电力、散热、金属及工程建设,中国AI数据中心的“非IT基建”将是个8000亿的大市场

华尔街见闻
Oct 31

本文作者:龙玥来源:硬AI人工智能的浪潮不仅关乎算法与算力,其背后更隐藏着一场关于能源与物理基础设施的竞赛。除了芯片与服务器,为AI数据中心提供动力的电力系统、确保其稳定运行的散热技术,以及建造所需的金属材料,正共同构成一个全新的投资领域。根据美银全球研究部最新发布的一份报告,到2030年,中国AI相关的“非IT”基础设施资本支出市场规模预计将达到8000亿元人民币。报告预测,到2030年,全球...

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