微軟無視AI重力效應 (NASDAQ:MSFT)

· seekingalpha.com

微軟計劃在2032年前將資料中心容量從約12GW擴增至超過38GW,儘管面臨基礎設施限制。了解為何MSFT股票值得買入。

Microsoft's ( MSFT ) story is becoming more and more an economics story about AI, not about AI hype. Microsoft almost doubled CapEx but restated its Agents & In...


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