【AI算力建设从“缺电”转向“缺人”：模块化崛起，施耐德、维谛、伊顿迎新机遇】智通财经APP获悉，伯恩斯坦近日发布研报，在AI算力建设高速扩张背景下，制约数据中心发展的主要矛盾正在发生切换。电网并网难题逐步通过表后自备电源得到缓解，但现场施工、机电人力短缺成为新的发展桎梏。报告指出，模块化建造模式将破解算力建设瓶颈，重塑电气设备赛道的市场格局与利润分配逻辑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.