(以下内容从国金证券《通信行业研究:海外AI算力仍然紧缺,阿里发布3Q业绩》研报附件原文摘录)通信周观点:1)海外算力链本周呈现市值修复的态势,光通信板块涨幅较大。谷歌云AI基础设施负责人表示谷歌未来每6个月将计算能力翻倍,并预计未来4-5年内需要实现1000倍的算力增长,说明算力需求仍高度紧缺,谷歌链本周走强。同时,OpenAI、AWS等海外大厂继续推进AI基础设施扩建:AWS宣布在美国政府区域...
Source Link(以下内容从国金证券《通信行业研究:海外AI算力仍然紧缺,阿里发布3Q业绩》研报附件原文摘录)通信周观点:1)海外算力链本周呈现市值修复的态势,光通信板块涨幅较大。谷歌云AI基础设施负责人表示谷歌未来每6个月将计算能力翻倍,并预计未来4-5年内需要实现1000倍的算力增长,说明算力需求仍高度紧缺,谷歌链本周走强。同时,OpenAI、AWS等海外大厂继续推进AI基础设施扩建:AWS宣布在美国政府区域...
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