Meta在AI方面的布局好像是领先的：
$Meta Platforms(META)$  CEO: "Now at this point, we are no longer behind in building out our AI infrastructure. To the contrary, we now have the capacity to do leading work in this space at scale"
Meta：在当下这个时点，我们在AI建设方面不再落后，相反，我们现在有能力在这个领域里面大幅度领先。
（附图：Meta备了大量的A100 GPU）
$微软(MSFT)$  CFO: "We expect capital expenditures to have a material sequential increase on a dollar basis, driven by investments in Azure AI infrastructure"
微软：我们预计在微软云AI基础设施方面的投资将推动资本支出持续增加。
$谷歌A(GOOGL)$  CFO: "And in terms of CapEx, we do now expect that total CapEx for the year for 2023 will be modestly higher than in 2022...AI is a key component"
谷歌：在资本支出方面，我们预期2023年的总资本支出将会比2022年适当增加……AI是主要资本支出部分。