微软、亚马逊财报:比起营收增速,投资者更担心被AI透支的订单积压

华尔街见闻
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随着微软、亚马逊周三美股盘后公布财报,华尔街开始将目光投向一个通常不会出现在新闻稿中的指标——"剩余履约义务",即云计算公司未来将从多年期合同中确认的销售积压。这个数字正成为衡量AI热潮是否过热的新标尺。 自ChatGPT发布以来,OpenAI和Anthropic等AI公司向云服务商做出了数千亿美元的长期承诺,这些巨额合同正在重塑云计算市场的竞争格局。数据显示,微软新增的订单积压已经超过亚马逊云...

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