近年来,面向AI算力基础设施的投资与布局火热。摩根大通发布的最新分析报告称,AI领域未来五年将迎来5万亿美元融资需求,以支持AI算力基础设施扩张,超大规模数据中心运营商是资金需求的核心主体。AI算力基础设施建设热潮,将存储芯片和算力芯片推向一个结构性的、可持续数年的“超长上行周期”。AI大模型的参数规模每几个月就可能翻倍,对算力的渴求是无止境的。AI训练需要海量“数据燃料”,模型本身也越来越大,这...
Source Link近年来,面向AI算力基础设施的投资与布局火热。摩根大通发布的最新分析报告称,AI领域未来五年将迎来5万亿美元融资需求,以支持AI算力基础设施扩张,超大规模数据中心运营商是资金需求的核心主体。AI算力基础设施建设热潮,将存储芯片和算力芯片推向一个结构性的、可持续数年的“超长上行周期”。AI大模型的参数规模每几个月就可能翻倍,对算力的渴求是无止境的。AI训练需要海量“数据燃料”,模型本身也越来越大,这...
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