6500亿美元AI军备竞赛:苹果可能是唯一赢家

美股研究社
Yesterday

【如需和我们交流可扫码添加进社群】这一巨大的资本开支差异,不仅揭示了两家不同科技基因公司的战略分歧,更可能预示着 AI 产业未来价值分配的根本性转折。AI 军备竞赛:科技巨头正在重演云计算时代的资本战争过去一年,AI 数据中心建设速度已经接近科技史极限,一场前所未有的基础设施军备竞赛正在硅谷上演。根据各大公司披露的资本开支计划,Amazon 计划投入约 2000 亿美元扩建 AI 与云基础设施,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10