通信行业周报:海外AI算力仍然紧缺 阿里发布3Q业绩

国金证券股份有...
Dec 16, 2025

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追加约1.3GW 算力建设;谷歌与Meta 洽谈大规模采购,并探索“TPU@...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10