2月24日,高盛分析师Kash Rangan、Gili Naftalovich等人发布报告称,尽管近期有报道称微软可能推迟或取消某些AI数据中心租约,但高盛继续看好微软,维持对微软资本开支预测不变。 华尔街见闻此前提及,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。对此,微软回应称公司将坚持其800多亿美元的资本支出计划,但同时承认可能会在某些领域战略性地调整或放缓...
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