Serenity表示同意富国银行对Meta出售多余计算能力的判断，认为这反映人工智能需求强劲。
据 NS3 报道，富国银行称，该计划并不意味着Meta将降低资本开支，也不代表整体计算能力需求走弱。
富国银行：Meta售算力不代表降资本开支
2026-07-02 07:23:35
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