Alphabet豪擲800億美元押注AI：雲服務繁榮是真是假？
alphabet籌集了800億美元用於ai基礎設施，稱需求達到歷史新高。隨著雲收入激增63%，這筆巨額支出標誌著計算軍備競賽進入了激烈的新階段。
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.