交付即正义!高盛:高龄的美国电网,正为中国电力供应商提供历史性机遇

华尔街见闻
Jan 14

人工智能基础设施建设的核心矛盾正在发生转移:从单纯对GPU数量的追逐,转向对电力供应速度的争夺。在“电力交付时间(Time-to-Power)”成为AI建设最严峻瓶颈的背景下,具备快速交付能力和大规模生产优势的中国电力解决方案提供商正迎来一次历史性的价值重估机遇。 据追风交易台消息,高盛Jacqueline Du团队在14日发布的研报中表示,美国和欧盟的电网平均寿命已达35至40年,面对AI...

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