7000亿美元一把梭哈?AI尚未变现,Top科技巨头已面临资金困局

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Feb 08

图片来源@unsplash由Top科技公司掀起的数据中心/AI云基建建设热潮,正逐步演化成资金困局,成为悬在海外云厂商头上的达摩克里斯之剑。最近两周,全球三大云厂商的公司财报均相继出炉,亮眼的收入、良好的业绩表现,并未让市场买单。一些财务信号已经引发华尔街的警觉,直观表现在股价大跌。亚马逊财报后股价大跌10%;微软财报后股价跌5%;谷歌一度下跌6%。分析本次财报不难看出,科技巨头将资本支出情况与...

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