Rohan Paul· @rohanpaul_ai · X·· 2026-06-25AI 评分70
AI 导读
Startupfortune：大型科技公司本月市值蒸发2.7万亿美元。 主要担忧是资本支出。大型实验室预计2026年资本支出约7250亿美元，较去年的4100亿美元增长77%。 高盛更进一步，报告称预计到2030年这些实验室的AI支出将达到5.3万亿美元。
正文 · 原文
Startupfortune: Big Tech has shed $2.7T in market value this month.
The main concern was about capex. The big labs are projected to spend around $725B on capital expenditure in 2026, a 77% jump from $410B last year.
Goldman Sachs goes further, and reporting that it expects AI spending by those labs to hit $5.3T by 2030.
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startupfortune. com/big-tech-has-lost-27-trillion-in-market-value-this-month-as-investors-question-whether-ai-can-pay-for-itself/
来源：Rohan Paul · x.com