新兴的云服务提供商和主权AI 有望成为全球数据中心capex 支出新增长极。根据Marvell 的数据,2023-2025 年北美四大传统云厂商的合计资本开支分别为1530 亿美元、2480 亿美元和3270 亿美元,年均复合增速达46%,在全球数据中心资本开支中的占比分别为59%、57%和55%。传统四大云厂商的资本开支在全球数据中心资本开支中的占比逐年降低,而新兴的云服务提供商(如OpenAI...
Source Link新兴的云服务提供商和主权AI 有望成为全球数据中心capex 支出新增长极。根据Marvell 的数据,2023-2025 年北美四大传统云厂商的合计资本开支分别为1530 亿美元、2480 亿美元和3270 亿美元,年均复合增速达46%,在全球数据中心资本开支中的占比分别为59%、57%和55%。传统四大云厂商的资本开支在全球数据中心资本开支中的占比逐年降低,而新兴的云服务提供商(如OpenAI...
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