微软传大砍算力AI 前景添疑虑

爱集微
25 Feb

投资银行TD Cowen发布报告指出,微软已开始取消在美国租赁大量资料中心算力的租约,或不再续约,规模共“几百个MW”,可能反映微软对自家建设太多AI算力的疑虑。法人指出,微软为全球第二大云端供应商(CSP),去年第4季市占率达24%,随着微软缩减资料中心算力租约规模,引发外界担忧微软对AI前景是否转趋谨慎,主要服务器代工协力厂鸿海(2317)、广达(2382)及纬颖(6669)等,营运动能恐受...

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