6700亿美元砸向AI!北美四巨头CapEx翻倍,算力进入重工业时代

高工智算
Feb 09

未来的竞争,本质上是谁能建立起规模最大、单位成本最低的Token 生产流水线。封面 | 网络作者 | 廖正世6700 亿美元。这不是某个世界 Top20 国家的 GDP,而是北美科技四巨头在 2026 年预计在 AI 上的投入。随着亚马逊的财报披露落地,北美科技四巨头(Microsoft、Meta、Google、Amazon)的最新季度财报拼图已悉数补齐。其中最值得关注的是,四家在 2026 年的...

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