Dwindling cash and soaring memory costs: Tech's AI buildout has ballooning price tag Amazon, Alphabet and Tesla all reported negative cash flow in the latest quarter, while Meta's cash generation plummeted by 91%.
源站原文 ↗Dwindling cash and soaring memory costs: Tech's AI buildout has ballooning price tag Amazon, Alphabet and Tesla all reported negative cash flow in the latest quarter, while Meta's cash generation plummeted by 91%.
源站原文 ↗最新季度,亚马逊、Alphabet和特斯拉均报告负现金流,而Meta的现金生成能力骤降91%。科技公司的人工智能建设正面临现金减少和内存成本飙升的双重压力,总体代价日益膨胀。
大型科技公司AI支出今年预计达7650亿美元,2027年近1.2万亿美元。亚马逊将年度资本支出预测上调至2200亿美元,过去12个月自由现金流为负76亿美元;Meta现金生成同比下滑91%;Alphabet现金流首次转负。内存涨价推高成本,苹果因供应限制前景疲软。投资者反应分化,市场质疑AI投资回报。
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