← Về trang chính1 tin
Các công ty đám mây lớn tại Mỹ vừa cập nhật triển vọng đầu tư cho AI, tăng 66% lên 1,89 nghìn tỷ USD, cho thấy sự tăng trưởng mạnh mẽ trong lĩnh vực này.
Đăng nhập để góp ý, chỉnh sửa
Nguồn chính
- SOURCE@deitaone“expects the five largest U.S. hyperscalers to boost AI infrastructure spending 54% to $1.2 trillion in 2027”x.com
- SOURCE@edzitron“hyperscalers need $308bn in annual AI revenue to break even on their 2026/2027 capex”x.com
- SUPPORT@edzitron“Without Anthropic and OpenAI, they barely scratch $100bn in annual AI revenue”x.com
- SUPPORT@zerohedge“GPU rental prices for all but the latest chips are now rolling over and token prices are at all time lows”x.com
- SUPPORT@stocksavvyshay“2027 hyperscaler capex estimates have jumped 66% since the start of 2026 to $1.89T”x.com
- SUPPORT@rohanpaul_ai“Almost half of S&P 500 growth in EPS in 2026 comes from AI investment”x.com
- SUPPORT@rohanpaul_ai“The top 10% of customers (in AI) account for 99.5% of model-serving spend and 99% of neocloud spend”x.com
- SOURCEmarketbrief.now