苹果资本开支低于 AI 热潮启动前，四大超大规模厂商扩张约 6-9 倍
"While the four main hyperscalers have increased their respective capex since 2023 anywhere from ~6x-9x, Apple’s capex is actually less than it was b...
AI 导读
引述 @MosesSternstein 的观点指出，自 2023 年以来四大主要超大规模厂商的资本开支分别增长约 6-9 倍，而苹果的资本开支实际上低于 AI 支出热潮启动之前的水平。
来源：@dailychartbook · x.com