3个月500亿美金,科技巨头依然在给AI疯狂砸钱

Cnbeta.com.tw - November 9, 2024

3个月500亿美金,科技巨头依然在给AI疯狂砸钱

上周,全球最大的科技巨头们纷纷公布了最新的财报,展示了他们对AI热潮数以百亿美元的押注,开始有了一些回报的端倪。当然这些公司也说,更大手笔的投资还在后面。亚马逊、微软和Google纷纷披露,上个季度的云业务收入总计达到629亿美元,这一数字同比增长了22.2%,这种加速增长已经持续了四个季度。 另外一个很重要的转向是,只靠AI训练已经无法支撑资本支出(Capex)的故事了,它不足以让巨头们继续大规模地购买芯片、建数据中心,而是一定要看到AI推理上的成功,也就是应用层能不能爆发,它正成为焦点中的焦点。“需求继续高…

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