AI军备竞赛进入白热化！Meta(META.US)豪掷1350亿美元再创纪录，三星电子等硬件供应商迎来“黄金时代”

智通财经01-29

智通财经APP注意到，全球最大的科技公司表现出对 AI 支出毫不减弱的迹象，这一创纪录的浪潮正推动着三星电子和 SK 海力士等硬件供应商的发展。尽管人们对于人工智能需求是否具有持久性，以及能否支撑起如此巨额的资本支出仍持怀疑态度。仅 Meta(META.US)一家公司就披露了今年高达 1350 亿美元的支出雄心——这是商业领域规模最大的计划支出之一。其供应商也做出了相应回应：周四，SK 海力士表示...

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Meta (META.US) spends US $135 billion to set another record, and hardware suppliers such as Samsung Electronics usher in a \"golden age\"","themeId":"697b582eefa0e558a56f18351a4f363a","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSNLF":1.91,"META":1.95},"content_text":"智通财经APP注意到，全球最大的科技公司表现出对 AI 支出毫不减弱的迹象，这一创纪录的浪潮正推动着三星电子和 SK 海力士等硬件供应商的发展。尽管人们对于人工智能需求是否具有持久性，以及能否支撑起如此巨额的资本支出仍持怀疑态度。仅 Meta(META.US)一家公司就披露了今年高达 1350 亿美元的支出雄心——这是商业领域规模最大的计划支出之一。其供应商也做出了相应回应：周四，SK 海力士表示计划“大幅增加”资本支出，三星也表示将加大存储芯片生产能力的投入。与此同时，只要公司能够展示出增长，投资者就会继续回报这种雄心。微软(MSFT.US)在披露云计算服务增长放缓后，股价下跌了 6.1%，而 Meta 则上涨了 6.6%。本周，一系列行业巨头公布的财报强调了市场对 AI 硬件的需求是多么旺盛，并且这种势头很可能会延续到 2026 年。Meta、微软以及亚马逊(AMZN.US)和 Alphabet (GOOGL.US)等同行超大规模云服务商，正在推动全球范围内对芯片、服务器和计算机的采购浪潮，这点燃了全球硬件供应商的热情，尤其是在亚洲。三星和 SK 海力士是英伟达(NVDA.US)核心 AI 加速器及数据中心服务器所需存储芯片的两大制造商，两家公司的利润均增长了数倍。ASML(ASML.US)作为生产先进半导体所需尖端光刻机的唯一供应商，其业绩也远超预期。Hargreaves Lansdown 的分析师马特·布里兹曼表示：“真正的头条新闻是资本支出的‘持续攀升’。随着投资者消化这些激进的投资计划，看到股价反应降温并不令人意外，”他在谈到 Meta 时说道。与此同时，这种巨大的需求正在加剧全球芯片供需失衡，威胁到从智能手机、电子产品到汽车制造等多个行业。虽然开发和运行 AI 所需的英伟达及AMD(AMD.US)加速器的需求早已供不应求，但投资者越来越担心基础存储芯片也会出现类似的短缺。埃隆·马斯克在最近与 X Prize 基金会创始人彼得·戴曼迪斯的播客中表示，半导体的供应将成为包括特斯拉(TSLA.US)在内公司增长的一大瓶颈，这可能使建立“特斯拉 TeraFab”变得必要——这是一个能够制造逻辑和存储芯片并提供封装的工厂。马斯克说：“如果不建晶圆厂，我们将撞上‘芯片墙’。我们有两个选择：要么撞墙，要么自己造厂。”存储芯片制造商正将生产线转向利润丰厚的高带宽内存(HBM)，以满足 AI 数据中心的需求。由于生产相同容量的 HBM 所需的晶圆产能约为标准 DRAM 的三倍，这一转变减少了消费电子行业的供应。这正威胁着个人电脑制造商和小型电子公司，可能导致其面临两位数的涨价。然而，对 AI 终端需求的担忧依然存在。微软本季度的资本支出增长了 66%，超出了预期，但其 Azure 云计算部门的营收增长了 38%——比前三个月慢了一个百分点。另一方面，Meta 首席执行官马克·扎克伯格谈到了科技行业一年多来酝酿的“重大 AI 加速”。他说：“我预计我们的第一批模型会很出色，但更重要的是，我们将展示出我们所处的快速发展轨迹。”周四首尔交易时段，三星股价下跌约 0.4%，尽管该公司表示计划于 2 月份开始出货其下一代高带宽内存 HBM4——这是其在这一利润丰厚领域追赶 SK 海力士的关键一步。SK 海力士股价上涨约 2%。三星的芯片部门报告利润增长了五倍，远高于分析师的平均预期。公司还表示将回购 3.57 万亿韩元的股票，并宣布了特别股息分红，使其第四季度的派息总额达到 3.75 万亿韩元。三星芯片利润因内存需求激增而飙升在亚洲，焦点集中在下一代 HBM4 的领先地位争夺战上，该产品将与英伟达即将推出的旗舰 Rubin 处理器集成。三星即将获得英伟达对其最新版本 AI 存储芯片的认证。AI 建设热潮也有助于支撑三星的代工业务，该业务正与行业领头羊台积电竞争。高管们表示，三星的合同芯片制造部门预计 2026 年 2 纳米订单将增长约 130%，公司目前正与美国和中国的客户进行积极讨论。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607428703","isCrawlerRequest":true}