微软正在大幅增加其2026年的资本支出，预计总额将达到1900亿美元，其中250亿美元归因于AI基础设施零部件成本的上涨。尽管进行了如此巨额的投资，该公司预计到2026年计算能力仍将受到持续限制。投资者对投资回报表示担忧，因为微软在过去四个季度中已在基础设施上花费了约970亿美元，却仅产生了370亿美元的AI服务收入。 AI
影响 加速AI基础设施的建设预示着激烈的竞争和持续的硬件成本压力。
排序理由 一家主要科技公司大幅增加AI基础设施的资本支出。
AI 生成摘要 · Google Gemini · 来自 2 个来源。 我们如何撰写摘要 →
<h4>Will write checks for $190 billion and even those megabucks may not satisfy demand</h4> <p>If you've felt the sting of surging hardware prices, Microsoft can sympathize because the company on Wednesday said it expects its 2026 capital expenditure will hit $190 billion, with $…
Bloomberg Technology | Microsoft’s Cloud Growth Fails to Ease Investors’ AI Concerns by Brody Ford AI generated summary, Read the full article for complete information. Microsoft Corp. announced that its cloud computing revenue and AI‑infrastructure spending will accelerate this …