来源|雪球AI服务一、战略目标与产业背景在2025年云栖大会上,阿里云CEO吴泳铭明确宣布:到2032年,阿里云全球数据中心能耗规模将较2022年提升10倍,对应算力投入的指数级增长。这一目标基于两大判断:AI算力需求爆发:大模型训练所需的token消耗量每2-3个月翻倍,驱动算力需求年均复合增长率超30%(IDC数据);基础设施卡位窗口期:参考微软Azure的智能云毛利率提升路径(2023年Q4...
Source Link来源|雪球AI服务一、战略目标与产业背景在2025年云栖大会上,阿里云CEO吴泳铭明确宣布:到2032年,阿里云全球数据中心能耗规模将较2022年提升10倍,对应算力投入的指数级增长。这一目标基于两大判断:AI算力需求爆发:大模型训练所需的token消耗量每2-3个月翻倍,驱动算力需求年均复合增长率超30%(IDC数据);基础设施卡位窗口期:参考微软Azure的智能云毛利率提升路径(2023年Q4...
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