随着人工智能技术的迅猛发展，算力需求随之激增，投资风向也在悄然转变。国际知名投行摩根士丹利最新发布的研报指出，算力投资已步入第二阶段，红利正从芯片领域转向更加广阔的数据中心基础设施领域。这一趋势的引领者，正是正在经历数字化转型的数据中心。
摩根士丹利在3月1日的研报中明确指出，下一波对人工智能的投资将集中于数据中心的基础设施建设，包括服务器、网络设备、冷却系统、数据存储以及相关的房地产。这一转变意味着，在未来的四年中，全球数据中心升级预计将耗资高达1万亿美元，以满足不断增长的算力需求。
摩根士丹利的这一预测，基于对全球科技发展趋势的深入分析，以及对人工智能技术发展前景的乐观判断。随着越来越多的企业将业务迁移至云端，数据中心的建设和升级成为了确保业务连续性和竞争力的关键。
此外，摩根士丹利还强调，随着AI技术的普及，数据中心的运维和管理也将变得更加智能化，这将进一步推动数据中心行业的投资热潮。
新闻内容翻译：
Title: Morgan Stanley Predicts New Phase in Computing Power Investment: AI Data Centers to Lead New Wave of Investment
Keywords: Computing Power Investment, AI Data Centers, Infrastructure
News content:
As artificial intelligence technology advances at an unprecedented pace, the demand for computing power has skyrocketed, leading to a shift in investment trends. Morgan Stanley, a leading international investment bank, has released a report stating that computing power investment has entered its second phase, with the focus shifting from chips to a broader range of data center infrastructure. This transition is being driven by the rapidly digitizing data center, which is at the forefront of technological change.
In its report on March 1, Morgan Stanley highlighted that the next wave of investment in artificial intelligence will center on infrastructure development for data centers, including servers, network equipment, cooling systems, data storage, and related real estate. This shift is expected to drive an estimated $1 trillion in global data center upgrades over the next four years to meet the growing demand for computing power.
Morgan Stanley’s forecast is based on a deep analysis of global technology trends and an optimistic outlook for the development prospects of artificial intelligence technology. With more and more businesses moving their operations to the cloud, the construction and upgrading of data centers have become crucial to ensuring business continuity and competitiveness.
Moreover, Morgan Stanley emphasizes that with the proliferation of AI technology, the operation and management of data centers will become increasingly intelligent, further fueling the investment boom in the data center industry.
【来源】https://wallstreetcn.com/articles/3709557
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