AI Software Deep Dive_ Top Debates Into 2025
AIRPO·2024-12-20 00:37
-MSFT F1Q25 Earnings Call Source: Earnings Calls Brent Thill, Equity Analyst, (415) 229-1559, bthill@jefferies.com 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 Hyperscalers + META Ramping Capex To Build Foundations of AI & Alleviate Capacity Constraints | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------------------------------|-------|-------|-------|-------------|-------|-------|-----------|-----------|-----------|-------|-----------|--------| | $300 \n$250 \n$200 \n$150 \n$1 ...