当所有人都在为AI革命狂欢时,一些敏锐的观察者开始担心:这场数据中心建设狂潮会否重演历史上那些以金融危机收场的基础设施泡沫?当前,规模空前的数据中心建设热潮正在重塑美国经济格局,科技巨头的资本支出达到创纪录水平。据《华尔街日报》Chris Mims报道,美股“七巨头”科技公司在最近季度的资本支出总计1025亿美元,几乎全部来自Meta、谷歌、微软和亚马逊。对微软和Meta而言,这一支出已超过其总...
Source Link当所有人都在为AI革命狂欢时,一些敏锐的观察者开始担心:这场数据中心建设狂潮会否重演历史上那些以金融危机收场的基础设施泡沫?当前,规模空前的数据中心建设热潮正在重塑美国经济格局,科技巨头的资本支出达到创纪录水平。据《华尔街日报》Chris Mims报道,美股“七巨头”科技公司在最近季度的资本支出总计1025亿美元,几乎全部来自Meta、谷歌、微软和亚马逊。对微软和Meta而言,这一支出已超过其总...
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