2Q25全球数据中心算力报告揭开英伟达80.9%份额背后的残酷重构

半导体产业报告
Feb 25

我最近深度拆解了IDC刚刚发布的《2025年第二季度全球数据中心处理器、AI加速器及客户端处理市场追踪报告》。在这份充满表格与曲线的资料里,我看到的不是科技的进步,而是一场冷酷的、不可逆转的“算力权力大交接”。很多人还在讨论 AI 是否有泡沫,但数据中心里流动的真金白银已经给出了最诚实的答案。这根本不是一场温和的技术演进,而是一场极其残暴的、对传统 IT 基础设施的“大清洗”。算力洗牌没有终局,...

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