Microsoft keeps capex unchanged, the only datacenter giants to hold AI spending2 months agohttps://www.businessinsider.com/microsoft-ai-capex-unchanged-data-centers-spendi...微软维持其人工智能资本支出预测不变，股价因此大涨约8%。该公司维持了本年度1900亿美元的资本支出计划，因会计调整而调整为1750亿美元。大多数云服务巨头一直在增加人工智能支出，但投资者担心回报问题，导致Alphabet、特斯拉和Meta股价下跌。受人工智能数据中心需求推动，存储芯片价格上涨，约占云公司资本支出增长的45%。微软稳定的资本支出可能意味着在建设更多人工智能能力方面略有回调，因为成本上升抵消了支出增加。
Google just had its first negative cash flow quarter due to AI spending2 months agohttps://arstechnica.com/google/2026/07/google-just-had-its-first-negative-cash-f...Google reported Q2 2026 revenue of $119.8 billion, surpassing analyst expectations.Search revenue was $63.3 billion, while Google Cloud grew 23.8% to $24.8 billion.YouTube ads earned $11.1 billion, up 12% from last quarter.Operating cash flow was $39.1 billion, but AI infrastructure spending hit $44.9 billion, leading to negative free cash flow of -$5.8 billion.Google now plans to spend up to $205 billion on capex in 2026, up from $91 billion in 2025.
Gumroad Says That It's Now Spending as Much on Human Employees as AI Tokens2 months agohttps://officechai.com/ai/gumroad-says-that-its-now-spending-as-much-on-human-em...Gumroad的人力工资从2021年6月的41.9万美元下降到2026年6月的4.3万美元，而同一时期AI令牌支出从0美元上升到4.3万美元。人工智能现在主导工程产出，大约有150次提交，而人类贡献者仅有个位数。客户支持响应时间从24小时提高到平均2分钟，这得益于AI辅助工作流程。Gumroad保持一个小型核心团队，并强调AI辅助工作流程，而非完全裁员。这一趋势表明，AI令牌支出可能在未来几个月内超过人力工资。