瑞银:全球AI领域资本支出2027年升至1.4万亿美元 九成增量来自内存涨价

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【瑞银:全球AI领域资本支出2027年升至1.4万亿美元 九成增量来自内存涨价】瑞银目前预计,2026年人工智能资本开支将接近1万亿美元,2027年进一步攀升至约1.4万亿美元,而这一增长背后的最主要原因是内存成本大幅上涨。瑞银估算,内存相关开支将从2025年的710亿美元飙升至今年的3670亿美元,2027年达到9230亿美元。其余AI相关成本预计在2026年为6310亿美元,2027年回落至5250亿美元。这意味着,今年内存成本上涨贡献了约60%的AI资本开支增量;而到2027年,随着其他零部件支出下滑,内存成本增幅甚至将超过AI资本开支的全部净增量。

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