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crazzy
#谷歌云业务增长82%，AI投入回报如何？ 谷歌云是最大beat来源
企业Gemini、TPU算力订单很强，积压订单已经5140亿美元；摩根大通、美银近期上调云营收预测。但管理层提前打过预防针：DeepMind自研优先占用算力，算力供给上限会压制云短期收入释放，是一把双刃剑。
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