SemiAnalysis最新报告：Meta算力采购将加速明年资本支出或大增

智通财经07-07 15:53

【SemiAnalysis最新报告：Meta算力采购将加速明年资本支出或大增】半导体研究机构SemiAnalysis在最新报告中强调了算力需求远未达到峰值。其指出，Meta的算力建设还将进一步展开，预测其明年的资本支出将高得惊人，市场也无需担忧其会蚕食新云竞争对手的份额。SemiAnalysis分析指出，Meta的数据中心和计算采购将会加速，而不是放缓，且Meta将成为CoreWeave和Nebius等新云企业业绩增长的重要来源。

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SemiAnalysis最新报告：Meta算力采购将加速 明年资本支出或大增

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SemiAnalysis最新报告：Meta算力采购将加速明年资本支出或大增