万国数据(GDS)股价在今日盘前大涨5.06%,引发了市场关注。
消息面上,DeepSeek公司新推出的R1人工智能语言模型在性能上可媲美OpenAI的GPT等顶尖模型,但训练成本仅为后者的1/30。这款低成本高性能的AI模型引发了业界对未来GPU需求以及数据中心业务前景的乐观预期。
多家机构分析师认为,尽管低成本模型训练有望减少对服务器的需求,但模型推理和应用部署将带来新的数据中心需求增长。长期来看,随着人工智能技术在各领域的广泛应用,数据中心行业有望迎来新一轮发展机遇。作为全球领先的数据中心运营商之一,万国数据将成为人工智能发展的潜在受益方。
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