科技早餐 7/24｜Google Cloud 營收暴增 82%，Alphabet 資本支出上看 2,050 億美元

from 科技報橘 · host TechOrange 科技報橘

＊ Alphabet 雲端營收大增 82%，資本支出上看 2,050 億美元＊ AMD 拿下 Anthropic 2 GW 大單，挑戰 NVIDIA AI 晶片版圖＊美國資料中心 2035 年用電占兩成，預測半年上修 83% ＊ Reddit 與新聞媒體重新評估 Google，AI 摘要衝擊搜尋導流＊ Amazon 裁 AGI、Uber 砍客服，AI 投資伴隨組織重整每日閱讀 📊【科技早餐】更多則新聞 https://techorange.com/2026/07/24/ai-infrastructure-alphabet-capex-amd-anthropic/ 延伸議題 📖 AMD 首次投資 Anthropic！賣數百億美元晶片還加碼砸 50 億，圖的是什麼？ https://techorange.com/2026/07/23/amd-anthropic-ai/ -- Hosting provided by SoundOn

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科技早餐 7/24｜Google Cloud 營收暴增 82%，Alphabet 資本支出上看 2,050 億美元

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