Rohan Paul@rohanpaul_ai · XAI 摘要
科技巨头的AI竞赛投资达6000亿美元，正通过季度收益评估回报。Alphabet、Microsoft、Meta和Amazon的业绩将测试AI投资效果，云业务是关键指标，预测AWS增长近25%，Azure 40%，Google Cloud 50.1%。Microsoft面临压力，股价下跌约12%，且仅3.3%的4.5亿企业用户付费使用Copilot，显示其AI商业化挑战。
Big Tech's $ 600B AI race has reached its earnings test.
Quarterly results from Alphabet， Microsoft， Meta， and Amazon， all due on Wednesday.
Cloud is the cleanest test， with forecasts near 25% for AWS， 40% for Azure， and 50.1% for Google Cloud.
Microsoft looks weakest because its stock is down about 12%， while only 3.3% of its 450M enterprise users reportedly pay $30/month for Copilot.
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reuters .com/business/retail-consumer/big-tech-investors-gauge-payoff-ai-spending-set-hit-600-billion-2026-04-28/