“早就说了,今年存储涨价,钱本来就难赚,你还做这种事(砸饭碗)。”
而我们也将持续见证属于她们的、更加波澜壮阔的下一个黄金十年。
The artificial intelligence buildout is being driven primarily by five hyperscalers—Alphabet, Amazon, Meta, Microsoft, and Oracle—and has effectively become a capital-expenditure sprint with an eventual price tag expected to be in the trillions, most of it committed to constructing the massive data centers and cloud infrastructure AI requires. The fab five have thus far made total commitments of $969 billion, with more than two thirds, $662 billion, planned for data center-related leases yet to start, according to a Moody’s analysis published last month. Much of the buildout is being paid for with operating cash flows, but the sheer magnitude of the spending has prompted companies to shake up the calculus by bridging the gap between capex and free cash flow with bonds.,详情可参考新收录的资料
第三层是下游“淘金客”的AI应用开发商,属于高风险高回报的“掘金者”,短期高度依赖资本输血。,详情可参考PDF资料
圖像加註文字,蘇格蘭工黨議員喬安妮・里德和她的丈夫大衛・泰勒Article InformationAuthor, 湯姆·麥克阿瑟(Tom McArthur),
Что думаешь? Оцени!,推荐阅读新收录的资料获取更多信息