金吾财讯 | 摩根士丹利表示，2024年第三季度服务器出货量同比增长16%，价值同比增长82%，相比上一季度的59%有所增长。主要由于加速器（如GPU等）驱动，其出货量同比增长127%，价值增长154%。
该行认为，国内数据中心需求的复苏是由于超大规模互联网企业/玩家对人工智能（AI）的强劲采用。该行对批发需求，如万国数据(GDS)、世纪互联(VNET)等的总体趋势保持乐观。
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