馬克·貝尼奧夫（Marc Benioff）公開質疑Big Tech的AI支出狂潮是否正在取得有意義的進步。 Salesforce首席執行官以其直率的行業評估而聞名，對數十億美元的興趣湧入人工智能，尤其是Microsoft，Google和Meta。
Salesforce在周三的收益電話 Marc Benioff強調，該公司避免了可以耗盡其財務資源的投資。
“我們沒有建造1000萬美元，2000萬美元，3000萬美元，1000億美元的努力，這可能是某種巨大的付款。降低我們的所有現金和未來幾年的所有利潤。”
Microsoft已向AI基礎架構投入了800億美元，旨在主導基於雲的人工智能。但是，該公司已停止在威斯康星州建立33億美元的AI數據中心的建設，並取消了多個雲擴展租賃。
Google，儘管AI積極推動，但在AI投資中宣布了750億美元的股票下降，使投資者毫無疑問其長期盈利能力。同時，OpenAi是一個主要的Microsoft合作夥伴，在從軟銀進行了400億美元的投資以獨立擴展其AI計算基礎架構之後，越來越多地轉移了Azure。
Microsoft尤其是在要求重新啟動的
儘管其最初的擴展計劃，Microsoft已開始減慢其AI基礎設施的增長。該公司削減了數據中心的租賃，影響了數百兆瓦的計劃雲容量。 Analysts suggest that Microsoft’s optimistic AI demand forecasts did not fully materialize, particularly as OpenAI seeks alternative compute providers.
Satya Nadella has publicly reaffirmed Microsoft’s close ties with OpenAI, stating that “OpenAI APIs are exclusive to Azure going forward even, so nothing changes there… OpenAI has committed to Azure in a very significant way.”
However, OpenAI’s latest moves indicate otherwise. The company is reportedly shifting some of its workloads to SoftBank in the Stargate Project, a large-scale AI data center initiative backed by the Trump administration, diversifying its infrastructure providers.
Google’s $75 Billion AI Investment Draws Investor Scrutiny
While Microsoft is adjusting its AI infrastructure plans, Google is taking an aggressive expansion approach. The company has pledged $75 billion to AI development, including expanding its cloud AI services and training advanced machine learning models.
However, rather than boosting confidence, the investment led to a decline in Alphabet’s stock since its announcement, with investors worried about whether these costs will translate into immediate revenue.
Google’s cloud division plays a central role in its AI strategy, yet recent earnings reports indicate that revenue growth did not meet expectations, prompting further concerns over the sustainability of AI infrastructure investments.
While Google remains a leader in AI research with its Gemini models, financial analysts remain skeptical about whether its aggressive cloud expansion will deliver strong near-term returns.
OpenAI Moves Away From Microsoft, Strengthens SoftBank Partnership
One of the most striking developments in AI infrastructure is OpenAI’s shift toward a multi-cloud strategy. AI公司在很大程度上依賴Microsoft Azure，但最近的投資表明，它正在尋求減少對單個雲提供商的依賴。 OpenAI已從軟銀獲得了400億美元的投資，這將有助於它超越微軟的雲服務。
軟銀高管解釋了此舉，指出“單獨的軟件將不夠”，並強調AI特定的硬件和基礎設施的重要性的長期策略，確保它可以訪問多個AI計算提供商。
元元的2000億美元AI押注:一個動力移動或風險的賭博?
儘管其最初的擴展計劃，Microsoft已開始減慢其AI基礎設施的增長。該公司削減了數據中心的租賃，影響了數百兆瓦的計劃雲容量。 Analysts suggest that Microsoft’s optimistic AI demand forecasts did not fully materialize, particularly as OpenAI seeks alternative compute providers.
Satya Nadella has publicly reaffirmed Microsoft’s close ties with OpenAI, stating that “OpenAI APIs are exclusive to Azure going forward even, so nothing changes there… OpenAI has committed to Azure in a very significant way.”
However, OpenAI’s latest moves indicate otherwise. The company is reportedly shifting some of its workloads to SoftBank in the Stargate Project, a large-scale AI data center initiative backed by the Trump administration, diversifying its infrastructure providers.
Google’s $75 Billion AI Investment Draws Investor Scrutiny
While Microsoft is adjusting its AI infrastructure plans, Google is taking an aggressive expansion approach. The company has pledged $75 billion to AI development, including expanding its cloud AI services and training advanced machine learning models.
However, rather than boosting confidence, the investment led to a decline in Alphabet’s stock since its announcement, with investors worried about whether these costs will translate into immediate revenue.
Google’s cloud division plays a central role in its AI strategy, yet recent earnings reports indicate that revenue growth did not meet expectations, prompting further concerns over the sustainability of AI infrastructure investments.
While Google remains a leader in AI research with its Gemini models, financial analysts remain skeptical about whether its aggressive cloud expansion will deliver strong near-term returns.
OpenAI Moves Away From Microsoft, Strengthens SoftBank Partnership
One of the most striking developments in AI infrastructure is OpenAI’s shift toward a multi-cloud strategy. AI公司在很大程度上依賴Microsoft Azure，但最近的投資表明，它正在尋求減少對單個雲提供商的依賴。 OpenAI已從軟銀獲得了400億美元的投資，這將有助於它超越微軟的雲服務。
軟銀高管解釋了此舉，指出“單獨的軟件將不夠”，並強調AI特定的硬件和基礎設施的重要性的長期策略，確保它可以訪問多個AI計算提供商。
元元的2000億美元AI押注:一個動力移動或風險的賭博?
，而Microsoft和Google和Google的AI基礎設施策略都在啟動了200美元的一定數量。作為AI計算功率的主要參與者。
META已經建立了100,000個NVIDIA H100 GPU群集來訓練其AI模型，包括即將到來的Llama 4。但是，這種前所未有的擴展引發了問題。如果AI的需求減慢或基礎架構的成本超過了採用的費用，則可能會使計算能力過多和重大的財務壓力。
某些分析師認為，如果AI的長期運營效率不得 P>與競爭對手不同，Apple正在採取不同的AI投資方法。該公司已向AI和Semiconductor Manufacturing承諾了5000億美元，但其重點不是基於雲的AI型號。取而代之的是，Apple正在優先考慮設備上的AI功能和芯片生產，以確保其AI處理與其硬件生態系統保持緊密結合。
Apple的策略與其控制其供應鍊和減少第三方銷售商的供應鍊和依賴的歷史偏愛相吻合。這項投資還投入了更廣泛的美國半導體推動力，該推動力已由《籌碼法》等政府倡議激勵。雖然其他公司押注大規模雲AI，但蘋果正在確保其AI功能針對自己的設備進行了優化，從而加強了其長期產品路線圖。
貝尼奧夫（Benioff）對Microsoft of Microsoft
Benioff對Aii的批評的批評歷史並不是新的。他對微軟的批評可以追溯到2016年，當時他說:“我只是在那時得出的結論是，新的Microsoft實際上是舊的Microsoft。”
他的挫敗感源於Microsoft的積極業務策略，源於對LinkedIn的收購，尤其是在對抗逆擊狀態進行了策略，而不是
已經投資了數十億美元併計劃進一步計劃，未來幾年將顯示AI基礎設施的擴展會表明，如果公司是否會帶來燃油變換的突破-如果公司是否會伴隨著過度構成的