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人工智能的成本終於高到足以讓華爾街感到不安

The Verge
2026年7月28日 晚上07:37
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谷歌將其資本支出預測上調至高達 2050 億美元,超過了之前的預期。這一增加引發了投資者的擔憂,因為這表明在準確預測成本方面存在困難,並且支出增長超過了收入。此次在財報季節發佈的公告突顯了與人工智能投資相關的日益增長的財務壓力

Working hard, or bear-ly working? | Cath Virginia

It's earnings season, and investors got an unpleasant surprise from Google: an increase on its spending estimate, to as much as $205 billion - from the last quarter's projection of up to $190 billion. Even the lower end of Google's new projected range - $195 billion - is much more than the company had previously forecast as its top end spending. Now, look, I recognize that there's an impulse to say things like "What's $15 billion between friends?" but from an investor's perspective, Google has essentially said that it can't accurately forecast its costs, which is a scary thing. Plus, Google is spending more money than it's making. And Google …

Read the full story at The Verge.

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