大科技公司 7200 亿美元 AI 数据中心支出引发华尔街担忧

amazon, microsoft, alphabet, and meta have committed to spending at least $720 billion on capital expenditures this year, with most of it going towards ai infrastructure. this is on top of over $1 trillion in spending commitments arranged for the coming years. despite revenue growth, wall street is starting to worry about the return on investment for ai, as big tech companies continue to double down on ai spending. alphabet's google cloud revenue more than doubled, but its core search business growth slowed.