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摩根士丹利：五大云巨头与英伟达等AI相关表外承诺超3.1万亿美元_我的网站

一 |     据报道，摩根士丹利8月25日表示，Alphabet、亚马逊、Meta、微软和甲骨文五家超大规模云服务商以及英伟达和博通，通过担保、租赁及其他形式的财务支持合计承诺超过3.1万亿美元，以帮助其他企业推进AI基础设施支出。

二 | 其中Alphabet的承诺规模最高，达到8900亿美元，主要涉及采购承诺。

三 | 上述公司的2027年现金资本开支预计将超过1.2万亿美元，而预期现金流约为1万亿美元。摩根士丹利估计，超大规模云服务商超过40%的销售收入正被重新投入AI资本开支。

四 |     The suspected case is reported to have been a 22-year-old who died on Saturday and could be the country's first monkeypox fatality.,"The youth had no symptoms of monkeypox. He had been admitted to the hospital with symptoms of encephalitis and fatigue. His relatives handed over the test result only on Saturday. A high-level probe would be held into the death as monkeypox has a very low fatality rate," the minister said, as quoted by the Indian Express.,According to the newspaper's source, the young man was tested in the United Arab Emirates prior to boarding the flight to Kerala earlier in the month. The Indian Express also reported that he was buried in accordance with the monkeypox victim protocol and all of his primary contacts are under observation.,On July 23, the World Health Organization declared the monkeypox outbreak an international public health emergency. Over 22,000 cases have been reported worldwide in more than 70 countries.。

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Published on:10:25:14