近阶段,华尔街各大投行纷纷上调超大规模云服务提供商(CSP)的资本支出,人工智能(AI)浪潮的竞赛滚滚来袭。报告显示,摩根士丹利的分析师预测,到2027年,AI超大规模云服务提供商的资本支出与销售额比率将达到26%,接近互联网泡沫时期32%的峰值,并超过页岩气开采热潮时期的水平。市场共识认为,2025年、2026年、2027年AI赋能企业的资本支出将分别达4500亿美元、5200亿美元和5400...
Source Link近阶段,华尔街各大投行纷纷上调超大规模云服务提供商(CSP)的资本支出,人工智能(AI)浪潮的竞赛滚滚来袭。报告显示,摩根士丹利的分析师预测,到2027年,AI超大规模云服务提供商的资本支出与销售额比率将达到26%,接近互联网泡沫时期32%的峰值,并超过页岩气开采热潮时期的水平。市场共识认为,2025年、2026年、2027年AI赋能企业的资本支出将分别达4500亿美元、5200亿美元和5400...
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