rohanpaul_ai· @rohanpaul_ai · X·· 3 小时前AI 评分
Oracle、Microsoft、Meta、Amazon 和 Google 承诺逾 1.3 万亿美元未来租约
Oracle、Microsoft、Meta、Amazon 和 Google 已承诺超过 1.3 万亿美元的未来租约，其中多数自 2025 年中以来签署。2024 年前相关租约增长较慢，Microsoft 贡献最大，Meta 和 Google 主导最新承诺；过去四个季度新增金额约占这 1.3 万亿美元的 70%。
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.
来源：rohanpaul_ai · x.com