本文作者：董静 来源：硬AI “没有电力，就没有AI。”美银称，AI的“算力竞赛”本质是“电力竞赛”，预计支撑AI运行的非IT基础设施投资将迎来爆发性增长。 11月3日，据硬AI消息，美银在最新研报中称，AI基础设施投资热潮正从传统的芯片、服务器等IT设备扩展到电力、冷却、金属等基础设施领域，这些“非IT”投资将成为AI发展的重要支撑。 研报指出，到2030年，中国AI总资本支出（Capex）将...
Source Link本文作者：董静 来源：硬AI “没有电力，就没有AI。”美银称，AI的“算力竞赛”本质是“电力竞赛”，预计支撑AI运行的非IT基础设施投资将迎来爆发性增长。 11月3日，据硬AI消息，美银在最新研报中称，AI基础设施投资热潮正从传统的芯片、服务器等IT设备扩展到电力、冷却、金属等基础设施领域，这些“非IT”投资将成为AI发展的重要支撑。 研报指出，到2030年，中国AI总资本支出（Capex）将...
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