分析是称AI建设热潮挤压供应链

环球市场播报
Feb 09

  《华盛顿邮报》刊文指出,亚马逊(AMZN)、Alphabet(GOOGL)、微软(MSFT)、Meta(META)和甲骨文(ORCL)的巨额AI资本支出正导致芯片与劳动力短缺,推高设备成本。

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