2026 年寒冬,元宇宙、微软、字母表和亚马逊四家超大规模云厂商发布的财报清晰显示,企业资本开支正呈加速态势。四家公司今年的资本开支总额将超 6150 亿美元,较本已处于高位的 2025 年同比增长约 70%。尽管人工智能和通用计算的基础需求强劲,但这一消息仍引发市场观察人士的高度担忧 —— 激进的投入背后,投资回报前景却模糊不清。叠加人类智能公司主导的软件即服务领域竞争冲击,本周多数时间里,...
Source Link2026 年寒冬,元宇宙、微软、字母表和亚马逊四家超大规模云厂商发布的财报清晰显示,企业资本开支正呈加速态势。四家公司今年的资本开支总额将超 6150 亿美元,较本已处于高位的 2025 年同比增长约 70%。尽管人工智能和通用计算的基础需求强劲,但这一消息仍引发市场观察人士的高度担忧 —— 激进的投入背后,投资回报前景却模糊不清。叠加人类智能公司主导的软件即服务领域竞争冲击,本周多数时间里,...
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