电力设备行业研究:多领域需求共振加速AI数据中心建设

国联民生证券
30 Jul

AI 应用的进一步普及推动新一轮数据中心建设浪潮,我们将国内的数据中心建设需求划分为互联网、运营商、IDC 厂商、金融、政府和其他共六大领域,分别测算其潜在的需求增速,预计2024 年-2027 年国内新增数据中心功率的3 年CAGR 为37.0%,预计2025 年国内AI 数据中心功率有望新增3.6GW,同比增长220%;2027年AI 数据中心功率有望新增9.9GW。我国数据中心建设主体多样化...

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