Moody's 称五大超大规模云厂商未来承诺达约 $2.8T

Rohan Paul· @rohanpaul_ai · X·2026-09-25 06:50· 2026-09-25AI 评分66

AI 导读

Moody's 表示五大超大规模云厂商的未来承诺合计约 $2.8T，从 2023 年的约 $350B 增长而来。其中包含超过 $1T 的未开工数据中心租赁、约 $1.57T 的采购承诺和约 $137B 的担保。

正文 · 原文

Moody's saying the 5 biggest hyperscalers have about $2.8T in future commitments.

These are combined future lease commitments, purchase commitments and guarantees, which have grown from about $350B in 2023 to roughly $2.8T now.

The current $2.8T includes more than $1T of uncommenced data-center leases, about $1.57T of purchase commitments, and about $137B of guarantees.

来源：Rohan Paul · x.com