微軟在 AI 資本支出競賽中展現節制，華爾街對此大表讚賞
· businessinsider.com
華爾街向科技巨頭傳遞了新訊息：光有 AI 支出是不夠的。微軟對支出的克制引發了股價轉強。
For several years, Big Tech has operated under a simple rule: spend more on AI, or investors will assume you're falling behind. This earnings season, that rule ...