在问题2 2025年,技术巨头在全球采用AI的同时,猛增了AI的开支,推动了创纪录的基础设施投资和收入增长。 In Q2 2025, tech giants surged AI spending, driving record infrastructure investments and revenue growth amid rising global AI adoption.

2025年,主要技术公司加快了人工智能和数字转换,Meta、微软和三星通过共计数十亿美元的交易对基础设施进行了大量投资,其中包括140亿美元的核心网络协议和与Nebius的174亿美元GPU项目。 In Q2 2025, major tech firms accelerated AI and digital transformation, with Meta, Microsoft, and Samsung investing heavily in infrastructure through deals totaling billions, including a $14 billion CoreWeave agreement and a $17.4 billion GPU project with Nebius. OpenAI公司发射了Sora 2号卫星,人类学家介绍了Claude Sonnet 4.5号卫星,AWS和Oracle等云源供应商扩大了其AI倡议。 OpenAI launched Sora 2, Anthropic introduced Claude Sonnet 4.5, and cloud providers like AWS and Oracle expanded their AI initiatives. 由于人工智能和云服务, Alphabet,Snap 和 Pinterest 的收入增长迅速,而零售,航空和体育领域的公司则采用了新技术. Revenue growth surged at Alphabet, Snap, and Pinterest due to AI and cloud services, while companies across retail, aviation, and sports adopted new technologies. 预计2025年全球AI基础设施支出将达到3,750亿美元,预计到2030年将达到数万亿美元,尽管投资强劲,但可持续性和货币化仍然令人关切。 Global AI infrastructure spending is projected to reach $375 billion in 2025, with trillions expected by 2030, though concerns remain over sustainability and monetization despite strong investment.