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资本支出 (Capex)

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资本

资本支出 (Capex)

概念
本站收录 7 集 · 15 条金句 · 关联 10 个

集里怎么说它

① 提到它的金句

15 条

即使是现在，我的意思是行业正在爆发，正如我提到的，如今每年 3000 亿美元的资本支出，我会说全世界从事这方面工作的人可能不到 1000 人，这太疯狂了。
Even now, I mean the industry is blowing up, as I mentioned, 300 billion a year CapEx today, and I would say maybe less than 1,000 people working on it worldwide, which is just crazy.
—— Benjamin Mann · [26:14]

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原因在于创建前沿模型完全是资本支出的函数。
And the reason for that is that creating a frontier model is entirely a function of CapEx.
—— Bret Taylor · [52:57]

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这是一个万亿美元的行业,他们每年在资本开支上花 2000 亿美元,而他们不赚钱。
And it’s a trillion-dollar industry, and they spend $200 billion a year on CapEx, and they don’t make any money.
—— Benedict Evans · [05:06]

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事情是这样的，这种什么都不做的策略并不是真的什么都不做。它们正在 CapEx 上花费数千亿美元。
The thing is like this do nothing approach is not really doing nothing. They’re blowing hundreds of billions of dollars on CapEx.
—— David Cahn · [55:35]

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这就是为什么如此多的 CapEx 正在投入，但推理工作负载还不到 10%。
That’s why so much CapEx is going, but inference workloads are less than 10%.
—— Navin Chaddha · [28:58]

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每个仓库 120 万美元的前期资本支出。
$1.2 million in upfront CapEx per warehouse.
—— Kevin Gibbon · [13:45]

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我们今年的资本支出略超过一万亿美元。
We’re at a little bit over a trillion dollars of CapEx this year.
—— 嘉宾 · [01:03]

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晶圆厂层面 60 亿美元的资本支出将产生超过一万亿美元的终端 AI 收入。
Six billion of capex at the fab level will have generated over a trillion dollars of end AI revenue.
—— Dylan Patel · [08:53]

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这就是这一切的讽刺之处：今年一万亿美元的资本支出，以及未来五年即将到来的十万亿美元，是为了把数据移动几厘米和几毫米。这就是 AI。
So this is the irony of it all, that the trillion dollars of CapEx this year and the 10 trillion over the next five years that are coming is to move data centimeters and millimeters. That’s AI.
—— Tony Kim · [07:08]

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这条干净且可预测的曲线真正引发了 AI 前沿竞赛,因为你可以预测模型质量和能力的提升会是什么样子,这正是当今支撑巨额资本开支和 AI 建设浪潮的基础。
And this clean and predictable curve is what really set off the race for the AI frontier, because you can forecast what model quality and capability improvements will look like, and this is what’s underwriting the massive CapEx investments and the AI build-out today.
—— Devansh Tandon · [02:42]

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而当我们谈论超大规模云厂商的这笔 CapEx 时，我们应该把它看作是别人的订单簿。
And as we talk about this CapEx for the hyperscalers, we should think of it as someone else’s order book.
—— Santiago Rodriguez · [12:38]

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我对今天的主题非常兴奋，因为我们正处于人类历史上最大规模资本支出建设的进程中。
I am very excited for today’s topic because we are in the middle of the biggest CapEx build out in human history.
—— 嘉宾 · [00:59]

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看明年，全美国的 CapEx 将达到大约 2 万亿美元的量级，不仅仅是数据中心和芯片，还包括人们正在投资的供应链的其余所有部分。
if you look at like next year, CapEx across the US will be on the order of $2 trillion, not just data centers and chips, but also all the rest of the supply chain that people are investing in.
—— Dylan Patel · [03:01]

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这些数字比实际要低，因为人们正在低估美国、北美以及全世界正在发生的 CapEx 的数量和规模。
these numbers are lower than the actual because people are understating the amount and size of CapEx that’s happening in the US and North America and the world.
—— Dylan Patel · [03:34]

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经济学家们保守的分析表明，到 2030 年，它们需要产生 2.6 万亿美元的收入，才能证明其资本支出是合理的。而整个软件市场是 1.4 万亿美元。
Conservative analysis by the economists are showing that they need to be generating 2.6 trillion in revenue to justify their capex expenditure by 2030. The entire software market is 1.4 trillion.
—— Sam Newman · [93:19]

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