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8250亿美元!Meta未来支出承诺曝光 AI算力与能源都要买

2026-10-22 20:39:17 网络 阅读(1)

Meta(META-US)揭露,已承诺未来将为各类租赁与合约支出约8250亿美元,其中许多涉及人工智慧(AI)运算能力与基础设施。这笔金额高于公司7月公布的近7000亿美元,显示其长期支出承诺持续扩大。

8250亿美元!Meta未来支出承诺曝光 AI算力与能源都要买

根据Meta周四(22日)提交的申报文件,尚未纳入资产负债表的营业租赁与融资租赁,总额达3557亿美元,涵盖资料中心及能源基础设施等项目,相关租约将于今年剩余期间至2036年间陆续起租。

此外,截至9月30日,Meta另有4545亿美元不可取消的短期及长期合约,许多涉及第三方云端运算资源、资料中心能源协议,以及旗下Reality Labs部门的消费性硬体产品。

Meta也承诺在五年内采购最高147亿美元的云端运算容量,但若云端服务供应商将相关容量出售给其他客户,Meta必须采购的金额可能随之减少。

上述三类承诺合计约8249亿美元,涵盖不同期间的租赁与采购义务,并非单一年度的资本支出,也不全数用于AI。

Meta在周三公布季度财报时,已上调今年资本支出计划,并宣布推出一种不具投票权的新类别股票,未来可能用于支付收购及其他支出。在持续扩大AI运算与基础设施布局之际,这些揭露也让外界更清楚掌握其长期财务承诺的规模。

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      "img": "https://cimg.cnyes.cool/prod/news/6635754/l/4e8b9f6c42f25918f43c0eabc6fd2a44.jpg",
      "createdAt": "2026-10-22T06:10:47.000Z",
      "description": "AI基建投资激增带动资料中心需求,诺基亚第三季调整后营益6.05亿欧元、净销售52亿欧元,均优于预期。
执行长Hotard推动转型,扩大AI与资料中心布局;诺基亚收购Infinera,可望带入2亿欧元综效。
诺基亚重组费用上调至11亿欧元,行动基础建设部门销售年增5%至29亿欧元。",
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    {
      "id": 21470,
      "title": "SpaceX宏大AI目标挑战现实极限 马斯克看好明年新增10GW算力",
      "shortTitle": "SpaceX宏大AI目标挑战现实极限 马斯克看好明年新增10",
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      "description": "SpaceX AI算力9月不到2GW,目标今年底2.5至3GW;马斯克称2027年增10GW,明年底新增不到13GW会意外。
分析师估值分歧:摩根大通看500美元、2028年EPS逾24美元;摩根士丹利仅估明年底8.3GW,忧电力、执行与融资风险。
为扩充AI,SpaceX恐需大举举债与砸资本支出。",
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      "path": "/hour"
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    {
      "id": 21471,
      "title": "华尔街巨鳄Griffin直言AI泡沫确实存在 但不代表该出清持股",
      "shortTitle": "华尔街巨鳄Griffin直言AI泡沫确实存在 但不代表该出清",
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      "description": "格里芬称投资人几乎肯定身处AI泡沫,但未建议出清AI股。
他指AI代理已将城堡部分研究工时由数周缩至几小时,且GPU供过于求恐压低价格。
Gartner估2025年全球AI支出近1.5兆美元;若客户不买单高价,晶片与云端业者将受冲击。",
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      "title": "有别于亚马逊!沃尔玛推出AI购物新工具:允许ChatGPT与Gemini等代理人直接下单",
      "shortTitle": "有别于亚马逊!沃尔玛推出AI购物新工具:允许ChatGPT与",
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下月上线Walmart Agent Profiles,可为代理人设支出上限、逐笔审核,并分开查看交易纪录。
沃尔玛可串接ChatGPT、Gemini、Muse,且不需Walmart+。",
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美债殖利率全线跌逾3个基点,30年期降至5.38%,创9月23日来低点;10月彭博美债报酬率指标回升约1.2%。
澳纽公债同步走扬,日元兑美元升0.3%至157.68,分析指AI热潮受挫凸显日元避险地位。",
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      "id": 21475,
      "title": "〈陆股盘后〉政策希望落空 中国股市坠入熊市",
      "shortTitle": "〈陆股盘后〉政策希望落空 中国股市坠入熊市",
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      "description": "中国股市跌入熊市,自5月高点市值蒸发2.4兆美元。
沪深300周四跌1.8%,创业板指跌4.37%。
消费低迷、AI公司获利疑虑升高,加上缺乏大规模消费刺激,令投资人失望。",
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      "id": 21476,
      "title": "电动车需求发酵与中国品牌崛起 欧洲9月车市年增10.2%",
      "shortTitle": "电动车需求发酵与中国品牌崛起 欧洲9月车市年增10.2%",
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纯电动车挂牌量增59.9%至41.6万辆,法德补助与高油价推升需求
中国车厂在欧洲市占升至14.6%,福斯、雷诺与Stellantis市占下滑",
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      "id": 21477,
      "title": "美光直球回应长鑫4F² 表态不跟进、3D DRAM长期成本更具优势",
      "shortTitle": "美光直球回应长鑫4F² 表态不跟进、3D DRAM长期成本更",
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      "createdAt": "2026-10-22T08:10:02.000Z",
      "description": "长鑫拚年底推4F² DDR5 RDIMM,美光总裁DeBoer称评估后仍维持6F²,直接走向3D DRAM。
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法人指4F²量产与良率仍待验证,短期难改产业格局;三星也传评估导入4F²。",
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外销订单优于预期,上半年上市柜获利3.6兆元,全年有望挑战8兆元。
融资余额逆增逾62亿元,筹码压力未解,短线不宜贸然加码摊平。",
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    "description": "Meta(META-US)揭露,已承诺未来将为各类租赁与合约支出约8250亿美元,其中许多涉及人工智慧(AI)运算能力与基础设施。这笔金额高于公司7月公布的近7000亿美元,显示其长期支出承诺持续扩大。 根据Meta周四(22日)提交的申报文件,尚未纳入资产负债表的营业租赁与融资租赁,总额达3557亿美元,涵盖资料中心及能源基础设施等项目,相关租约将于今年剩余期间至2036年间陆续起租。 此外,截至9月30日,Meta另有4545亿美元不可取消的短期及长期合约,许多涉及第三方云端运算资源、资料中",
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