中信建投:海外大厂资本开支动作密集,AI产业持续高景气

格隆汇
Oct 31, 2025

中信建投指出,近期海外大厂资本开支动作密集,谷歌与Anthropic达成数百亿美元合作,为后者的AI模型训练与推理提供大规模算力支持;Oracle收获OpenAI 5年3000亿美元的协议,并分别向英伟达和AMD采购GPU;OpenAI则合计与英伟达、AMD、博通达成26GW数据中心部署协议,并与CoreWeave累计达成224亿美元的算力租赁合作协议。上述进展反映AI领域持续高景气,有望引领...

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