Gary Marcus 称数据中心建设或已过峰值
Why we picked it
Gary Marcus 转发了一张数据中心项目被砍的图，说投资成本变高、项目开始黄了，想看 AI 基建降温信号的可以瞅一眼。
Gary Marcus 在 X 上转发 CNBC 记者 Deirdre Bosa 的内容，称数据中心需求已过峰值。他引用的图表显示已宣布的数据中心项目开始被取消。他提到 AI 数据中心需求仍有上行可能，但收益率上升抬高了押注成本，不确定性区间正在扩大。
Original · Gary Marcus
Data centers are ALREADY past their peak. Deirdre Bosa @dee_bosa this chart is the cone of uncertainty getting wider in real time. AI data center demand still has a big upside case. But higher yields raise the cost of betting on it.... and this shows announced projects are already getting killed 🔗 View Quoted Tweet 💬 6 🔄 5 ❤️ 59 👀 3692 📊 10 ⚡
- CNBC Indonesia Tech11-02 12:20原文