精选理由
Gary Marcus转发了这条分析：别以为AI只是烧算力，科技巨头表外还有3万亿美元承诺。想看懂AI泡沫论，先看这个数。
据《华尔街日报》分析，九家顶级科技公司证券文件脚注显示，其AI相关表外承诺总额约3万亿美元。这些义务增速已超过传统资本支出，后者过去一年合计约6000亿美元。表外承诺规模约为公司未偿租赁和长期借款总额的三倍。
原文 · Gary Marcus
it’s all fine. totally fine.
it’s all fine. totally fine. steve hsu @hsu_steve WSJ: Nine top tech companies had some $3 trillion of off-balance-sheet commitments mostly related to AI, according to a Wall Street Journal analysis of footnotes in their most recent securities filings. Those obligations are growing faster than traditional “capex,” which totaled about $600 billion over the past year they reported, and were about triple what the companies owe under their outstanding leases and long-term borrowings. 🔗 View Quoted Tweet 💬 4 🔄 6 ❤️ 12 👀 2370 📊 5 ⚡