数据中心资本开支Data Center Capex
数据中心资本开支是什么?
超大规模云厂商为建设 AI 数据中心投入的巨额资本开支，涵盖 GPU、网络、供电与散热。到 2026 年，AI 驱动的数据中心资本开支已达每年数千亿美元，是 AI 硬件供应链的关键宏观驱动力。
What is Data Center Capex?
The large capital expenditure that hyperscalers and cloud providers spend building AI data centers, including GPUs, networking, power, and cooling. AI-driven data-center capex reached hundreds of billions of dollars annually by 2026 and is a key macro driver for the AI hardware supply chain.
天际投资视角 · AI 基础设施与芯片
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