摩根士丹利最新研报指出，随着算力投资进入第二阶段，AI数据中心将接棒芯片成为下一波投资浪潮。据悉，未来4年数据中心升级将开支1万亿美元，而摩根士丹利认为，这将带来丰厚的红利。
摩根士丹利在最新研报中指出，下一波投资将更多聚焦于AI数据中心的其他基础设施，包括服务器、网络设备、冷却系统、数据存储，乃至实体房地产等。这意味着，随着算力周期的发展进入第二阶段，AI数据中心将成为投资的新热点。
AI数据中心作为AI技术的重要基础设施，承载着大规模数据处理和存储的功能。随着AI技术的不断发展，对算力和数据处理能力的需求不断增加，这使得AI数据中心的重要性日益凸显。
据悉，AI数据中心的发展将带动服务器、网络设备、冷却系统、数据存储等相关产业的快速增长。这些基础设施的需求将成为下一波投资的重点。同时，实体房地产也将受益于AI数据中心的发展，因为这些数据中心需要大量的场地来容纳服务器和相关设备。
摩根士丹利的研报预测，随着AI数据中心的兴起，相关产业链的增长势头将持续加强。这将带动科技企业加大对基础设施的投资，推动整个行业的发展。同时，这也为投资者提供了新的机会。
总体而言，摩根士丹利认为，AI数据中心将成为下一波投资浪潮的核心。随着算力投资进入第二阶段，投资重点将从芯片转向基础设施，包括服务器、网络设备、冷却系统、数据存储，乃至实体房地产等。这将推动相关产业链的发展，为投资者带来新的机遇。
英语如下：
News Title: Morgan Stanley: AI Data Centers Trigger a New Wave of Investment
Keywords: Computing Power Investment, AI Data Centers, Infrastructure
News Content: According to the latest research report from Morgan Stanley, as computing power investment enters its second phase, AI data centers are set to replace chips as the next wave of investment. It is reported that the upgrade of data centers in the next four years will cost $1 trillion, and Morgan Stanley believes that this will bring substantial dividends.
Morgan Stanley points out in its latest research report that the next wave of investment will focus more on other infrastructure of AI data centers, including servers, network equipment, cooling systems, data storage, and even physical real estate. This means that as the computing power cycle enters its second phase, AI data centers will become the new investment hotspot.
AI data centers, as important infrastructure for AI technology, bear the functions of large-scale data processing and storage. With the continuous development of AI technology, the demand for computing power and data processing capabilities continues to increase, highlighting the increasing importance of AI data centers.
It is reported that the development of AI data centers will drive the rapid growth of related industries such as servers, network equipment, cooling systems, and data storage. The demand for these infrastructure will become the focus of the next wave of investment. At the same time, physical real estate will also benefit from the development of AI data centers, as these data centers require a large amount of space to accommodate servers and related equipment.
Morgan Stanley’s research report predicts that with the rise of AI data centers, the growth momentum of the related industry chain will continue to strengthen. This will drive technology companies to increase investment in infrastructure and promote the development of the entire industry. At the same time, it also provides new opportunities for investors.
Overall, Morgan Stanley believes that AI data centers will become the core of the next wave of investment. As computing power investment enters its second phase, the focus of investment will shift from chips to infrastructure, including servers, network equipment, cooling systems, data storage, and even physical real estate. This will drive the development of the related industry chain and bring new opportunities for investors.
【来源】https://wallstreetcn.com/articles/3709557
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