Morgan Stanley said on August 25 that the five hyperscale cloud service providers, Alphabet, Amazon, Meta, Microsoft, and Oracle, as well as Nvidia and Broadcom, have committed more than 3.1 trillion US dollars in total through guarantees, leases, and other forms of financial support to help other companies advance AI infrastructure spending. Among them, Alphabet's commitment scale was the largest, reaching 890 billion US dollars, mainly involving procurement commitments.

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