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SxMon
#谷歌云业务增长82%,AI投入回报如何? 谷歌云82%的高增长,说明AI投入已经实现商业化落地,依托TPU+Gemini全栈优势拿到大量长期订单、利润率明显改善;但这是重资产生意,巨额资本开支压制现金流,当前亮眼的云利润还没覆盖全链路研发与持续扩产成本,高增速红利能否持续、扛住行业价格战,仍是中长期最大考验。
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