五大科技巨头AI数据中心租赁承诺超1万亿美元，未来产能风险受关注

五大科技巨头AI数据中心租赁承诺超1万亿美元，未来产能风险受关注

2026-08-05 08:02

ChainThink 消息，8 月 5 日，据路透社报道，微软、Meta、甲骨云、亚马逊和 Alphabet 已承诺约 1.09 万亿美元未来租赁付款，主要用于建设支撑 AI 发展的数据中心。

这一规模接近五家公司当前已确认租赁负债总额 2850 亿美元的 4 倍。受会计规则影响，已签署但尚未投入使用的数据中心租约通常不计入资产负债表负债，而是作为未来付款义务披露。

其中，甲骨云披露未开始租赁承诺达 2600 亿美元，约为其已确认租赁负债 378.9 亿美元的近 7 倍，相关租赁预计将在 2027 年至 2029 财年陆续启动，租期通常为 15 年至 19 年。

微软披露未开始租赁承诺为 329.1 亿美元，Meta 为 278.99 亿美元，并在 7 月进一步签署 680 亿美元数据中心租赁协议；

Alphabet 和亚马逊分别披露 852 亿美元和 137.21 亿美元未开始租赁承诺。路透社指出，若未来 AI 计算需求不及预期，科技企业可能面临长期支付高额租金及产能闲置风险。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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