AI迫使科技巨头超额支出

报道称AI基础设施投入正让大型科技公司出现罕见的资本开支高于自由现金流局面。华尔街对这种高强度烧钱模式不满，担忧AI回报周期与盈利压力不匹配。

事件进展（3 篇报道）

1. 2026-07-24 23:16
   Reddit r/technology AI is forcing Big Tech to do something it’s never done: Spend more than it earns, and Wall Street hates it
2. 2026-07-25 04:20
   Reddit r/artificial The AI spending debate seems to have changed this week.
3. 2026-07-25 11:00
   36氪 穆迪警告AI投资狂潮冲击科技巨头财务稳健性 微软、甲骨文等公司自由现金流承压

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