全球八大CSP云服务提供商（阿里巴巴、亚马逊、百度、谷歌、Meta、微软、甲骨文、腾讯）2025年合计资本支出预计突破4200亿美元，约合3万亿元人民币，同比增长61%，相当于2023年与2024年两年总和。据预测，该总额在2026年有望进一步增长24%，超过5200亿美元。各大CSP持续加码AI基础设施投入，普遍采取外购与自研并行策略，扩大对英伟达AI机架解决方案采购的同时，加速自有ASIC芯片...
Source Link全球八大CSP云服务提供商（阿里巴巴、亚马逊、百度、谷歌、Meta、微软、甲骨文、腾讯）2025年合计资本支出预计突破4200亿美元，约合3万亿元人民币，同比增长61%，相当于2023年与2024年两年总和。据预测，该总额在2026年有望进一步增长24%，超过5200亿美元。各大CSP持续加码AI基础设施投入，普遍采取外购与自研并行策略，扩大对英伟达AI机架解决方案采购的同时，加速自有ASIC芯片...
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