“下一轮人工智能竞赛”决胜点在哪？分析师：看谁最快削减资本支出！

智通财经2025-02-25

智通财经APP获悉，前摩根大通首席市场策略师马尔科·科拉诺维奇表示，此前推动科技股及整体市场上涨的企业对人工智能的投资热潮，即将发生转变。这位分析师周一在X平台发文称：“下一轮人工智能竞赛将是看哪家公司能最快削减已承诺的人工智能资本支出。”科拉诺维奇发表这一观点是由于投资公司TD Cowen表示，其渠道调查显示，微软(MSFT.US)已取消与至少两家私营数据中心运营商的租赁协议。周一时，微软股价...

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