微软的「算力税」困境：从云服务商到 AI 生存竞赛的变焦

微软的「算力税」困境：从云服务商到 AI 生存竞赛的变焦：在雷德蒙德的办公楼里，资本开支（Capex）的数字正变成一个令人窒息的「紧箍咒」。微软刚刚在第二季度交出了 375 亿美元的资本支出账单，这个数字不仅刷新了纪录，更像是一枚重磅炸弹，直接震落了 3570 亿美元的市值。尽管 Azure 的订…

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微软的「算力税」困境：从云服务商到 AI 生存竞赛的变焦

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