金吾财讯 | 诺基亚（NOK）首席执行官Justin Hotard在采访中表示，如果不受供应条件制约，科技行业的数据中心建设速度可以提升一倍。该观点凸显，尽管行业高管在讨论放缓AI开发节奏，但AI相关需求依旧保持强劲。Hotard称，“很难说当前行业存在过度建设；倘若条件允许，客户会把数据中心建设速度提升一倍，由此可以判断AI建设尚处在早期阶段”。作为全球头部电信设备厂商，诺基亚已经转型为AI基础设施的重要供应商，在AI浪潮中扮演“卖铲人”角色，受此带动，公司股价过去一年累计上涨约130%。另据布鲁金斯学会发布的论文测算，2025-2032年，美国涵盖数据中心、芯片及配套设施的AI建设总投资将达到10.3万亿美元，年均投资规模约占美国GDP的3.63%。
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