7450亿美元砸向AI基建的背后:科技巨头加速烧钱,华尔街愈发审慎

澎湃新闻
Jul 31

美股科技巨头计划继续在人工智能(AI)上投入巨资,而投资者则需要看到更多切实可见的回报成果。  近日,美股AI巨头陆续公布年中财报。其中,Meta、谷歌母公司Alphabet和亚马逊再度上调2026年资本开支指引。算上微软,目前四大巨头的全年资本上限有望达到7450亿美元,该数字将远超2025年的4558亿美元。从2023年AI热潮开始到今年6月底,四家巨头的资本支出总额已达到惊人的1.1万亿美元...

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