AI:全球科技浪潮的核心。北美头部云厂商资本开支持续超预期,2025Q3微软、Meta、谷歌、Oracle、亚马逊五家资本开支总计1026.25亿美元,同比增长68%(亚马逊为预测值)。根据彭博一致预期,2025年,北美四大云厂商加oracle资本开支合计4086亿美金,同比+79%;2026年合计5000亿美金,同比+22%。在2025年10月GTC大会上, NVIDIA创始人兼CEO黄仁勋表示...
Source LinkAI:全球科技浪潮的核心。北美头部云厂商资本开支持续超预期,2025Q3微软、Meta、谷歌、Oracle、亚马逊五家资本开支总计1026.25亿美元,同比增长68%(亚马逊为预测值)。根据彭博一致预期,2025年,北美四大云厂商加oracle资本开支合计4086亿美金,同比+79%;2026年合计5000亿美金,同比+22%。在2025年10月GTC大会上, NVIDIA创始人兼CEO黄仁勋表示...
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