Alphabet豪掷800亿美元押注AI：云服务繁荣是真是假？
alphabet筹集了800亿美元用于ai基础设施，称需求达到历史新高。随着云收入激增63%，这笔巨额支出标志着计算军备竞赛进入了激烈的新阶段。
alphabet is raising $80b to scale ai infrastructure, including a $10b private placement from warren buffett's berkshire hathaway. the funds will support a projected $190b capital spend in 2026, targeting 'unprecedented customer demand' for ai compute. google cloud revenue surged 63% to prop up total sales, growing the cloud backlog to over $460b. critics note that this demand relies heavily on unprofitable startups like openai and anthropic.