中美领跑全球AI,瑞银:海湾地区的力量亦不可忽视

智通财经网
Dec 04, 2025

中美主导全球生成式AI早已成为不争的事实,但其他国家也并非都是陪跑角色。瑞银近期发布一份研究报告,称海湾地区凭借低成本高韧性电力接入的适宜土地,以及支持推理设施建设的强力政策,正成为全球数据中心开发的核心优选区域。据瑞银测算,在完全折旧的前提下,电力成本占数据中心整体物料成本的5%-10%。海湾地区充裕的电力容量使其成为建设AI推理设施的低成本区域。此外,海湾地区发展动能正逐步积聚:与超大规模...

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