Rohan Paul@rohanpaul_ai

2026-06-25 00:26·8天前

AI 摘要

Startupfortune：大型科技公司本月市值蒸发2.7万亿美元。主要担忧是资本支出。大型实验室预计2026年资本支出约7250亿美元，较去年的4100亿美元增长77%。高盛更进一步，报告称预计到2030年这些实验室的AI支出将达到5.3万亿美元。

Startupfortune： Big Tech has shed $2.7T in market value this month.

The main concern was about capex. The big labs are projected to spend around $725B on capital expenditure in 2026， a 77% jump from $410B last year.

Goldman Sachs goes further， and reporting that it expects AI spending by those labs to hit $5.3T by 2030.

--- startupfortune. com/big-tech-has-lost-27-trillion-in-market-value-this-month-as-investors-question-whether-ai-can-pay-for-itself/

Rohan Paul@rohanpaul_ai · X

2026-06-25 00:26·8天前

AI 摘要

Startupfortune： Big Tech has shed $2.7T in market value this month.

The main concern was about capex. The big labs are projected to spend around $725B on capital expenditure in 2026， a 77% jump from $410B last year.

Goldman Sachs goes further， and reporting that it expects AI spending by those labs to hit $5.3T by 2030.

--- startupfortune. com/big-tech-has-lost-27-trillion-in-market-value-this-month-as-investors-question-whether-ai-can-pay-for-itself/