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火火先生
2025-04-03

这篇文章不错，转发给大家看看

AI泡沫破灭的“前奏”？报道：微软叫停全球多个数据中心项目

报道称，微软已在全球多个地区暂停或推迟数据中心项目，包括印度尼西亚、英国、澳大利亚、美国的伊利诺伊州、北达科他州和威斯康星州。这些项目要么已经停止谈判，要么已被延迟开发。

AI泡沫破灭的“前奏”？报道：微软叫停全球多个数据中心项目

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href=\"https://wallstreetcn.com/articles/3744544\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7723d5cf0cb0e349664546bcd6b16185","relate_stocks":{"MSFT":"微软","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4528":"SaaS概念","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU0557290698.USD":"施罗德环球可持续增长基金","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) 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Cowen分析师称，微软放弃了在美国和欧洲的新数据中心项目，这些项目原计划消耗2吉瓦电力。分析师们将此举归因于支撑人工智能运算的计算机集群供过于求。他们还表示，最新动作也反映了微软放弃了部分与OpenAI的新业务。阿里巴巴集团董事会主席蔡崇信也警告，美国厂商的AI数据中心建设可能正在形成泡沫，全球科技巨头数千亿美元的AI投资规模令人担忧。投资者密切关注微软的支出计划，以了解云计算和AI服务的长期客户需求情况。作为AI服务商业化的公认领导者（很大程度上归功于与OpenAI的密切合作），微软的战略调整往往被视为整个行业发展趋势的晴雨表。微软承认对其数据中心计划进行了调整，但拒绝讨论大多数项目的具体情况。公司发言人表示：我们提前多年规划数据中心容量需求，以确保在适当的地方拥有足够的基础设施。随着AI需求持续增长，数据中心布局不断扩大，我们所做的改变展示了战略的灵活性。这种官方说法是在试图安抚市场，还是掩盖更深层次的需求问题？随着AI热潮从狂热转向务实，需要密切关注科技巨头们的实际投资行为，而非仅仅听信其公关声明。","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":643,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}