AI 导读
我们看到超大规模厂商在资本上投入了大量资金。 他们在买地，买大量设备，在全球各地雇佣建筑承包商，而明年这个CapEx规模将达到一万亿美元甚至更多。https://t.co/m4fedqtYGi
正文
We've seen the hyperscalers pour a ton of money into capital.
They're buying land, they're buying a ton of equipment, they're hiring construction contractors all over the world, and this is to the tune of a trillion dollars of CapEx or more next year. https://t.co/m4fedqtYGi
来源：@SemiAnalysis_ · x.com