EPISODE · May 10, 2026 · 2 MIN
字节再加码！全球AI资本开支持续上修 算力步入全链通胀
from 科技热点新闻
1.字节跳动今年计划资本支出较此前的初步计划增加了25%。2.豆包开启付费测试被多家券商评作“具有里程碑意义”，验证算力资源稀缺现状的同时，也标志着AI初步进入商业化变现阶段。3.券商指出，国内算力黄金年代开启，供给紧缺下好用的算力本身就是最核心的资产。
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字节再加码！全球AI资本开支持续上修 算力步入全链通胀
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