贝恩:数据中心投资需全球AI产业实现6万亿美元年收入支撑 惟仍有4.2万亿缺口

金吾财讯
Sep 29

金吾财讯 | 贝恩咨询发布年度全球科技报告显示,到2031年,全球人工智能(AI)产业需要实现6万亿美元的年收入,才能证明投入到世界各地建设数据中心的资金是合理的。而现有面向C端与企业端的AI服务最多仅能贡献1.8万亿美元,仍存在4.2万亿美元的新增收入缺口。贝恩咨询预测,到2030年,数据中心支出将达到5万亿至6.5万亿美元,新增至少150吉瓦的计算容量,这将进一步加剧各国能源资源的压力。该公司还表示,到2031年,人工智能基础设施(包括数据中心、计算能力以及加速器和内存芯片的升级)的年度支出可能高达1.5万亿美元。

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