根据英伟达预测,2030 年全球数据中心资本开支有望达3-4 万亿美元。全球数据中心资本开支将进入高速扩张期,2025-2030 年全球数据中心capex 复合年增长率(CAGR)预计达40%,2030 年开支规模预计将达3-4 万亿美元。这一趋势下,数据中心上游的硬件、网络等环节将持续受益,行业高景气度具备长期支撑。国产大模型和国产算力芯片有望形成商业闭环。2025 年8 月21 日,...
Source Link根据英伟达预测,2030 年全球数据中心资本开支有望达3-4 万亿美元。全球数据中心资本开支将进入高速扩张期,2025-2030 年全球数据中心capex 复合年增长率(CAGR)预计达40%,2030 年开支规模预计将达3-4 万亿美元。这一趋势下,数据中心上游的硬件、网络等环节将持续受益,行业高景气度具备长期支撑。国产大模型和国产算力芯片有望形成商业闭环。2025 年8 月21 日,...
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.