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Blackland
07:11

鬼故事看能讲到什么时候

微软Q4财报终结AI算力过剩争论：需求远超供给

1422 ET - 微软最新财报堪称铁证，有力证明人工智能基础设施建设并未过度扩张。Benchmark分析师Yi Fu Lee在报告中指出："投资者对我们最常提出的质疑，就是担忧AI基建存在产能过剩风险。"他援引Meta考虑出售闲置算力的报道为例，但Azure的亮眼表现——以43%的增速持续攀升，且需求仍远超供给能力——"彻底终结了这场争论"。Lee强调："公司拥有极为清晰的AI/云客户渠道洞察，任何新上线产能都能被即时消化，这本身就是最有力的证据。我们坚持认为，Azure的增长瓶颈始终在于供给能力而非需求疲软。"受此提振，微软股价飙升17%。

微软Q4财报终结AI算力过剩争论：需求远超供给

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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Lee在报告中指出：\"投资者对我们最常提出的质疑，就是担忧AI基建存在产能过剩风险。\"他援引Meta考虑出售闲置算力的报道为例，但Azure的亮眼表现——以43%的增速持续攀升，且需求仍远超供给能力——\"彻底终结了这场争论\"。Lee强调：\"公司拥有极为清晰的AI/云客户渠道洞察，任何新上线产能都能被即时消化，这本身就是最有力的证据。我们坚持认为，Azure的增长瓶颈始终在于供给能力而非需求疲软。\"受此提振，微软股价飙升17%。","news_type":1,"symbols_score_info":{"TTXU":1,"VGT":1,"SNPE":1,"MSFO":1,"CNEQ":1,"MSFW":1,"EFIV":1,"IXN":1,"MSFD":1,"MSFY":1,"SPTE":1,"MSFL":1,"TYLG":1,"CMAG":1,"MSFU":1,"XLK":1,"MSFT":1,"MSFX":1,"TDIV":1,"NULC":1,"FTEC":1,"ROM":1,"IGV":1,"GAMR":1}},"isVote":1,"tweetType":1,"viewCount":7,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":22,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}