今年AI领域的资本支出大战

图解金融
Oct 25

01AI领域的CAPEX大战到底从何而来?首先,AI股涨得这么凶,有道理吗?今年资本的重心是谁能让AI大模型跑起来,整个市场估值驱动的核心就是GPU的产能、电力的成本、甚至数据中心的选址,这些都需要钱,也都是资本支出。所以今年AI的叙事上最大的关键词是CAPEX(capital expenditure,资本支出)。今年巨头们大幅增加资本支出,主要用于算力、网络、AI芯片、数据中心和电力等基础设施...

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