随着人工智能基础设施建设进入深水区,“延误”正逐渐取代单纯的“缺电”,成为行业关注的焦点。多位高管和投资者在近期交流中指出,项目延期将成为2026年的核心主题,这一分化趋势将把世界级的运营商与普通参与者区分开来。 目前的“延误”是一个涵盖极广的概念,其成因复杂多样。从公用事业公司无法兑现电力承诺、关键设备到货滞后,到现场劳动力短缺导致的施工进度延误,各类情况层出不穷。 对于旨在建设大规模AI...
Source Link随着人工智能基础设施建设进入深水区,“延误”正逐渐取代单纯的“缺电”,成为行业关注的焦点。多位高管和投资者在近期交流中指出,项目延期将成为2026年的核心主题,这一分化趋势将把世界级的运营商与普通参与者区分开来。 目前的“延误”是一个涵盖极广的概念,其成因复杂多样。从公用事业公司无法兑现电力承诺、关键设备到货滞后,到现场劳动力短缺导致的施工进度延误,各类情况层出不穷。 对于旨在建设大规模AI...
Source LinkDisclaimer: 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.