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."
微软公司（纳斯达克股票代码：MSFT）、Meta Platforms Inc（纳斯达克股票代码：META）和谷歌母公司Alphabet Inc（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）以及其他科技巨头将在2024年大量投资人工智能基础设施，这表明人工智能聊天机器人将从不那么迷人但至关重要的 “人工智能管道” 转变。
This foundational technology, involving tens of billions of dollars, supports the industry's burgeoning AI developments.
这项涉及数百亿美元的基础技术支持了该行业蓬勃发展的人工智能发展。
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.
据《纽约时报》报道，像亚马逊这样的公司正在彻底改革其数据中心以增强人工智能能力并建造新设施，甚至沙特阿拉伯等地区也在竞相建造专为人工智能量身定制的超级计算机。
Also Read: Microsoft's Growth Soars with AI Innovations, Projected to Lead in Public Cloud by 2032: Analyst
另请阅读： 分析师：微软通过人工智能创新实现增长，预计到2032年将在公有云领域处于领先地位
The rush to enhance AI infrastructure has spurred a spending spree across the tech sector, anticipated to persist for several years.
增强人工智能基础设施的热潮刺激了整个科技领域的疯狂支出，预计这种支出将持续数年。
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.
本周，微软、Meta和谷歌的母公司Alphabet报告称，仅在第一季度内，数据中心和其他资本支出的总支出就超过320亿美元。
Despite this heavy outlay, all three companies have communicated their plans to maintain or increase AI investment levels to investors.
尽管投入巨大，但这三家公司都向投资者传达了维持或提高人工智能投资水平的计划。
Meta emphasized the urgent need for substantial investment in AI chips and data centers, exceeding prior expectations.
Meta 强调迫切需要对人工智能芯片和数据中心进行大量投资，这超出了先前的预期。
Mark Zuckerberg, Meta's CEO, affirmed the aggressive spending strategy in a recent investor call, signaling a long-term commitment to AI development.
Meta 首席执行官马克·扎克伯格在最近的一次投资者电话会议上确认了激进的支出策略，这表明了对人工智能发展的长期承诺。
According to their recent earnings reports, these companies are channeling investments into GPUs, custom AI compute processors (ASICs), and networking infrastructure.
根据他们最近的收益报告，这些公司正在将投资引向GPU、定制人工智能计算处理器 (ASIC) 和网络基础设施。
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).
根据摩根大通分析师哈兰·苏尔的说法，对于博通公司（纳斯达克股票代码：AVGO）和Marvell科技公司（纳斯达克股票代码：MRVL）等芯片制造商来说，这是一个令人鼓舞的消息。
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（纳斯达克股票代码：TSLA）牛头罗斯·格伯指出，英伟达公司（纳斯达克股票代码：NVDA）和Meta是人工智能基础设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.
上周，特斯拉首席执行官埃隆·马斯克宣布计划到2024年在人工智能训练和推理上投资100亿美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明： 该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审阅和发布。
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译文内容由第三方软件翻译。