美银:AI算力竞争实质是电力比拼,中国非IT基建投资将迎8000亿市场

ITBEAR科技资讯
Nov 04

美银最新发布的行业研究报告指出,人工智能领域的竞争格局正在发生深刻变革,算力比拼的实质已演变为电力资源的争夺。随着AI模型复杂度指数级增长,数据中心能耗呈现爆发式态势,预计到2030年中国AI产业总投资规模将突破2万亿元人民币,其中非IT基础设施投资占比达三分之一。研究显示,中国AI产业资本支出结构正在发生根本性转变。传统IT设备投资占比将逐步下降,而电力供应、散热系统、金属材料等基础设施投资预计...

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