Alphabet、亚马逊、Meta和微软将数据中心设备成本分摊到5到6年的时间内。鉴于技术升级的速度更快,这种做法值得怀疑。
From Breakingviews - Breakingviews - COMMENTARY: What a difference a year makes in AI accounting Alphabet, Amazon, Meta and Microsoft spread data-center kit costs over 5 to 6 years. Skepticism is warranted given the faster pace of tech upgrades.
一个互动式的Breakingviews计算器表明,将折旧期缩短12个月将抹去近8000亿美元的市值。
An interactive Breakingviews calculator suggests that paring depreciation by 12 months would erase nearly $800 bln of market value.