文|陈俊云 贾凯方 高飞翔 刘天昊我们判断2026年将是北美主要云计算厂商收入加速增长的一年,来自大客户的AI训练、推理料将成为主要需求驱动力,传统云业务需求亦稳步复苏,而数据中心、定制芯片的投产等将会进一步缓解算力供给端的紧缺程度。综合来看,从订单兑现的节奏,以及各家云厂商的数据中心储备情况来看,预计其2026年云计算收入同比增速相较2025年进一步加速。我们持续看好一线云厂商在2026年...
Source Link文|陈俊云 贾凯方 高飞翔 刘天昊我们判断2026年将是北美主要云计算厂商收入加速增长的一年,来自大客户的AI训练、推理料将成为主要需求驱动力,传统云业务需求亦稳步复苏,而数据中心、定制芯片的投产等将会进一步缓解算力供给端的紧缺程度。综合来看,从订单兑现的节奏,以及各家云厂商的数据中心储备情况来看,预计其2026年云计算收入同比增速相较2025年进一步加速。我们持续看好一线云厂商在2026年...
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