今日主播孙昌岳：
近日，国际三大信用评级机构之一穆迪发布报告称，为支撑人工智能和云计算的爆发式增长，未来5年全球数据中心相关投资将达到3万亿美元，资金将主要用于服务器、数据中心设施以及新增电力产能等领域。大部分资金将直接来自微软、亚马逊、字母表公司、Meta等超大规模云服务商，报告预计，仅今年这些厂商的数据中心投资合计就有望达到5000亿美元。
当前，AI算力竞赛已进入白热化阶段。各大科技巨头大幅上调资本开支，启动“超级工程”。例如，Meta正建设一个总投资规模近2000亿美元的AI数据中心园区；OpenAI则联合软银和甲骨文提出“星际之门”计划，拟投入5000亿美元打造AI基础设施网络。
可以预见，未来5年这3万亿美元的投入，将深刻重塑全球数字基础设施的版图。然而，热潮之下挑战并存，供应链紧张、电力需求激增等问题日益凸显。例如在美国，AI数据中心的密集布局导致多地电力供需趋紧，相关机构已发出预警，局部地区面临断电的风险正在上升。如何在加大投入的同时兼顾能效、可持续性和风险管控，将成为行业各方共同面对的课题。
更多资讯请看今日双语“外企头条”↓
波音2025年销量超过空客
Boeing Outsold Airbus in 2025
综合媒体报道，美国飞机制造商波音公司1月13日发布的数据显示，该公司2025年全年共交付600架商用飞机，其中包括447架737飞机；2025年全年净订单规模1173架，为2018年以来首次超过欧洲飞机制造商空中客车公司。
According to comprehensive media reports, data released by U.S. aircraft manufacturer Boeing on January 13 showed that the company delivered a total of 600 commercial aircraft in 2025, including 447 737 aircraft. In 2025, the net order size for the entire year was 1,173 aircraft, surpassing that of European aircraft manufacturer Airbus for the first time since 2018.
空客2025年商用飞机交付量增长4%达到793架，去除被取消的订单，净订单量为889架。
Airbus' commercial aircraft deliveries are expected to increase by 4% to 793 in 2025. Excluding cancelled orders, the net order volume will be 889.
分析称，在经历了7年的危机之后，波音重新开始追赶空客，尽管可能需要数年时间才能恢复盈利能力、补全机型，并且将商用飞机的产量恢复到空客的水平。
Analysts say that after seven years of crisis, Boeing has started to catch up with Airbus again, although it may take several years to restore its profitability, replenish its aircraft models and bring the production of commercial aircraft back to Airbus' level.
Meta战略重心转向人工智能设备
Meta's Strategic Focus has Shifted to AI Devices
据外媒报道，美国社交媒体平台Meta宣布在其现实实验室（Reality Labs）部门裁员超1000人，约占该部门员工10%。
According to foreign media reports, the US social media platform Meta announced that it would lay off more than 1,000 employees in its Reality Labs department, accounting for approximately 10% of the department's staff.
报道称，此次裁员是公司资源重组计划的一部分，核心目的是将资源从虚拟现实及元宇宙相关产品，转向人工智能可穿戴设备与手机功能研发。
It is reported that this round of layoffs is part of the company's resource reorganization plan, with the core aim of shifting resources from virtual reality and metaverse-related products to the research and development of artificial intelligence wearable devices and mobile phone functions.
现实实验室是Meta硬件及各类前瞻性产品的研发阵地，产品涵盖虚拟现实头显、人工智能眼镜及虚拟世界相关应用。然而，自 2021 年初以来，该部门累计亏损已超700亿美元，主要原因是多数投资项目尚未产生可观营收。
The Reality Lab is Meta's R&D base for hardware and various forward-looking products, covering virtual reality headsets, AI glasses and applications related to virtual social interaction. However, since the beginning of 2021, the department has accumulated losses of over $70 billion, mainly due to the fact that most of the investment projects have not yet generated considerable revenue.
来源/经济日报微信
主播/孙昌岳
双语/朱琳
原标题：《未来5年，3万亿美元将涌向这里→》