文|应瑛阿里云25Q2收入增长26%,AI相关产品连续8季度三位数增长,资本开支超预期,将坚定按计划和预期推进3年3800亿元的资本支出目标。本周美股英伟达、Snowflake、Mongodb公布25Q2业绩,均实现收入高速增长,英伟达预计2030年全球AI基础设施的支出规模将达到 3万亿至4万亿美元;Snowflake、Mongodb作为数据库公司,均认为AI落地需要对公司数据进行处理,并实现和...
Source Link文|应瑛阿里云25Q2收入增长26%,AI相关产品连续8季度三位数增长,资本开支超预期,将坚定按计划和预期推进3年3800亿元的资本支出目标。本周美股英伟达、Snowflake、Mongodb公布25Q2业绩,均实现收入高速增长,英伟达预计2030年全球AI基础设施的支出规模将达到 3万亿至4万亿美元;Snowflake、Mongodb作为数据库公司,均认为AI落地需要对公司数据进行处理,并实现和...
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