精选理由
看这张图，超大规模资本支出预期一年翻倍，AI芯片热潮比你想的还猛。
Joe Weisenthal发布图表显示AI芯片热潮中，超大规模数据中心2027-2028年资本支出预期在过去一年翻倍以上。尽管AI在各维度产生噪音，但未来支出预估持续攀升是明确趋势。该数据反映市场对AI基础设施投资的强劲信心。
原文 · Gary Marcus
Is that a *good* thing?
Is that a *good* thing? Joe Weisenthal @TheStalwart ONE CHART THAT EXPLAINS THE CHIP BOOM AI is producing noise on every dimension, but one clear thing is is that estimates of future spending just keeps rising. In the last year, expected hyperscaler CAPEX for 2027 and 2028 has more than doubled. 🔗 View Quoted Tweet 💬 1 🔄 1 ❤️ 5 👀 2193 📊 1 ⚡