美股异动|亚马逊涨超2%,AI基建扩张放缓或利好存量算力巨头

格隆汇
Nov 10
亚马逊涨超2%,谷歌A涨近1%,Meta涨0.5%。消息面上,知名科技分析师Dan Ives表示,如果由于本月美国中期选举导致数据中心建设放缓,这对大型超大规模数据中心运营商来说可能是“巨大的利好”。 Ives假设,随着这波“蓝色浪潮”的到来,美国计划建设的800-1000个数据中心中,大约有10%现在不会建成;更严峻的预测情景下,假设未来18个月内有30%的数据中心项目被取消。这意味着,任何拥有已投入运行的容量/GW/GPU的技术公司,如今的价值都比之前高得多。Ives表示,这种建设方式的改变将对微软、亚马逊、Alphabet、Meta Platforms以及在某些情况下对甲骨文产生“巨大的利好”。(格隆汇)

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