英伟达预计2027年超大规模数据中心支出达1.3万亿美元
FYI to the AI bears: $NVDA projects $1.3T of hyperscaler spend for 2027.
FYI to the AI bears: $NVDA projects $1.3T of hyperscaler spend for 2027.
给AI空头们提个醒：$NVDA预计2027年超大规模数据中心支出将达到1.3万亿美元。
Up from ~$800B in 2026, alongside ~70% revenue growth despite remaining capacity constrained… far above prior Street expectations of ~45%.
相比2026年的约8000亿美元有所上升，同时尽管产能仍受限，营收增长约70%……远超此前华尔街约45%的预期。
That capex flows across the AI supply chain… from memory and networking to foundries. Especially through the new bottlenecks/chokepoints that didn’t benefit from older generations.
这笔资本支出贯穿AI供应链……从内存和网络到代工厂。尤其是通过那些未从旧世代中受益的新瓶颈/堵点。
We’re like 2 hours into the party where people started off drinking Sapporo draft beer.
我们就像在派对上刚开始喝札幌生啤两小时。
Someone spiked Situational’s drinks and we had to pause the party for 30 min.
有人给Situational的饮料下了药，我们不得不暂停派对30分钟。
But now it’s back on with tequila shots on the table.
但现在派对又开始了，桌上摆着龙舌兰酒。
I think the real party is about to begin.
我觉得真正的派对才刚刚开始。
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