四大科技巨头今年AI资本开支至少7200亿美元
Big Tech’s big AI buildout will not end until someone stops it
直接反映AI产业链上游最核心的资本开支趋势，7200亿美元的年度CapEx数据是判断算力供需格局的关键指标，值得从业者关注。
After four of the biggest competitors in the AI race held quarterly earnings calls late last month, two things are clear: Big Tech is not done spending record amounts on the AI data center buildout, and the AI data center buildout is not any closer to yielding its promised returns.
在上个月底，人工智能竞赛中四大主要竞争对手相继发布了季度财报电话会议，两件事变得清晰明了：大型科技公司并未停止在AI数据中心建设上投入创纪录的资金，而AI数据中心建设也尚未更接近其承诺的回报。
A third thing is also starting to become clear - Big Tech will not be slowing down, at least not on its own.
第三件事也开始变得清晰——大型科技公司将不会放缓步伐，至少不会主动放缓。
Amazon, Microsoft, Alphabet, and Meta told investors they're planning to spend at least $720 billion on CapEx this year alone. Most of that will go toward AI infrastructure. That's on top of at least $1 trillion in spending commitments that have bee …
亚马逊、微软、Alphabet和Meta告诉投资者，他们今年仅计划将至少7200亿美元用于资本支出（CapEx）。其中大部分将用于AI基础设施。这还不包括此前已承诺的至少1万亿美元支出……
Read the full story at The Verge.
在The Verge阅读完整故事。
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