摩根士丹利：人工智能相关的云基础设施资本支出备受瞩目
摩根·2025-02-27 15:37
February 26, 2025 08:32 PM GMT Global Technology AI Cloud Capex in the Spotlight We summarize Morgan Stanley Research outlooks for different parts of the AI supply chain across regions. Key Takeaways Positive commentaries from CSPs driving up capex: The supply chain is complicated, but our supply chain 101 guide, "Unraveling the Global Cloud AI Supply Chain," can help explain its structure and decode its implications and contradictions. We have updated our Global Cloud Capex Tracker following the earnings r ...