#2026年度展望人工智能引领科技革命,算力需求爆发催化产业升级AI云侧:海外云厂2025持续增加资本开支, 同时云厂对26年资本开支预期较乐观。25年以来海外巨头微软、英伟达、OpenAI等加大相互投资绑定关系,坚定AI投资信心。供给端英伟达持续更新GPU架构,应用端持续更新有望形成AI投资闭环(如近期谷歌新品),关注北美算力硬件龙头公司投资机会。PCB:Scaling law法则依旧有效,多...
Source Link#2026年度展望人工智能引领科技革命,算力需求爆发催化产业升级AI云侧:海外云厂2025持续增加资本开支, 同时云厂对26年资本开支预期较乐观。25年以来海外巨头微软、英伟达、OpenAI等加大相互投资绑定关系,坚定AI投资信心。供给端英伟达持续更新GPU架构,应用端持续更新有望形成AI投资闭环(如近期谷歌新品),关注北美算力硬件龙头公司投资机会。PCB:Scaling law法则依旧有效,多...
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