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信托基金劫匪
03-17

这篇文章不错，转发给大家看看

Nebius美股盘前大涨16%！报道：Meta将在未来五年内与其进行AI合作，支出最高达270亿美元

Meta与AI基础设施公司Nebius签署为期五年、价值至多270亿美元的协议。根据协议，Nebius将从2027年初起向Meta提供120亿美元专属算力，Meta同时承诺购买至多150亿美元额外容量。这是继去年30亿美元合作后Meta对Nebius的再次大规模押注，凸显其AI战略扩张决心。受此消息提振，Nebius盘前大涨16%。

Nebius美股盘前大涨16%！报道：Meta将在未来五年内与其进行AI合作，支出最高达270亿美元

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src=\"https://community-static.tradeup.com/news/a333b6c212a09e2caf02ee2d7c540865\" tg-width=\"1024\" tg-height=\"855\"></p><h2 id=\"id_149804756\">大手笔押注AI、资本支出持续攀升</h2><p>Meta创始人马克·扎克伯格去年宣布，<strong>公司计划在2028年前向美国基础设施项目投入6000亿美元</strong>。为实现这一目标，Meta不仅倚重广告业务产生的利润，还积极引入外部融资支持相关项目。</p><p>AI已被确立为Meta的最高战略优先级。面对来自OpenAI及<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>的激烈竞争，<strong>公司自年初以来已与英伟达及超威半导体签署数十亿美元的AI基础设施合作协议，同时持续推进自研芯片开发。</strong>目前Meta已推出多款AI产品，包括内置于各款应用的聊天机器人，并持续开发前沿大模型。</p><h2 id=\"id_550489840\">Nebius借AI浪潮崛起，<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>资本加持提振估值</h2><p>总部位于阿姆斯特丹的Nebius于2024年从俄罗斯互联网巨头Yandex分拆独立，<strong>是此轮AI浪潮中崛起的“新兴云”（neocloud）代表之一</strong>。这类公司专注于建设专门用于模型训练及AI服务运行的数据中心，与传统云服务商谷歌、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>形成直接竞争。</p><p>英伟达正成为这一新兴赛道的重要推手。据彭博社报道，<strong>英伟达上周宣布向Nebius投资20亿美元，消息推动后者股价单日上涨16%。</strong>今年以来，英伟达已密集布局新兴云领域：1月向Nebius竞争对手<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>注资20亿美元，随后向OpenAI投入300亿美元，并参与英国新兴云企业Nscale的20亿美元融资轮。</p><p>英伟达对新兴云企业的大规模投资正引发市场质疑。批评人士指出，<strong>英伟达向大量采购其芯片的公司提供融资，形成“投资—采购—再投资”的闭环，可能助推行业泡沫。</strong></p><p>从结构上看，英伟达向新兴云企业注资，后者将资金用于采购英伟达芯片及建设数据中心，再承接科技巨头的算力订单。这一模式在AI算力需求持续旺盛的背景下支撑了相关企业估值，但其可持续性仍是投资者关注的焦点。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nebius美股盘前大涨16%！报道：Meta将在未来五年内与其进行AI合作，支出最高达270亿美元</title>\n<style 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href=\"https://wallstreetcn.com/articles/3767627\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY 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