AI不缺需求缺算力 摩根士丹利警告供应瓶颈或持续数年

智通财经
Aug 13
【AI不缺需求缺算力 摩根士丹利警告供应瓶颈或持续数年】摩根士丹利的Michelle Weaver表示,企业对人工智能的应用正日益产生实质性成效,但算力供应受限仍是制约增长的瓶颈。“我们的供应非常不足。我们看到算力在成为一种受限资源,”摩根士丹利美国主题研究策略师Weaver表示。“电力瓶颈、政治瓶颈、劳动力瓶颈——这些因素将在未来几年制约供应。”随着企业采用AI的步伐加快,Weaver接受采访时作出上述判断。她表示,25%的标普500指数成分股公司如今可以量化AI投资带来的可衡量回报,高于一年前的14%。数据中心融资也十分充裕,英伟达与华尔街金融机构合作为AI基础设施筹集5,000亿美元就是例证。

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