IndustryMulti-source
Big Tech Q3 财报：AI 数据中心扩建没有停下来的迹象
Big Tech’s big AI buildout will not end until someone stops it
Why we picked it
亚马逊、微软、谷歌、Meta 四家 Q3 财报一起看，烧钱建数据中心没停，回报却还没影，文章把各家支出捋得很清楚。
Amazon、Microsoft、Alphabet 和 Meta 四家公司在最新季度财报电话会议上都表明将继续加码 AI 数据中心投入。这些公司本季度资本开支维持在创纪录水平，扩建计划没有收缩。与持续攀升的支出形成对比的是，数据中心建设距离兑现承诺的投资回报仍然很远。
Original · theverge
Big Tech’s big AI buildout will not end until someone stops it
After four of the biggest competitors in the AI race held quarterly earnings calls late last month, two things are clear: Big Tech is not done spending record amounts on the AI data center buildout, and the AI data center buildout is not any closer to yielding its promised returns. A third thing is also […]
