AI需求是否足以证明基础设施投资的合理性?

英为财情
Jun 29, 2025

Investing.com - OpenAI、微软(NASDAQ:MSFT)、Meta(NASDAQ:META)和Google(NASDAQ:GOOGL)快速构建AI基础设施的行动引发了质疑:需求是否足够强劲,能否证明2025年预计超过4000亿美元的AI资本支出合理性——以及行业是否面临过度建设的风险。 瑞银(UBS)分析师确定了AI需求的三大支柱——模型训练、面向消费者的推理和企业应用。 该...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10