机构:2026年AI基建支出料增长56%至4970亿美元 Arm架构取代x86成主流算力平台

智通财经
Jul 22
【机构:2026年AI基建支出料增长56%至4970亿美元 Arm架构取代x86成主流算力平台】根据研究公司IDC的数据,2026年第一季度人工智能基础设施支出达到897亿美元,基于Arm架构的机架级GPU服务器取代x86处理器,成为主流加速计算平台。IDC还将2026年全年AI基础设施支出预测上调至4970亿美元,同比增长近56%,主要得益于超大规模云服务商的资本支出增长以及新兴的非GPU类AI需求。全球AI基础设施市场规模将在2029年突破1万亿美元,达到1.08万亿美元,并在2030年攀升至1.21万亿美元,从2025年起五年复合年增长率约为30%。

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