高盛:AI投资重心迈向实体产业 未来6年资本开支或达7.6万亿美元

格隆汇
Jul 06

高盛在最新报告中称,人工智能(AI)投资的重心已开始向更广阔的实体经济延伸,算力、电力和数据中心仍在高速建设之际,AI已同步进入制造、能源、物流、国防、生命科学和机器人等现实场景。2026年至2031年,全球围绕计算、数据中心和电力的AI资本开支将达到约7.6万亿美元,年度投入将从2026年的7650亿美元升至2031年的1.64万亿美元。超大规模云厂商到2030年的AI投资或超过6万亿美元。未来竞争的关键不只是模型或芯片,而是资本结构、能源供给、产业数据、工程能力和部署能力。

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