Meta在三月与NBIS等新云公司签署了大规模协议，可能是因为Google在2026年3月限制了Meta的计算容量。Google CEO表示，计算能力限制导致Google Clou
Meta在三月与NBIS等新云公司签署了大规模协议，可能是因为Google在2026年3月限制了Meta的计算容量。Google CEO表示，计算能力限制导致Google Cloud无法满足客户需求，其积压订单翻倍。这表明超大规模云服务商的容量不足，利好AI数据中心的资本支出建设。
“Guess we finally found why $META signed massive agreements with Neoclouds like $NBIS back in March... And why Gemini got super nerfed. $GOOGL reportedly restricted Meta's capacity in March 2026 because of compute restraints. Google's CEO said from last earnings computing power restrictions prevented Google Cloud from taking on more customer needs and made the department's backlog nearly double the previous quarter. This is probably positive for the AI DC capex buildout since hyperscalers capacity is way below what is needed, and especially so if they can't rely on one another.”原帖：X / @aleabitoreddit ↗