Microsoft, Meta, and Alphabet Ramp Up AI Investments, Spend Over $32B in Q1
Microsoft, Meta, and Alphabet Ramp Up AI Investments, Spend Over $32B in Q1
Microsoft Corp (NASDAQ:MSFT), Meta Platforms Inc (NASDAQ:META), and Google parent Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), along with other tech giants, are investing heavily in artificial intelligence infrastructure in 2024, signaling a shift from AI chatbots to the less glamorous, yet critical, "AI plumbing."
微軟公司（納斯達克股票代碼：MSFT）、Meta Platforms Inc（納斯達克股票代碼：META）和谷歌母公司Alphabet Inc（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）以及其他科技巨頭將在2024年大量投資人工智能基礎設施，這表明人工智能聊天機器人將從不那麼迷人但至關重要的 “人工智能管道” 轉變。
This foundational technology, involving tens of billions of dollars, supports the industry's burgeoning AI developments.
這項涉及數百億美元的基礎技術支持了該行業蓬勃發展的人工智能發展。
Companies like Amazon are overhauling their data centers to bolster AI capabilities and building new facilities, and even regions like Saudi Arabia are competing to construct supercomputers tailored for AI, according to the New York Times reports.
據《紐約時報》報道，像亞馬遜這樣的公司正在徹底改革其數據中心以增強人工智能能力並建造新設施，甚至沙特阿拉伯等地區也在競相建造專爲人工智能量身定製的超級計算機。
Also Read: Microsoft's Growth Soars with AI Innovations, Projected to Lead in Public Cloud by 2032: Analyst
另請閱讀： 分析師：微軟通過人工智能創新實現增長，預計到2032年將在公有云領域處於領先地位
The rush to enhance AI infrastructure has spurred a spending spree across the tech sector, anticipated to persist for several years.
增強人工智能基礎設施的熱潮刺激了整個科技領域的瘋狂支出，預計這種支出將持續數年。
This week, Microsoft, Meta, and Google's parent company, Alphabet, reported a combined expenditure exceeding $32 billion on data centers and other capital expenses within the first quarter alone.
本週，微軟、Meta和谷歌的母公司Alphabet報告稱，僅在第一季度內，數據中心和其他資本支出的總支出就超過320億美元。
Despite this heavy outlay, all three companies have communicated their plans to maintain or increase AI investment levels to investors.
儘管投入巨大，但這三家公司都向投資者傳達了維持或提高人工智能投資水平的計劃。
Meta emphasized the urgent need for substantial investment in AI chips and data centers, exceeding prior expectations.
Meta 強調迫切需要對人工智能芯片和數據中心進行大量投資，這超出了先前的預期。
Mark Zuckerberg, Meta's CEO, affirmed the aggressive spending strategy in a recent investor call, signaling a long-term commitment to AI development.
Meta 首席執行官馬克·扎克伯格在最近的一次投資者電話會議上確認了激進的支出策略，這表明了對人工智能發展的長期承諾。
According to their recent earnings reports, these companies are channeling investments into GPUs, custom AI compute processors (ASICs), and networking infrastructure.
根據他們最近的收益報告，這些公司正在將投資引向GPU、定製人工智能計算處理器 (ASIC) 和網絡基礎設施。
As per JPMorgan analyst Harlan Sur, this is promising news for chip manufacturers such as Broadcom Inc (NASDAQ:AVGO) and Marvell Technology Inc (NASDAQ:MRVL).
根據摩根大通分析師哈蘭·蘇爾的說法，對於博通公司（納斯達克股票代碼：AVGO）和Marvell科技公司（納斯達克股票代碼：MRVL）等芯片製造商來說，這是一個令人鼓舞的消息。
Tesla Inc (NASDAQ:TSLA) bull Ross Gerber noted Nvidia Corp (NASDAQ:NVDA) and Meta as the leading beneficiaries of the AI infrastructure spending.
特斯拉公司（納斯達克股票代碼：TSLA）牛頭羅斯·格伯指出，英偉達公司（納斯達克股票代碼：NVDA）和Meta是人工智能基礎設施支出的主要受益者。
Last week, Tesla CEO Elon Musk announced plans to invest $10 billion in AI training and inference by 2024.
上週，特斯拉首席執行官埃隆·馬斯克宣佈計劃到2024年在人工智能訓練和推理上投資100億美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明： 該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審閱和發佈。
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照片由像素獵人在 Shutterstock 上拍攝
譯文內容由第三人軟體翻譯。