TD Cowen:微软放弃了一些人工智能数据中心的租约

新浪财经
25 Feb

TD Cowen表示,微软已经取消了一些对美国数据中心容量的租约,这引发了对其获得的人工智能(AI)计算能力是否超过其长期需求的广泛担忧。这家美国券商周五在报告中援引渠道调研或供应链问询结果写道,OpenAI最大的支持方已在美国放弃了总计“数百兆瓦”容量的租赁 —— 相当于大概两个数据中心 —— 取消了跟至少几家私营运营商的协议。微软周一在声明中重申其截至6月份的财年支出目标,但对TD Cowen...

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