AI 算力云侧:大风起兮,算力需求催发云侧爆发。与2025 年相比,2026 年AI 产业发展预计有以下几点变化:(1)多模态应用加速渗透,AI 算力/运力/存力需求有望加速增长。随着Nano Banana2 /Sora2 等多模态模型推出,多模态应用将会迎来快速发展期,算力和存力消耗有望显著提高,继续推动AI 服务器/交换机/存储等硬件产业快速发展。此外,随着英伟达Rubin GPU/1.6T ...
Source LinkAI 算力云侧:大风起兮,算力需求催发云侧爆发。与2025 年相比,2026 年AI 产业发展预计有以下几点变化:(1)多模态应用加速渗透,AI 算力/运力/存力需求有望加速增长。随着Nano Banana2 /Sora2 等多模态模型推出,多模态应用将会迎来快速发展期,算力和存力消耗有望显著提高,继续推动AI 服务器/交换机/存储等硬件产业快速发展。此外,随着英伟达Rubin GPU/1.6T ...
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