超大规模云商AI基建支出或超现金流

According to an Epoch AI analysis, Microsoft, Amazon, Alphabet, Meta, and Oracle are growing their AI infrastructure spending by about 70 percent a year, while operating cash flow is only rising at 23 percent. If the trend holds, spending could overtake cash flow as early as Q3 2026. Several of these companies are already tapping outside funding. The article Hyperscalers may soon be unable to fund their AI buildout from cash flow alone appeared first on The Decoder.