Industry

五大科技公司未来数据中心租约承诺超 1.3 万亿美元

源:https://t.co/GnxbLcCRJH

Why we picked it

Bloomberg 整理的数据:五家巨头签了超 1.3 万亿美元数据中心租约,七成是最近一年加的,AI 算力投入规模可见一斑。

Oracle、Microsoft、Meta、Amazon 和 Google 已合计签署超过 1.3 万亿美元的未来数据中心租约,其中约 70% 是最近四个季度内新增的。Bloomberg 数据显示,2024 年之前这部分承诺增长缓慢,主要由 Microsoft 贡献。Meta 和 Google 是最近一轮新增承诺的主要推动方。

Original · AI Will

源:https://t.co/GnxbLcCRJH

源: x.com/rohanpaul_ai/s… Rohan Paul @rohanpaul_ai Oracle, Microsoft, Meta, Amazon and Google have committed to more than $1.3T in future leases, mostly since mid-2025. Through 2024 that pile grew slowly, with Microsoft supplying most of it. Meta and Google led the newest commitments. Chart from Bloomberg And ~70% of Big Tech’s $1.3T in future data center leases was added in the last four quarters. 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 202 ⚡