Primary sourceAI Will
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苹果资本开支比 AI 热潮前少 20%，与四大巨头背道而驰
从 2023 年第一季度至今，Alphabet、微软、亚马逊和 Meta 四家的资本开支增长了 5–8 倍，用于扩建 AI 基础设施。苹果同期却比 AI 热潮前少花了 20% 的资本开支，是五家科技巨头中唯一收缩投入的公司。苹果的路线依赖外部合作而非自建大规模算力，与四家巨头形成明显分化。
Current read
苹果居然比 AI 热潮前还少花 20% 的钱，而 Alphabet、微软、亚马逊、Meta 都烧了 5–8 倍，看看这两种路线谁扛得住。
3 sources31° AI heatLast updated 2026/11/9 05:51:04
Evidence
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