\nMarile companii din domeniul tehnologiei \u015fi-au majorat cheltuielile de capital cu 50%, ajung\u00e2nd la peste 100 de miliarde de dolari \u00een acest an, pe m\u0103sur\u0103 ce se \u00eentrec \u00een a construi infrastructura care s\u0103 sus\u0163in\u0103 inteligen\u0163a artificial\u0103, \u00een ciuda scepticismului cresc\u00e2nd al Wall Street cu privire la randamentul acestor investi\u0163ii f\u0103r\u0103 precedent.<\/p>\n
\nMicrosoft, Alphabet, Amazon \u015fi Meta au dezv\u0103luit cre\u015fteri masive ale cheltuielilor \u00een primele \u015fase luni ale anului 2024 – \u00een valoare total\u0103 de 106 miliarde de dolari – \u00een ultimele lor rapoarte trimestriale de c\u00e2\u015ftiguri, \u00een timp ce liderii lor au \u00eenl\u0103turat agita\u0163ia de pe pia\u0163a bursier\u0103 pentru a promite noi cre\u015fteri ale investi\u0163iilor \u00een urm\u0103toarele 18 luni.<\/p>\n
\n“\u00cen acest moment, a\u015f prefera s\u0103 risc s\u0103 construiesc capacitatea \u00eenainte de a fi necesar\u0103, dec\u00e2t prea t\u00e2rziu”, a declarat s\u0103pt\u0103m\u00e2na aceasta Mark Zuckerberg, \u015feful Meta, care a prezis c\u0103 cheltuielile de capital ale Facebook ar putea atinge 40 de miliarde de dolari \u00een acest an.<\/p>\n
\nPreviziunile lor colective \u00eenseamn\u0103 c\u0103 investi\u0163iile Big Tech legate de inteligen\u0163a artificial\u0103 s-ar putea mai mult dec\u00e2t dubla p\u00e2n\u0103 la sf\u00e2r\u015fitul anului. Anali\u015ftii de la Dell’Oro Group se a\u015fteapt\u0103 acum ca p\u00e2n\u0103 la 1 miliard de dolari s\u0103 fie direc\u0163iona\u0163i c\u0103tre infrastructur\u0103, cum ar fi centrele de date, \u00een termen de cinci ani, chiar dac\u0103 companiile nu au reu\u015fit p\u00e2n\u0103 acum s\u0103 conving\u0103 investitorii c\u0103 clien\u0163ii lor sunt preg\u0103ti\u0163i s\u0103 cheltuiasc\u0103 sume mari pentru produsele \u015fi serviciile AI.<\/p>\n
\n“Echipele de conducere din domeniul tehnologiei \u00ee\u015fi intensific\u0103 pariurile pe cheltuieli”, a declarat Jim Tierney, \u015feful departamentului de cre\u015ftere din SUA al AllianceBernstein. “Investitorii \u00eenc\u0103 nu \u015ftiu clar care sunt toate modelele de afaceri \u015fi beneficiile. Acest lucru creeaz\u0103 un mediu de tip “ave\u0163i \u00eencredere \u00een noi” care nu este prea lini\u015ftitor, av\u00e2nd \u00een vedere cheltuielile agregate.”<\/p>\n","protected":false},"excerpt":{"rendered":"
Marile companii din domeniul tehnologiei \u015fi-au majorat cheltuielile de capital cu 50%, ajung\u00e2nd la peste 100 de miliarde de dolari \u00een acest an, pe m\u0103sur\u0103 ce se \u00eentrec \u00een a construi infrastructura care s\u0103 sus\u0163in\u0103 inteligen\u0163a artificial\u0103, \u00een ciuda scepticismului cresc\u00e2nd al Wall Street cu privire la randamentul acestor investi\u0163ii f\u0103r\u0103 precedent. Microsoft, Alphabet, Amazon […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[283,246],"class_list":["post-228987","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-cheltuieli","tag-crestere"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/228987","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=228987"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/228987\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=228987"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=228987"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=228987"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}