Meta 和 Microsoft 投资 AI 数据中心，因为华尔街对立竿见影的回报感到担忧。 Meta and Microsoft invest in AI data centers amid Wall Street concerns over immediate returns.
Meta和微软科技巨头正在加大对AI数据中心的投资,以满足不断增长的需求,尽管华尔街担心这些支出会立即得到回报。 Tech giants Meta and Microsoft are ramping up investments in AI data centers to meet rising demand, despite Wall Street's concerns over immediate returns on these expenditures. 两家公司都报告收入丰厚,微软的AI业务预计年运行率将超过100亿美元。 Both companies reported strong earnings, with Microsoft’s AI business projected to exceed a $10 billion annual run rate. 然而,由于投资者寻求更快的财务结果,它们的巨额资本支出可能会对利润率造成压力,导致股票价格下跌。 However, their substantial capital spending may pressure profit margins, leading to declines in stock prices as investors seek quicker financial results.