随着人工智能技术的飞速发展，算力投资的热点正在发生转变。据摩根士丹利最新研报，算力投资已进入第二阶段，红利正从芯片转向基础设施，特别是AI数据中心。这一趋势标志着新一波人工智能投资浪潮的到来。摩根士丹利指出，下一波投资将更多集中在AI数据中心的其他基础设施上，如服务器、网络设备、冷却系统、数据存储和实体房地产等。这意味着，在未来的4年里，数据中心升级预计将耗资1万亿美元，为相关产业带来巨大的商业机会。
英文翻译内容：
Title: Morgan Stanley Predicts Shift in Focus of Data Center Investments to AI Infrastructure
Keywords: Data Center Investment, Phase Two, AI Infrastructure
News Content:
As artificial intelligence technology advances at a rapid pace, the focus of data center investments is shifting. According to Morgan Stanley’s latest report, investment in computing power has entered its second phase, with the benefits gradually moving from chips to infrastructure, particularly AI data centers. This trend signals the onset of a new wave of AI investment. Morgan Stanley indicates that the next wave of investment will be directed more towards other infrastructure components of AI data centers, including servers, networking equipment, cooling systems, data storage, and physical real estate. This suggests that data center upgrades are expected to cost $1 trillion over the next four years, presenting significant business opportunities for related industries.
【来源】https://wallstreetcn.com/articles/3709557
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