Epoch AI@EpochAIResearch · X68
AI 摘要
超大规模厂商的资本支出在2026年第一季度符合趋势，延续了预计今年支出7700亿美元、2027年超过一万亿美元的轨迹。
Hyperscaler capital expenditures came in on trend in Q1 2026， continuing the trajectory that projects them spending $770 billion this year and over a trillion dollars in 2027.
Driven by investments in AI, hyperscaler capital expenditures have grown 70% per year since the release of GPT-4, nearing half a trillion dollars in total durin...