美国数据中心的“淘金时代”

华尔街见闻
Oct 21

AI浪潮推动美国数据中心行业进入资本狂欢,巨头承诺投入数千亿美元,400亿美元收购案刷新纪录。行业创新融资模式频现:回租交易、英伟达深度介入融资形成循环资金流。AI公司跨界建设千兆瓦级数据中心挑战传统规则。AI浪潮正将美国数据中心行业推向一场资本狂欢。资金、新玩家大量涌入,创新融资结构层出不穷,但繁荣表象下,利润预期与现实的巨大鸿沟、循环依赖的脆弱性以及新入局者的经验不足,正让这场淘金热积累系统性...

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