海外云厂商的CDN 等云服务价格上调。根据谷歌云官网的数据,谷歌云CDN 的价格预计在2026 年5 月上调。我们认为谷歌云CDN 价格上调,核心是AI 驱动的算力与传输需求增加以及算力基础设施成本的上涨。具体来看:从需求端来看,大模型训练和推理、AI Agent 等带来跨区域数据传输量的增长推动了CDN 互联与对等互联资源负载的增加,导致云厂商运维与扩容成本快速增长。从供给端来看,AI 芯片、...
Source Link海外云厂商的CDN 等云服务价格上调。根据谷歌云官网的数据,谷歌云CDN 的价格预计在2026 年5 月上调。我们认为谷歌云CDN 价格上调,核心是AI 驱动的算力与传输需求增加以及算力基础设施成本的上涨。具体来看:从需求端来看,大模型训练和推理、AI Agent 等带来跨区域数据传输量的增长推动了CDN 互联与对等互联资源负载的增加,导致云厂商运维与扩容成本快速增长。从供给端来看,AI 芯片、...
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