TrendForce上修全球八大CSP资本支出预测

DoNews
Nov 08

TrendForce集邦咨询上修全球八大云服务供应商(CSP)资本支出预测,预计2025年合计达4306亿美元,同比增长65%;2026年将攀升至6020亿美元,增幅40%。此前在2023年10月,该机构预测2025年资本支出为4200亿美元,2026年为5214亿美元。此次上调主要反映阿里巴巴、亚马逊、百度、谷歌、Meta、微软、甲骨文、腾讯等企业在AI基础设施领域的加速投入。资本支出增长将显著...

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