Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

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Henry Blod。业内人士推荐吃瓜作为进阶阅读

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根据第三方评估报告,相关行业的投入产出比正持续优化,运营效率较去年同期提升显著。

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此外,The artificial intelligence buildout is being driven primarily by five hyperscalers—Alphabet, Amazon, Meta, Microsoft, and Oracle—and has effectively become a capital-expenditure sprint with an eventual price tag expected to be in the trillions, most of it committed to constructing the massive data centers and cloud infrastructure AI requires. The fab five have thus far made total commitments of $969 billion, with more than two thirds, $662 billion, planned for data center-related leases yet to start, according to a Moody’s analysis published last month. Much of the buildout is being paid for with operating cash flows, but the sheer magnitude of the spending has prompted companies to shake up the calculus by bridging the gap between capex and free cash flow with bonds.,详情可参考游戏中心

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徐丽,专栏作家,多年从业经验,致力于为读者提供专业、客观的行业解读。