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Alphabet、Meta、微软、亚马逊与甲骨文披露约 3.3 万亿美元远期支出承诺

五家公司表外承诺创纪录,覆盖数据中心、设备采购与租赁等;Alphabet 约 1.06 万亿居首,Meta 约 8660 亿,反映 AI 基础设施扩张带来的远期义务。

英文原文

BREAKING: Alphabet, $GOOGL, Meta, $META, Microsoft, $MSFT, Amazon, $AMZN, and Oracle, $ORCL, have now disclosed a record $3.3 trillion in future spending commi…

BREAKING: Alphabet, $GOOGL, Meta, $META, Microsoft, $MSFT, Amazon, $AMZN, and Oracle, $ORCL, have now disclosed a record $3.3 trillion in future spending commitments. These are off-balance-sheet commitments covering data-center spending, future equipment purchases, leases, and other obligations. $GOOGL accounts for the largest amount at $1.06 trillion, with its disclosed commitments surging nearly +700% over the last year. $META follows at $866 billion, with nearly half tied to data-center leases that have not yet commenced and payment periods extending up to 30 years. Meanwhile, Microsoft, $MSFT, has $593 billion in commitments, followed by Amazon, $AMZN, at $453 billion, and Oracle, $ORCL, at $322 billion. The AI infrastructure buildout is creating an unprecedented pipeline of future financial obligations.

作者
KobeissiLetter
发布时间
2026/11/03 09:10(北京时间)
标签
AI
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