阿里:首要目标是AGI

华尔街见闻
21 Feb

先说最大标题:未来3年的AI infra投资,超过去10年的infra投资.....过去10年大概投了3800亿。3年投这么多,意味着每年打底1200亿。别争论是不是超预期了,一定是超预期。因为过去大家传的都是2025一年,现在告诉你三年持续投资,这比北美CSP的确定性还要强。 前几天去骚扰阿里云战略部的哥们,“你们capex到底多少”,他发我这张图: 意思是:假如对标海外过去5年平均资本开支...

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