这张图表精准地捕捉到了当前科技行业一个极具讽刺意味的现象:在AI军备竞赛中,苹果的“反直觉”策略反而让它站在了风口浪尖。1. 资本支出的巨大反差从图表可以清晰看到,亚马逊、微软、谷歌和Meta正投入数百亿美元建设数据中心,资本支出同比增长高达42%至95%,而苹果的资本支出却同比下降了19%。这背后是苹果与其他巨头完全不同的AI战略:- 其他巨头:押注云端AI,通过大规模数据中心和GPU集群来支撑...
Source Link这张图表精准地捕捉到了当前科技行业一个极具讽刺意味的现象:在AI军备竞赛中,苹果的“反直觉”策略反而让它站在了风口浪尖。1. 资本支出的巨大反差从图表可以清晰看到,亚马逊、微软、谷歌和Meta正投入数百亿美元建设数据中心,资本支出同比增长高达42%至95%,而苹果的资本支出却同比下降了19%。这背后是苹果与其他巨头完全不同的AI战略:- 其他巨头:押注云端AI,通过大规模数据中心和GPU集群来支撑...
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