科技巨人对数据中心项目的短暂暂停 并不能阻止300B+AI基础设施的繁荣。 Tech giants' brief pause on data center projects doesn't halt the $300B+ AI infrastructure boom.

尽管最近微软停止俄亥俄州的一个数据中心项目以及亚马逊报告暂停一些租约引发了关切, 但AI数据中心的繁荣依然强劲。 Despite recent concerns triggered by Microsoft halting a data center project in Ohio and Amazon's reported pause on some leases, the AI data center boom remains strong. 商业房地产专家说,某些数据中心支出中的“暂停”很可能是暂时的,还有数千亿美元有待投资。 Commercial real estate experts say the "pause" in some data center spending is likely temporary, with hundreds of billions of dollars still to be invested. 来自Vertiv和Alphabet等供应商的最近收入,加上亚马逊的评论,表明对AI基础设施的需求持续强劲。 Recent earnings from suppliers like Vertiv and Alphabet, along with Amazon's comments, suggest ongoing robust demand for AI infrastructure. 预计主要技术公司今年将花费3 000多亿美元用于数据中心,从而增强市场的复原力。 Major tech companies are expected to spend over $300 billion on data center capex this year, reinforcing the market's resilience.