【二季度云厂商收入与积压订单齐创纪录,伯恩斯坦看多亚马逊微软,CoreWeave收入翻倍仍被看空】智通财经APP注意到,2026年二季度全球云巨头集体加速,亚马逊AWS 增速创18个季度新高、谷歌云大增82%、甲骨文 OCI 翻倍。投行伯恩斯坦认为云市场需求仍远超供给,瓶颈已从 GPU 供给转向可通电的数据中心物理产能,而天量资本开支的回报与融资方式正成为新的胜负手。
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