{"schema":"hottub-news/story/v1","story":"st_nib7j7nocwaw5p23pw4q","title":"AI到底要賺多少錢才能撐起這輪資本開支？高盛給出關鍵KPI指標","title_en":"How much money does AI need to make to support this round of capital spending? Goldman Sachs provides key KPI indicators","outlets":1,"brief":null,"page":"https://hottub.news/stories/how-much-money-does-ai-need-to-make-to-support-this-round-of-capital-nib7j7nocw","count":1,"items":[{"id":"n_nib7j7nocwaw5p23pw4q","seq":515048,"kind":"article","title":"AI到底要賺多少錢才能撐起這輪資本開支？高盛給出關鍵KPI指標","title_en":"How much money does AI need to make to support this round of capital spending? Goldman Sachs provides key KPI indicators","url":"https://news.cnyes.com/news/id/6617254","summary":"高盛以ROIC 15%為基準，要求六大雲端與算力業者2028至2030年共創收約1.42兆美元。 高盛估單GW前期投入約420億美元；Blackwell、Rubin若墊高成本，回本壓力更大。 瑞銀估全球AI資本支出明年達1.447兆美元，記憶體支出占64%；HBM、DDR5、NAND齊漲推升建置費。","published":"2026-09-28T19:50:03Z","seen":"2026-09-28T20:24:34Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["美股雷達"],"authors":["鉅亨網編譯陳韋廷"],"entities":[{"id":"Q193326","name":"Goldman Sachs","type":"org"}],"image":"https://cimg.cnyes.cool/static/rss/default/m/04.jpg","story":"st_nib7j7nocwaw5p23pw4q","category":"economy-business","category_p":0.7300000190734863,"category2":"science-technology","sentiment":"neutral","tone":0.20999999344348907,"political":0.03999999910593033}]}