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刚刚！
#谷歌云业务增长82%，AI投入回报如何？
《谷歌云暴涨八成 千亿算力何时回本》
谷歌最新季度财报里云业务直接飙了八成多，整个硅谷都在讨论生成式人工智能是不是真把现金流给跑通了。
表面看全是各大厂抢着租算力和买模型接口的大单，实际上谷歌单季度砸进去的资本开支早就超过百亿美元，全堆在机房和芯片折旧上。
算力红利期大家不计成本买单，但等这批服务器进入五年折旧周期，真正的账本才刚刚翻开第一页。 $BTC
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