黄仁勋力挺科技巨头超6000亿美元资本开支：需求旺盛，AI投资创造更多收入_老虎社区_美港股上老虎

黄仁勋力挺科技巨头超6000亿美元资本开支：需求旺盛，AI投资创造更多收入

澎湃新闻02-09 15:38

黄仁勋表示，科技巨头超过6000亿美元的资本支出计划是“可持续的”。近日，英伟达CEO黄仁勋在接受外媒采访时表示，科技行业在AI（人工智能）基础设施方面不断增长的资本支出是合理、适当且可持续的，因为这些公司的现金流都将开始增长。他还认为，AI基础设施建设仍处于早期阶段，未来几年内需求将持续旺盛。黄仁勋表示：“只要人们继续为AI付费，AI公司能够从中获利，那它们就会不断地翻倍、翻倍、翻倍、再翻倍。”...

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\"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC"},"translate_title":"Huang Renxun supports technology giants with over US $600 billion in capital expenditures: strong demand, AI investment creates more revenue","themeId":"c0ce71520382680f4c1c08822eb1109b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDL":0.6,"NVDX":0.6,"3NVD.UK":0.6,"NVDD":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVD":0.6,"META":0.6,"TSLA":0.6,"NVDG":0.6,"NVDS":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVDW":0.6,"NVII":0.6,"NVDS.UK":0.6,"GOOG":0.6,"NVDA":1.98,"SNVD.UK":0.6,"NVD2.UK":0.6,"AMZN":0.6,"NVDY":0.6,"NVDQ":0.6,"AAPL":0.6,"MSFT":0.6,"DIPS":0.6},"content_text":"黄仁勋表示，科技巨头超过6000亿美元的资本支出计划是“可持续的”。近日，英伟达CEO黄仁勋在接受外媒采访时表示，科技行业在AI（人工智能）基础设施方面不断增长的资本支出是合理、适当且可持续的，因为这些公司的现金流都将开始增长。他还认为，AI基础设施建设仍处于早期阶段，未来几年内需求将持续旺盛。黄仁勋表示：“只要人们继续为AI付费，AI公司能够从中获利，那它们就会不断地翻倍、翻倍、翻倍、再翻倍。”此前，多家科技巨头发布最新财报，制定了雄心勃勃的AI投资计划。这些科技巨头都是英伟达的忠实客户。分析指出，股东们对资本支出增加的反应不一，Meta和谷歌因广告和其他业务出现积极改善而受到投资者青睐，微软和亚马逊则因AI相关业务增长不够快而受到冷遇。其中，亚马逊预计，今年的资本支出将猛增五成至2000亿美元；谷歌母公司Alphabet预计，2026年支出将在1750亿美元至1850亿美元之间；Meta表示，其资本支出可能比去年翻一番，达到1150亿美元至1350亿美元之间；微软上财季资本支出同比增长创纪录的66%，高达375亿美元。《华尔街日报》指出，包括微软、亚马逊、Meta、甲骨文公司和Alphabet在内的科技巨头，正计划在2026年总计投入超过6000亿美元的资本支出，这一数额接近日本2026年的支出预算，并超过德国和墨西哥的预算。对此，黄仁勋强调，“人类历史上规模最大的基础设施建设”正在展开，其背后动力是对算力的“极度旺盛”的需求，AI公司和超大规模云服务商正利用这些算力来创造更多收入。黄仁勋还列举了英伟达客户在实际业务中使用AI的案例。据他介绍，Meta正在利用AI，转向基于生成式AI和AI助手的新的推荐系统；亚马逊云AWS也在用英伟达芯片和AI改变其商品推荐方式；微软正借助由英伟达算力驱动的AI来提升其企业级软件产品。黄仁勋认为，AI正在推动软件行业的革命：“我们正在迎接软件史上最大的机会。这是历史首次，软件不再只是一个工具。比如Excel表格就是一个工具；而现在，软件开始使用工具，这些AI会去用 Excel。因此我认为，这个全新的软件时代所蕴含的机会是极其惊人的。”同时，黄仁勋高度评价了两家领先的AI初创公司：OpenAI和Anthropic，这两家公司都通过云服务商使用英伟达的芯片。2025年，英伟达向Anthropic投资了100亿美元。黄仁勋在上一周表示，英伟达将“毋庸置疑”地参与OpenAI的下一轮融资。黄仁勋表示：“Anthropic赚了很多钱，OpenAI也赚了很多钱。如果他们能拥有现在两倍的算力，收入可能会增长到四倍。”他还指出，英伟达过去售出的所有GPU，甚至包括六年前推出的A100芯片，目前都在被出租使用。当地时间2月6日，英伟达（Nasdaq：NVDA）股价在连跌5天后大涨7.92%收于每股185.41美元，总市值4.51万亿美元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}