Concept资本开支 / Capital Expenditure
CapEx
Capital expenditure incurred by a company to acquire or build long-term assets such as data centers and GPU equipment. In AI infrastructure it often appears as investment substantially exceeding revenue growth.
Timeline (last 90 days)
Oct 22
The logic of computing power as an asset means that enterprises will reflect their computing power investment through capital expenditure (CapEx), depreciation cycles, and long-term purchase commitments.
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