Google shares fall over 7% after raising capital expenditure forecast to $205 billion

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Google (GOOG.O) shares dropped more than 7% on Thursday after raising its capital expenditure forecast to $195–$205 billion for the year. The move has raised concerns about the financial burden of the AI arms race. On-chain data shows rising infrastructure costs amid aggressive spending. Google leads the earnings report lineup, with Meta, Microsoft, and Amazon to follow. Analysts note that the spending surge is concerning amid higher interest rates and supply constraints. Altcoins to watch may react to broader market movements driven by tech spending trends.
ME AI消息，根据MSX.COM数据，谷歌(GOOG.O)在将今年的资本支出预测从此前的1900亿美元上调至1950亿至2050亿美元后，股价周四下跌超过7%。这再次提醒人们，硅谷人工智能竞争的全部成本在很大程度上仍未被充分认知。 谷歌是首家公布季度财报的大型科技公司，Meta、微软和亚马逊将于下周公布财报。这四家公司此前已在4月透露，今年将累计投入高达7250亿美元用于人工智能发展；若以谷歌为参考，到下周结束时这一数字还将进一步增加。尽管如此，这些投资的回报仍不明确。投资公司高级分析师托马斯·蒙特罗表示：“谷歌更大规模的支出计划‘并不令人满意’。加之利率环境持续上升以及人工智能基础设施持续面临供需紧张，企业单纯依赖现金流融资的模式正逐渐失去吸引力。”(金十)（来源：ODAILY）
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