(以下内容从开源证券《通信行业周报:海外AI财报总结,巨头加大资本开支,云业务表现亮眼,海外AI发展提速》研报附件原文摘录)海外AI巨头持续上调资本开支,加码AI基础设施建设(1)谷歌:公司2025Q3资本开支为239.53亿美元,同比增长83%,再次上调2025年资本开支指引至910-930亿美金(Q2从750亿美金上调至850亿美金);(2)Meta:预计2025年全年支出将在700亿美元至...
Source Link(以下内容从开源证券《通信行业周报:海外AI财报总结,巨头加大资本开支,云业务表现亮眼,海外AI发展提速》研报附件原文摘录)海外AI巨头持续上调资本开支,加码AI基础设施建设(1)谷歌:公司2025Q3资本开支为239.53亿美元,同比增长83%,再次上调2025年资本开支指引至910-930亿美金(Q2从750亿美金上调至850亿美金);(2)Meta:预计2025年全年支出将在700亿美元至...
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