作者:董静,华尔街见闻 原标题:AI“资本局”:当大厂“经营现金流”不够烧了 AI基础设施军备竞赛正在将科技巨头推入一个前所未有的融资困境——经营现金流已无法覆盖资本开支,大厂们正以租赁、发债、削减回购乃至增发股票等一切可用手段筹钱,而表外承诺规模已突破3.1万亿美元,整个AI算力建设的真实财务风险远比财报数字所呈现的更为深重。 据追风交易台9月3日消息,摩根士丹利在近日的一份研报中称,超大规模...
Source Link作者:董静,华尔街见闻 原标题:AI“资本局”:当大厂“经营现金流”不够烧了 AI基础设施军备竞赛正在将科技巨头推入一个前所未有的融资困境——经营现金流已无法覆盖资本开支,大厂们正以租赁、发债、削减回购乃至增发股票等一切可用手段筹钱,而表外承诺规模已突破3.1万亿美元,整个AI算力建设的真实财务风险远比财报数字所呈现的更为深重。 据追风交易台9月3日消息,摩根士丹利在近日的一份研报中称,超大规模...
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