发布日期:2025-03-08
周五美股算力因为微软砍数据中心的Channel Check大跌,而且我观察到这个话题周末发酵的很快,各路Twitter大V都在收盘后开始Debate。 Rumour是这个: Rumor going around that $MSFT is paying penalties to get out of some data center contracts power agreements-- changing tone drastically on CAPEX growth. Might be...