AI 导读
Oracle、Microsoft、Meta、Amazon 和 Google 已承诺超过 1.3 万亿美元的未来租约，其中约 70% 是最近四个季度新增的，主要集中于 2025 年年中以来。Meta 和 Google 主导最新的承诺，2024 年之前增长缓慢时主要由 Microsoft 贡献。图表来自 Bloomberg，数据基于公司申报文件。
推荐理由
原文引用 Bloomberg 图表给出五家公司未来租约承诺的规模和最近四个季度的增速，可了解 AI 算力投入节奏。
正文
Oracle, Microsoft, Meta, Amazon and Google have committed to more than $1.3T in future leases, mostly since mid-2025.
Through 2024 that pile grew slowly, with Microsoft supplying most of it. Meta and Google led the newest commitments.
Chart from Bloomberg
And ~70% of Big Tech’s $1.3T in future data center leases was added in the last four quarters.
来源：Rohan Paul · x.com