五大科技巨头承诺超 1.3 万亿美元数据中心租赁
原标题：Oracle, Microsoft, Meta, Amazon and Google have committed to more than $1.3T in future leases, mostl...
68AI 研判分
Oracle、微软、Meta、亚马逊和谷歌已承诺超过 1.3 万亿美元的未来数据中心租赁，其中约 70% 集中在最近四个季度。这一激增主要源于 AI 算力基础设施的扩张需求，标志着科技巨头在硬件投入上的加速竞赛。
报道正文
Rohan Paul (@rohanpaul_ai) · 2026-11-02 13
Oracle, Microsoft, Meta, Amazon and Google have committed to more than $1.3T in future leases, mostly since mid-2025.
Through 2024 that pile grew slowly, with Microsoft supplying most of it. Meta and Google led the newest commitments.
Chart from Bloomberg
And ~70% of Big Tech’s $1.3T in future data center leases was added in the last four quarters.
