AI 导读
Moody's 数据显示，五大 hyperscaler 的未来承诺合计约2.8万亿美元，包括未来租赁承诺、采购承诺和担保，这一规模从2023年约3500亿美元增长至当前约2.8万亿美元。其中超过1万亿美元是尚未开始的数据中心租赁，约1.57万亿美元为采购承诺，约1370亿美元为担保。
推荐理由
对比2023年约3500亿美元与当前约2.8万亿美元，可以看清五大云厂商未来承诺规模的扩张节奏。
正文
Moody's saying the 5 biggest hyperscalers have about $2.8T in future commitments.
These are combined future lease commitments, purchase commitments and guarantees, which have grown from about $350B in 2023 to roughly $2.8T now.
The current $2.8T includes more than $1T of uncommenced data-center leases, about $1.57T of purchase commitments, and about $137B of guarantees.
来源：@rohanpaul_ai · x.com