由于供过于求,微软暂停了美国和欧洲的新数据中心项目,将资源重新分配到AI基础设施。
Microsoft pauses new data center projects in U.S. and Europe due to oversupply, reallocating resources to AI infrastructure.
微软公司已停止在美国和欧洲实施新的数据中心项目计划,
Microsoft has halted plans for new data center projects in the U.S. and Europe, citing an oversupply relative to current demand.
这一决定在很大程度上是由于支持OpenAI培训工作量的需要减少,导致Google和Meta承担了超额能力。
This decision, largely driven by a reduced need to support OpenAI's training workloads, has led Google and Meta to take up the excess capacity.
尽管采取了这项举措,微软公司仍承诺在本财政年度为AI基础设施支出800亿美元。
Despite this move, Microsoft remains committed to spending $80 billion on AI infrastructure this fiscal year.
对美国科技公司大量人工智能投资的投资者怀疑已经上升, 原因是回报缓慢, 以及中国廉价的人工智能创业企业(如DeepSeek)的竞争。
Investor skepticism over heavy AI investments by U.S. tech firms has risen due to slow returns and competition from cheaper Chinese AI startups like DeepSeek.