亚马逊、微软等超大规模用户受益于数据中心建设放缓：Ives (AMZN:NASDAQ)
· seekingalpha.com
为什么潜在的数据中心建设放缓可能推动微软、亚马逊、Alphabet和Meta，因为AI资本支出转移，现有容量变得更宝贵。
If a data center buildout does slow as a result of this month's midterm elections in the U.S., investment firm Yorkville Ives believes it could be “hugely bul...