当硅谷巨头们的AI资本开支膨胀到接近全年现金流规模时,市场关心的已不再是“值不值”,而是“撑不撑得住”。 据最新公开数据显示,谷歌、亚马逊、微软、Meta四家超大规模云厂商2026年合计资本支出指引约为6500亿美元。 若计入甲骨文(Oracle)与CoreWeave,整体规模上升至7400亿美元。 这些数字不仅高于市场预期,而且是成倍级别的偏离。7400亿美元意味着什么? 7400亿美元较...
Source Link当硅谷巨头们的AI资本开支膨胀到接近全年现金流规模时,市场关心的已不再是“值不值”,而是“撑不撑得住”。 据最新公开数据显示,谷歌、亚马逊、微软、Meta四家超大规模云厂商2026年合计资本支出指引约为6500亿美元。 若计入甲骨文(Oracle)与CoreWeave,整体规模上升至7400亿美元。 这些数字不仅高于市场预期,而且是成倍级别的偏离。7400亿美元意味着什么? 7400亿美元较...
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