导语:AI军备竞赛进入白热化阶段,科技巨头资本开支集体飙涨。从谷歌天价投入AI基建,到辉达推迟游戏显卡发布,再到HBM4产能扩张提速——一场围绕算力霸权的争夺战正席卷全球半导体产业链。Alphabet豪掷1850亿美元押注AI谷歌母公司Alphabet宣布2026年资本支出将达1750亿至1850亿美元,几乎是2025年的两倍。这笔巨额资金主要用于建设AI数据中心、提升运算能力和扩展云服务基础设施...
Source Link导语:AI军备竞赛进入白热化阶段,科技巨头资本开支集体飙涨。从谷歌天价投入AI基建,到辉达推迟游戏显卡发布,再到HBM4产能扩张提速——一场围绕算力霸权的争夺战正席卷全球半导体产业链。Alphabet豪掷1850亿美元押注AI谷歌母公司Alphabet宣布2026年资本支出将达1750亿至1850亿美元,几乎是2025年的两倍。这笔巨额资金主要用于建设AI数据中心、提升运算能力和扩展云服务基础设施...
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