# Moody's 称五大超大规模云厂商未来承诺达约 $2.8T

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-09-25 06:50
- AIHOT 分数：66
- AIHOT 链接：https://aihot.news/items/cmug5ammq0fnsrogvlw8l231o
- 原文链接：https://x.com/rohanpaul_ai/status/2103255744388956441

## AI 摘要

Moody's 表示五大超大规模云厂商的未来承诺合计约 $2.8T，从 2023 年的约 $350B 增长而来。其中包含超过 $1T 的未开工数据中心租赁、约 $1.57T 的采购承诺和约 $137B 的担保。

## 正文

Moody's saying the 5 biggest hyperscalers have about $2.8T in future commitments.

These are combined future lease commitments, purchase commitments and guarantees, which have grown from about $350B in 2023 to roughly $2.8T now.

The current $2.8T includes more than $1T of uncommenced data-center leases, about $1.57T of purchase commitments, and about $137B of guarantees.