3 Stocks Ride A $100 Billion AI Data Center Wave
3 Stocks Ride A $100 Billion AI Data Center Wave
Despite global market turbulence and growing fears of a U.S. economic slowdown, major tech companies are ramping up their investments in data centers to support the booming artificial intelligence (AI) sector.
儘管全球市場動盪,越來越多的人擔心美國經濟放緩,但主要科技公司正在加大對數據中心的投資,以支持蓬勃發展的人工智能(AI)行業。
Tech Giants Double Down On AI Infrastructure
科技巨頭們加倍投資AI基礎設施
Microsoft Corp. (NASDAQ:MSFT), Meta Platforms Inc. (NASDAQ:META), and Amazon.com Inc. (NASDAQ:AMZN) have revealed substantial increases in capital expenditures, underscoring their commitment to expanding their AI infrastructure.
微軟公司 (NASDAQ:MSFT),Meta Platforms Inc. (NASDAQ:META) 和亞馬遜公司 (NASDAQ:AMZN) 披露了大幅增加的資本支出,彰顯了它們擴大人工智能基礎設施的承諾。
Microsoft's Bold Move
微軟的大膽舉措
Microsoft is leading the charge with its data center investments. The company reported a hefty $19 billion in capital expenditures for the quarter and plans to increase this amount in the next fiscal year.
微軟公司的數據中心投資領先。公司報告稱,上個季度的資本支出高達190億美元,並計劃在下一個財年增加這個數字。
CFO Amy Hood emphasized the strategic importance of these investments by saying, "Our data centers are long-term assets that will be monetized over 15 years and beyond."
財務總監Amy Hood強調了這些投資的戰略重要性,她說:“我們的數據中心是長期資產,將在15年甚至更長時間內實現收益。”
Meta Platforms's Expanded Budget
Meta Platforms擴大了預算
Meta Platforms is also investing heavily, adjusting its capital expenditure range for the year to $37 billion to $40 billion.
Meta Platforms也正在大力投資,將本年度的資本支出範圍調整爲370億至400億美元。
CEO Mark Zuckerberg highlighted the scale of AI development, noting that the computing power needed to train future large language models will be "almost 10 times more" than previous iterations.
首席執行官馬克·扎克伯格強調了AI發展的規模,指出未來訓練大型語言模型所需的計算能力將“幾乎是之前版本的10倍”。
Zuckerberg remains optimistic about these long-term investments and stated, "At this point, I'd rather risk building capacity before it is needed, rather than too late."
扎克伯格對這些長期投資持樂觀態度,並表示:“此時此刻,我寧願冒險在需要之前建造能力,而不是建造太晚。”
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Amazon's Massive Spend
亞馬遜大規模擴張
Amazon, the leader in cloud computing, has committed $30.5 billion in data center spending for the first half of 2024 alone, with expectations to exceed this figure in the latter half.
雲計算領軍亞馬遜已經單獨爲2024年上半年承諾支出305億美元並期望在下半年超過這個數字。
The company plans to spend over $100 billion on data centers over the next decade.
該公司計劃在未來十年投入逾1000億美元用於數據中心。
Amazon CFO Brian Olsavsky emphasized the pivotal role of these facilities in supporting AI growth, noting, "Generative AI is now a multibillion-dollar business for us."
亞馬遜首席財務官布賴恩·奧爾薩夫斯基強調了這些設施在支持人工智能增長中的關鍵作用,稱“生成式人工智能對我們來說已經是一個價值數十億美元的業務。”
Spending Boost To Support Advanced AI Technologies, Growth In Cloud Services
增加的支出將支持先進的人工智能技術和雲服務的增長。
The increased spending from these tech giants is part of a broader trend towards massive investment in data center infrastructure.
這些科技巨頭的增加支出是對數據中心基礎設施大規模投資的更廣泛趨勢的一部分。
Industry estimates project the top five U.S. hyperscalers will invest $187 billion in data centers by 2028, driven by the need to support advanced AI technologies and the growing demand for cloud services.
行業估計預計,美國五大超大規模數據中心操作商將在2028年投資1870億美元的數據中心,這是爲了支持先進的人工智能技術和日益增長的雲服務需求。
As AI continues to revolutionize industries, these investments by Microsoft, Meta and Amazon highlight the critical role of data centers in shaping the future of technology.
隨着人工智能持續革命化行業,微軟、Meta和亞馬遜的這些投資凸顯了數據中心在塑造技術未來中的關鍵作用。
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Photo: Shutterstock
Photo: shutterstock