一场由AI驱动的、耗资数千亿美元的全球云基建竞赛,正以前所未有的速度升温。 据追风交易台消息,摩根士丹利最新研报大幅上调了对美国四大云服务提供商——亚马逊、谷歌、Meta和微软的资本开支预测。这四家公司在2025年的合并资本开支预计将达到3590亿美元,同比增长57%;2026年将进一步增至4540亿美元,同比增长26%,均显著高于此前的预测。 这一轮“烧钱”竞赛的范围远不止于头部玩家。报告强调,...
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