通信行业周报:北美数据中心建设加速,通义千问转向消费者市场

国金证券
Nov 16, 2025

(以下内容从国金证券《通信行业周报:北美数据中心建设加速,通义千问转向消费者市场》研报附件原文摘录)1)海外链看,北美AI数据中心建设仍在加速推进:A)本周OpenAI的Stargate超级数据中心项目获得Blue Owl30亿美元股权投资,预计总投资额达100亿美元;B)Anthropic宣布将在美国投资500亿美元建设新的人工智能数据中心;C)微软计划向葡萄牙锡尼什数据中心投入100亿美元,...

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