has been mined globally actually goes?
By analyzing the data, we can observe an interesting phenomenon: the main destination of gold is not the jewelry making that people are familiar with, but rather it has entered the investment field. The specific distribution ratio is as follows: investment purposes (including bullion, coins, ETFs, etc.) account for 43% of the share; the jewelry industry accounts for 33%; central bank holdings account for 17%; and only 6% is applied in technical fields.
From another perspective, the gold that is actually used for jewelry and technical research and development only accounts for 39% in total. This means that the vast majority of gold resources have actually flowed into the investment market and the reserves of central banks in various countries.
Based on this fact, we can clarify one point: there is no situation of insufficient supply of gold. This also further explains that the fluctuations in gold prices are actually almost unrelated to the balance of supply and demand.
By analyzing the data, we can observe an interesting phenomenon: the main destination of gold is not the jewelry making that people are familiar with, but rather it has entered the investment field. The specific distribution ratio is as follows: investment purposes (including bullion, coins, ETFs, etc.) account for 43% of the share; the jewelry industry accounts for 33%; central bank holdings account for 17%; and only 6% is applied in technical fields.
From another perspective, the gold that is actually used for jewelry and technical research and development only accounts for 39% in total. This means that the vast majority of gold resources have actually flowed into the investment market and the reserves of central banks in various countries.
Based on this fact, we can clarify one point: there is no situation of insufficient supply of gold. This also further explains that the fluctuations in gold prices are actually almost unrelated to the balance of supply and demand.
Have you ever wondered where the gold mined globally ultimately flows to?
Let's take a look at the specific data distribution. Surprisingly, the largest destination for gold is not the jewelry we commonly see, but rather the investment sector. Specific data shows that as much as 43% of gold is used for investment channels such as bullion, coins, and ETFs, while central banks have absorbed 17% of the share.
In contrast, the proportion of gold used for making jewelry is 33%, and the application in technology accounts for only 6%. If we combine the two categories of jewelry and technology that have practical application value, the total proportion is actually only 39%. This means that the vast majority of gold ultimately flows into the investment market or becomes reserve assets for central banks.
From this, we can draw a conclusion: there is no issue of supply shortage for gold. This also explains why the fluctuations in gold prices are almost not directly related to the traditional supply and demand balance.
Let's take a look at the specific data distribution. Surprisingly, the largest destination for gold is not the jewelry we commonly see, but rather the investment sector. Specific data shows that as much as 43% of gold is used for investment channels such as bullion, coins, and ETFs, while central banks have absorbed 17% of the share.
In contrast, the proportion of gold used for making jewelry is 33%, and the application in technology accounts for only 6%. If we combine the two categories of jewelry and technology that have practical application value, the total proportion is actually only 39%. This means that the vast majority of gold ultimately flows into the investment market or becomes reserve assets for central banks.
From this, we can draw a conclusion: there is no issue of supply shortage for gold. This also explains why the fluctuations in gold prices are almost not directly related to the traditional supply and demand balance.
Are people curious about where the gold mined globally ultimately ends up? According to detailed statistical data, the specific distribution of this gold is as follows: the investment sector (including forms such as gold bars, coins, and ETFs) accounts for 43%; the jewelry industry accounts for 33%; central bank reserves absorb 17%; and only 6% is applied in the technology industry.
Through these numbers, it is not difficult to see that the largest destination for gold is not the jewelry manufacturing we commonly see, but rather it is primarily incorporated into the investment market. If we classify jewelry and technology as actual application scenarios for gold, this portion only adds up to 39%. In fact, the vast majority of gold ultimately enters various investment channels or is deposited in the reserve vaults of central banks.
From this, we can draw a clear conclusion: there is no supply shortage issue with gold itself. This also explains why the fluctuations in gold prices are almost not directly related to the supply and demand balance at the physical level.
Through these numbers, it is not difficult to see that the largest destination for gold is not the jewelry manufacturing we commonly see, but rather it is primarily incorporated into the investment market. If we classify jewelry and technology as actual application scenarios for gold, this portion only adds up to 39%. In fact, the vast majority of gold ultimately enters various investment channels or is deposited in the reserve vaults of central banks.
From this, we can draw a clear conclusion: there is no supply shortage issue with gold itself. This also explains why the fluctuations in gold prices are almost not directly related to the supply and demand balance at the physical level.
Have you ever wondered where all the gold mined globally ultimately ends up? Many people might think that gold is primarily used to create various exquisite jewelry, but the reality may surprise you, as the largest share actually goes to the investment market.
From specific data, gold bars, coins, and ETFs account for 43% of the total, maintaining the top position. Following closely is the jewelry industry, which accounts for 33%. Additionally, central banks hold 17% of the gold, while the share used in technology is only 6%.
From another perspective, the proportion that truly reflects the actual use of gold in jewelry making and technology totals only 39%. This means that the vast majority of gold has actually entered the investment circulation field or been stored in the central banks' vaults. Based on this distribution structure, we can make one thing clear: there is no issue of insufficient gold supply. Correspondingly, fluctuations in gold prices are actually almost unrelated to the traditional concept of supply and demand balance.
From specific data, gold bars, coins, and ETFs account for 43% of the total, maintaining the top position. Following closely is the jewelry industry, which accounts for 33%. Additionally, central banks hold 17% of the gold, while the share used in technology is only 6%.
From another perspective, the proportion that truly reflects the actual use of gold in jewelry making and technology totals only 39%. This means that the vast majority of gold has actually entered the investment circulation field or been stored in the central banks' vaults. Based on this distribution structure, we can make one thing clear: there is no issue of insufficient gold supply. Correspondingly, fluctuations in gold prices are actually almost unrelated to the traditional concept of supply and demand balance.
Overview of the Leading Gold Producing Countries in 2025
In 2025, the list of countries exhibiting the strongest performance in global gold production has been finalized. The top ten gold producing countries are as follows:
In first place is China, followed by Russia and Australia in second and third place respectively. The fourth to tenth places are occupied by Canada, the United States, Ghana, Mexico, Indonesia, Peru, and Uzbekistan.
In 2025, the list of countries exhibiting the strongest performance in global gold production has been finalized. The top ten gold producing countries are as follows:
In first place is China, followed by Russia and Australia in second and third place respectively. The fourth to tenth places are occupied by Canada, the United States, Ghana, Mexico, Indonesia, Peru, and Uzbekistan.
Everyone is paying attention to the future trend of the silver market. When it comes to the countries with the richest global silver reserves, the top five are Peru, Australia, Russia, China, and Poland.
Looking ahead to 2025, global silver production is expected to be around 830 million ounces. This figure represents a 7% decrease compared to the historical peak in 2016. Meanwhile, the supply gap facing the market in 2025 is expected to be about 110 million ounces. https://t.co/zkpW50EQIz
As silver prices rise rapidly, the consumption demand for non-essential items such as jewelry is bound to be suppressed. Not only that, but the industrial manufacturing sector may also turn to seek alternative materials.
In my opinion, the recent fluctuations in the market seem quite irrational. I believe that silver prices will eventually return to a rational range, stabilizing at a level of $60 to $80 per ounce.
Looking ahead to 2025, global silver production is expected to be around 830 million ounces. This figure represents a 7% decrease compared to the historical peak in 2016. Meanwhile, the supply gap facing the market in 2025 is expected to be about 110 million ounces. https://t.co/zkpW50EQIz
As silver prices rise rapidly, the consumption demand for non-essential items such as jewelry is bound to be suppressed. Not only that, but the industrial manufacturing sector may also turn to seek alternative materials.
In my opinion, the recent fluctuations in the market seem quite irrational. I believe that silver prices will eventually return to a rational range, stabilizing at a level of $60 to $80 per ounce.
Let us sort out the distribution pattern of global silver reserves. The top five countries with the richest silver reserves are: Peru, Australia, Russia, China, and Poland.
Looking ahead to the market data for 2025, the total global silver production is expected to be approximately 830 million ounces. This figure represents a 7% decline compared to the historical high reached in 2016. Meanwhile, the market supply gap for 2025 is expected to reach around 110 million ounces.
https://t.co/zkpW50EQIz
It is worth noting that the sharp rise in silver prices will inevitably dampen consumer enthusiasm for non-essential goods, with products such as jewelry being the first to be affected. In addition, the industrial production sector is also likely to turn to seek alternative materials as a result.
In my personal opinion, the recent surge in prices seems irrational. I believe that silver prices will eventually return to a more reasonable range, such as $60 to $80 per ounce.
Looking ahead to the market data for 2025, the total global silver production is expected to be approximately 830 million ounces. This figure represents a 7% decline compared to the historical high reached in 2016. Meanwhile, the market supply gap for 2025 is expected to reach around 110 million ounces.
https://t.co/zkpW50EQIz
It is worth noting that the sharp rise in silver prices will inevitably dampen consumer enthusiasm for non-essential goods, with products such as jewelry being the first to be affected. In addition, the industrial production sector is also likely to turn to seek alternative materials as a result.
In my personal opinion, the recent surge in prices seems irrational. I believe that silver prices will eventually return to a more reasonable range, such as $60 to $80 per ounce.
Which funds can benefit the most from the wave of artificial intelligence?
Looking back over the past decade, the rapid rise of artificial intelligence technology has greatly boosted the investment returns in the information technology and semiconductor industries, making them far ahead among various asset classes. It should be noted that, from an industry classification perspective, the semiconductor industry itself is an important branch of the information technology sector.
After in-depth analysis, I believe that the development of AI is mainly beneficial to the following types of funds: Nasdaq 100 index funds (such as QQQ and QQQM), information technology sector funds (such as VGT), and semiconductor sector funds (such as SOXX and SMH).
From the specific data of the past 10 years, the annualized return of the S&P 500 index is 16.0%. In contrast, the performance of the Nasdaq 100 index is even more impressive, with an annualized return of 21.3%. The annualized return of the information technology fund VGT has reached 24.0%, which is 8% higher than that of the S&P 500 index.
In the semiconductor field, the performance of related funds is particularly remarkable. Among them, the annualized return of SMH has reached 34.1%, exceeding the S&P 500 index by 18%. Another semiconductor fund, SOXX, also performed well, achieving an annualized return of 31.0%, which is 15% higher than the S&P 500 index.
Looking back over the past decade, the rapid rise of artificial intelligence technology has greatly boosted the investment returns in the information technology and semiconductor industries, making them far ahead among various asset classes. It should be noted that, from an industry classification perspective, the semiconductor industry itself is an important branch of the information technology sector.
After in-depth analysis, I believe that the development of AI is mainly beneficial to the following types of funds: Nasdaq 100 index funds (such as QQQ and QQQM), information technology sector funds (such as VGT), and semiconductor sector funds (such as SOXX and SMH).
From the specific data of the past 10 years, the annualized return of the S&P 500 index is 16.0%. In contrast, the performance of the Nasdaq 100 index is even more impressive, with an annualized return of 21.3%. The annualized return of the information technology fund VGT has reached 24.0%, which is 8% higher than that of the S&P 500 index.
In the semiconductor field, the performance of related funds is particularly remarkable. Among them, the annualized return of SMH has reached 34.1%, exceeding the S&P 500 index by 18%. Another semiconductor fund, SOXX, also performed well, achieving an annualized return of 31.0%, which is 15% higher than the S&P 500 index.
Exploring High-Quality Sector Funds Driven by the Wave of Artificial Intelligence
Looking back at the market history of the past decade, the rapid rise of artificial intelligence technology has become the core engine driving market returns, leading to significant outperformance in the information technology sector and the semiconductor sector. From an industry classification perspective, semiconductors are actually an important branch under the information technology sector.
Based on my in-depth analysis, the development trend of artificial intelligence mainly benefits the following types of funds: first, information technology sector funds, such as VGT; second, Nasdaq 100 index funds, with representative products including QQQM and QQQ; and finally, semiconductor sector funds, such as SMH and SOXX.
We can compare the investment returns using specific data from the past 10 years. The S&P 500 index, which serves as the market benchmark, has an annualized return of 16.0%, while the Nasdaq 100 index, which has a stronger technology orientation, has achieved an annualized return of 21.3%. Further looking at it, VGT has an annualized return of 24.0%, which is 8% higher than the S&P 500 index.
In the semiconductor field, the returns of the funds are even more astonishing. The semiconductor sector fund SMH achieved an impressive annualized return of 34.1%, surpassing the S&P 500 index by 18%. Another fund in the same field, SOXX, also performed well, recording an annualized return of 31.0%, which is 15% higher than the S&P 500 index.
Looking back at the market history of the past decade, the rapid rise of artificial intelligence technology has become the core engine driving market returns, leading to significant outperformance in the information technology sector and the semiconductor sector. From an industry classification perspective, semiconductors are actually an important branch under the information technology sector.
Based on my in-depth analysis, the development trend of artificial intelligence mainly benefits the following types of funds: first, information technology sector funds, such as VGT; second, Nasdaq 100 index funds, with representative products including QQQM and QQQ; and finally, semiconductor sector funds, such as SMH and SOXX.
We can compare the investment returns using specific data from the past 10 years. The S&P 500 index, which serves as the market benchmark, has an annualized return of 16.0%, while the Nasdaq 100 index, which has a stronger technology orientation, has achieved an annualized return of 21.3%. Further looking at it, VGT has an annualized return of 24.0%, which is 8% higher than the S&P 500 index.
In the semiconductor field, the returns of the funds are even more astonishing. The semiconductor sector fund SMH achieved an impressive annualized return of 34.1%, surpassing the S&P 500 index by 18%. Another fund in the same field, SOXX, also performed well, recording an annualized return of 31.0%, which is 15% higher than the S&P 500 index.
Selected Fund Investment Guide in the Wave of Artificial Intelligence
With the rapid evolution of artificial intelligence over the past decade, the information technology sector and its semiconductor sub-sector have shown astonishing growth potential, with performance that other industries cannot match.
For investors looking to position themselves in the AI sector, I recommend focusing on three major categories of funds: first, information technology sector funds, such as VGT; second, broader Nasdaq 100 index funds, like QQQM and QQQ; third, vertical sector semiconductor funds, including SMH and SOXX.
From the specific return data of the last 10 years, the S&P 500 index has an annualized return of 16.0%, while the Nasdaq 100 index stands at 21.3%. In contrast, VGT stands out with an annualized return of 24.0%, exceeding the S&P 500 by 8% in excess returns.
In the semiconductor sector, funds have performed even stronger. SMH has an annualized return as high as 34.1%, not only leading the market but also exceeding the S&P 500 index by 18%. In addition, SOXX has also performed well, achieving an annualized return of 31.0%, exceeding the S&P 500 index by 15.
With the rapid evolution of artificial intelligence over the past decade, the information technology sector and its semiconductor sub-sector have shown astonishing growth potential, with performance that other industries cannot match.
For investors looking to position themselves in the AI sector, I recommend focusing on three major categories of funds: first, information technology sector funds, such as VGT; second, broader Nasdaq 100 index funds, like QQQM and QQQ; third, vertical sector semiconductor funds, including SMH and SOXX.
From the specific return data of the last 10 years, the S&P 500 index has an annualized return of 16.0%, while the Nasdaq 100 index stands at 21.3%. In contrast, VGT stands out with an annualized return of 24.0%, exceeding the S&P 500 by 8% in excess returns.
In the semiconductor sector, funds have performed even stronger. SMH has an annualized return as high as 34.1%, not only leading the market but also exceeding the S&P 500 index by 18%. In addition, SOXX has also performed well, achieving an annualized return of 31.0%, exceeding the S&P 500 index by 15.
The Dow Jones Index Enters the 50,000 Point Era
February 6, 2026, is destined to be a remarkable date in the history of the US stock market, as market sentiment soared and major indices achieved significant gains. The most shocking was the Dow Jones Index, which not only gained 2.47% but also historically crossed the 50,000 point threshold for the first time, setting an unprecedented new high. Meanwhile, the S&P 500 Index and the Nasdaq 100 Index followed closely behind, recording gains of 1.97% and 2.15%, respectively, witnessing this extraordinary market performance together.
February 6, 2026, is destined to be a remarkable date in the history of the US stock market, as market sentiment soared and major indices achieved significant gains. The most shocking was the Dow Jones Index, which not only gained 2.47% but also historically crossed the 50,000 point threshold for the first time, setting an unprecedented new high. Meanwhile, the S&P 500 Index and the Nasdaq 100 Index followed closely behind, recording gains of 1.97% and 2.15%, respectively, witnessing this extraordinary market performance together.
Major technology companies in the United States are making significant investments in the field of artificial intelligence.
According to currently available public data, looking ahead to 2026, capital expenditures from top U.S. technology companies are expected to see a significant increase of about 50%.
The main destinations for this massive amount of funding can be divided into two categories: on one hand, it is used for the infrastructure development of data centers, and on the other hand, it is used for the procurement of chips and various devices related to artificial intelligence. This trend undoubtedly constitutes a substantial boon for the semiconductor industry and the broader information technology sector.
The following lists several technology giants with the highest total capital expenditure budgets:
Amazon $200 billion
Google $180 billion
META $125 billion
Microsoft $110 billion
Oracle $50 billion
From the above data, it is not difficult to see that these industry giants have very high expectations for the future development of AI technology.
If you also agree with the development prospects of artificial intelligence, you might consider paying appropriate attention to the NASDAQ 100 index fund or related funds in the information technology sector in your investment portfolio.
According to currently available public data, looking ahead to 2026, capital expenditures from top U.S. technology companies are expected to see a significant increase of about 50%.
The main destinations for this massive amount of funding can be divided into two categories: on one hand, it is used for the infrastructure development of data centers, and on the other hand, it is used for the procurement of chips and various devices related to artificial intelligence. This trend undoubtedly constitutes a substantial boon for the semiconductor industry and the broader information technology sector.
The following lists several technology giants with the highest total capital expenditure budgets:
Amazon $200 billion
Google $180 billion
META $125 billion
Microsoft $110 billion
Oracle $50 billion
From the above data, it is not difficult to see that these industry giants have very high expectations for the future development of AI technology.
If you also agree with the development prospects of artificial intelligence, you might consider paying appropriate attention to the NASDAQ 100 index fund or related funds in the information technology sector in your investment portfolio.
Leading companies in the American technology industry are significantly ramping up their investments in the field of artificial intelligence.
Based on existing public information analysis, it is expected that by 2026, the capital expenditures of these American tech giants will see a remarkable growth of about 50%.
The major destinations for this enormous funding are already quite clear: on one hand, it will be used to build data centers, and on the other hand, it will be used to purchase AI-related chips and various equipment. This is undoubtedly an extremely positive piece of news for the semiconductor industry and the overall information technology sector.
Below, we have listed several technology companies with the largest capital expenditure scales and their budget situations:
Amazon $200 billion
Google $180 billion
META $125 billion
Microsoft $110 billion
Oracle $50 billion
From this data, it is not difficult to see that these tech giants are not only confident about the future development prospects of AI but also have high expectations.
Based on existing public information analysis, it is expected that by 2026, the capital expenditures of these American tech giants will see a remarkable growth of about 50%.
The major destinations for this enormous funding are already quite clear: on one hand, it will be used to build data centers, and on the other hand, it will be used to purchase AI-related chips and various equipment. This is undoubtedly an extremely positive piece of news for the semiconductor industry and the overall information technology sector.
Below, we have listed several technology companies with the largest capital expenditure scales and their budget situations:
Amazon $200 billion
Google $180 billion
META $125 billion
Microsoft $110 billion
Oracle $50 billion
From this data, it is not difficult to see that these tech giants are not only confident about the future development prospects of AI but also have high expectations.
American technology leading companies are igniting a wave of investment in artificial intelligence.
Based on current public data analysis, it is estimated that by 2026, the capital expenditure of major American tech giants will see significant growth, with an increase of about 50%.
The main flow of this huge investment is divided into two parts: one is for infrastructure construction of data centers, and the other is for the purchase of chips and equipment related to AI technology. This is undoubtedly a very significant positive news for the semiconductor industry and the broader information technology sector.
The following lists the technology companies with the largest planned capital expenditure and their specific amounts:
Company Planned Capital Expenditure
Amazon $200 billion
Google $180 billion
META $125 billion
Microsoft $110 billion
Oracle $50 billion
Based on current public data analysis, it is estimated that by 2026, the capital expenditure of major American tech giants will see significant growth, with an increase of about 50%.
The main flow of this huge investment is divided into two parts: one is for infrastructure construction of data centers, and the other is for the purchase of chips and equipment related to AI technology. This is undoubtedly a very significant positive news for the semiconductor industry and the broader information technology sector.
The following lists the technology companies with the largest planned capital expenditure and their specific amounts:
Company Planned Capital Expenditure
Amazon $200 billion
Google $180 billion
META $125 billion
Microsoft $110 billion
Oracle $50 billion
The official stance has been reiterated: Virtual currencies are classified as illegal
On February 6, 2026, to strengthen the management and disposal of virtual currencies and their derivative risks, the People's Bank of China, in conjunction with seven other departments, issued an important notice.
The document elaborates on the attributes of virtual currencies, pointing out that their legal status cannot be equated with that of legal tender. Virtual assets such as Ether and Bitcoin are essentially not issued by monetary authorities and exist in digital form relying on technologies like distributed ledgers and cryptographic computations. Therefore, they do not possess the ability to be used as legal tender and are explicitly prohibited from circulating or being used as currency in the market.
The notice also emphasizes that all businesses involving virtual currencies are defined as illegal financial activities, and the state maintains a zero-tolerance attitude, resolutely cracking down and strictly prohibiting such activities. Furthermore, the regulatory scope also covers overseas operations, and no overseas individuals or entities are allowed to provide such services to targets within China through any channels.
For friends in the country, if you are currently involved in these defined "illegal" investments or cryptocurrency trading, are you concerned about the potential asset security risks and legal implications?
On February 6, 2026, to strengthen the management and disposal of virtual currencies and their derivative risks, the People's Bank of China, in conjunction with seven other departments, issued an important notice.
The document elaborates on the attributes of virtual currencies, pointing out that their legal status cannot be equated with that of legal tender. Virtual assets such as Ether and Bitcoin are essentially not issued by monetary authorities and exist in digital form relying on technologies like distributed ledgers and cryptographic computations. Therefore, they do not possess the ability to be used as legal tender and are explicitly prohibited from circulating or being used as currency in the market.
The notice also emphasizes that all businesses involving virtual currencies are defined as illegal financial activities, and the state maintains a zero-tolerance attitude, resolutely cracking down and strictly prohibiting such activities. Furthermore, the regulatory scope also covers overseas operations, and no overseas individuals or entities are allowed to provide such services to targets within China through any channels.
For friends in the country, if you are currently involved in these defined "illegal" investments or cryptocurrency trading, are you concerned about the potential asset security risks and legal implications?
Login to explore more contents