投资银行发布报告,微软裁减数据中心,美国出现“AI算力投资过剩”?

环球时报
27 Feb

【环球时报记者 李迅典 环球时报驻美国特约记者 冯亚仁】美国投资银行TD Cowen近日发布的一份分析师报告显示,微软正在放缓数据中心容量的租赁,该消息引起市场广泛讨论。路透社25日报道称,这进一步加剧了投资者对由人工智能(AI)引领的股市繁荣可能失去动力的疑虑。但也有分析认为,这一消息仅仅是对该行业近期增长预测的适度修正。微软公司当地时间本周一发表声明称,“尽管我们可能会在某些领域策略性地调整或...

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