随着人工智能技术的飞速发展，算力投资已经进入了一个新的阶段。据摩根士丹利最新发布的研报显示，继芯片投资热潮之后，“AI数据中心”将成为下一波投资的热点。这一趋势预示着，未来四年内，全球数据中心升级预计将耗资1万亿美元。摩根士丹利指出，随着人工智能应用的不断深化，对数据处理能力的要求也越来越高，因此，对数据中心基础设施的投资将成为新的增长点。除了传统的芯片投资，服务器、网络设备、冷却系统、数据存储以及实体房地产等都将迎来新一波的投资浪潮。
英文标题：Morgan Stanley Forecast: Investment in Data Centers to Lead Next Phase of AI Growth
英文关键词：AI Infrastructure, Data Center Investment, Server & Network Equipment
英文新闻内容：
As artificial intelligence technology continues to advance at a rapid pace, investment in computing power has entered a new era. A recent report from Morgan Stanley indicates that “AI data centers” will be the next hot spot for investment, following the chip investment boom. This trend suggests that over the next four years, global data center upgrades are expected to cost $1 trillion. Morgan Stanley points out that with the continuous deepening of AI applications, the demand for data processing capabilities is increasing, making investment in data center infrastructure a new growth point. In addition to traditional chip investments, servers, network equipment, cooling systems, data storage, and physical real estate will all experience a new wave of investment.
【来源】https://wallstreetcn.com/articles/3709557
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