Google那个18_老虎社区_美港股上老虎

Google那个1800-1900亿的全年资本开支, 不是更加吓人。可是这些开支，其中大部分为AI基础设施啊，虽然会长期压制自由现金流，但CFO的回应逻辑是："合同积压已证明需求真实，我们现在是在买油井，而不是买石油"。

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