一个七万亿美元的芯片机会

半导体行业观察
Dec 01, 2025

人工智能 (AI) 正通过前所未有的硬件驱动型投资超级周期重塑全球技术格局。到 2030 年,用于 AI 优化数据中心的资本支出 (CapEx) 预计将超过 7 万亿美元,这一规模是以往任何计算转型都无法比拟的。这一激增反映了两大结构性转变的融合:生成式 AI 模型的产业化以及能够训练和服务万亿参数系统的超大规模计算园区的物理建设。仅超大规模数据中心运营商就占了其中的 3200 多亿美元,亚马逊...

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