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谷歌Q2资本支出同比翻倍至449.2亿美元创新高
Google’s Q2 capex bill incrased by 100% year over year: a record $44.92B, annual…
Google’s Q2 capex bill incrased by 100% year over year: a record $44.92B, annualizes near $180B 🚀
Morgan Stanley has forecasted hyperscaler capex will rise from ~$800B in 2026 to $1.2T in 2027.
Goldman Sachs research predicts $765B hyperscalers capex annually in 2026 and $1.6T by 2031.
McKinsey estimates $6.7T through 2030, including $5.2T for AI-ready data centers alone.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力