五大科技巨头SI支出承诺逾3万亿美元：Alphabet一家逾1万亿、部分租约长达30年
据彭博社10月30日统计，Alphabet、Meta、Microsoft、Amazon 与 Oracle 五家公司披露的未来超级智能（SI）支出承诺合计已超过3万亿美元，高于今年7月统计的约2.4万亿美元，单季增长约四分之一。这些数字来自各公司自己的季度申报文件，是把租赁、建筑、能源合同与设备订单逐项加总的结果，不是分析师估测。
其中 Alphabet 一家就占1万亿美元以上，约为其一年前水平的近8倍；Meta 占8000亿美元以上。总额中约1.3万亿美元是未来租赁，部分租期长达30年；约1.9万亿美元是采购与建设订单。
这一统计出炉的同一周，市场开始为这笔账单定价：Alphabet 在10月29日单日市值蒸发约5000亿美元，纳斯达克指数10月30日大幅下跌、创下自6月以来最差单日表现。
现金面也已显露压力：Alphabet 出现季度自由现金流为负，Amazon 的过去12个月自由现金流同样为负。据彭博社报道。
Big Tech's SI Spending Commitments Top $3 Trillion: Alphabet Alone Accounts for Over $1 Trillion
Alphabet, Meta, Microsoft, Amazon and Oracle have disclosed more than $3 trillion in future AI spending commitments, up from about $2.4 trillion counted in July — a jump of roughly a quarter in a single quarter, Bloomberg reported on October 30. The figures come from the companies' own quarterly filings, not from analyst estimates: leases, buildings, energy contracts and equipment orders, added up.
Alphabet alone accounts for more than $1 trillion of the total, nearly eight times its level a year ago, and Meta for more than $800 billion. About $1.3 trillion of the total is future leases, some running as long as 30 years, and about $1.9 trillion is purchase and construction orders.
The tally landed in the same week the market started pricing the bill: Alphabet lost about $500 billion of market value in a single session on October 29, and the Nasdaq fell sharply on October 30, its worst single day since June.
The cash side already shows strain: Alphabet posted negative quarterly free cash flow, and Amazon negative trailing-twelve-month free cash flow, according to Bloomberg.
来源：GSM·美国（原文链接）
图片来源：图：一座在建的数据中心（资料图）。照片：Hugh Venables，CC BY-SA 2.0，经 Wikimedia Commons。 / A data center under construction (file photo). Photo by Hugh Venables, CC BY-SA 2.0, via Wikimedia Commons.
