瑞银在5日发布的最新深度报告中认为,全球数据中心设备市场“毫无降温迹象”。据瑞银Evidence Lab的最新监测数据显示,全球数据中心产能正处于快速扩张期,当前在建产能高达25GW,现有运营产能约为105GW。分析师Andre Kukhnin团队在报告中指出,考虑到在建项目向实际产能的转化,以及超大规模云厂商持续高企的资本开支,行业在2025年实现约25-30%的增长后,强劲势头将延续至2026...
Source Link瑞银在5日发布的最新深度报告中认为,全球数据中心设备市场“毫无降温迹象”。据瑞银Evidence Lab的最新监测数据显示,全球数据中心产能正处于快速扩张期,当前在建产能高达25GW,现有运营产能约为105GW。分析师Andre Kukhnin团队在报告中指出,考虑到在建项目向实际产能的转化,以及超大规模云厂商持续高企的资本开支,行业在2025年实现约25-30%的增长后,强劲势头将延续至2026...
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