3个月500亿美金，科技巨头依然在给AI疯狂砸钱

Cnbeta.com.tw - 9 november 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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