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中信建投:海外和国内算力产业链景气度持续
中信建投表示,海外和国内算力产业链景气度持续。马斯克旗下的人工智能初创公司 xAI 计划在未来几年内斥资 100 亿美元从甲骨文租用云服务器。谷歌发布 AI 文生图大模型 Imagen,并推出了第六代 TPU 芯片 Trillium。中国移动公示了 2024 年至 2025 年新型智算中心集采项目中标结果,总金额约为 191.04 亿元。全球 AI 行业发展如火如荼,算力基础设施建设需求持续释放。



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中信建投:海外和国内算力产业链景气度持续
中信建投表示,海外和国内算力产业链景气度持续。马斯克旗下的人工智能初创公司 xAI 计划在未来几年内斥资 100 亿美元从甲骨文租用云服务器。谷歌发布 AI 文生图大模型 Imagen,并推出了第六代 TPU 芯片 Trillium。中国移动公示了 2024 年至 2025 年新型智算中心集采项目中标结果,总金额约为 191.04 亿元。全球 AI 行业发展如火如荼,算力基础设施建设需求持续释放。

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