近期,微软接连砍掉两个数据中心项目,给一路高歌猛进的AI投资热潮泼了一盆冷水。 据TD Cowen的Michael Elias近日发布的报告,微软已经取消了与多个私营数据中心运营商的数项租赁协议,涉及功率总计数百兆瓦。 TD Cowen认为,这些举动表明,微软可能正处于数据中心“供应过剩”的局面。微软的举动可能只是一个开始。鉴于微软在Mag7中拥有最大的预计资本支出增长曲线,如果它率先取消租约并...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.