近期随着DeepSeek等AIGC大模型的迅速落地应用,各方对算力和算力基础设施的需求快速激增,给云计算、数据中心等相关行业带来增长机遇。
作为国内领先的数据中心运营商,万国数据在云数据中心领域拥有领先的市场地位和丰富布局,有望充分受益于AIGC带来的算力需求提升。
分析人士指出,目前有针对性部署DeepSeek等大模型的公有云和算力服务供应商,算力需求突飞猛进。同时AIGC模型训练和推理也将带动新建数据中心和IDC等基础设施建设的投资需求。其中,万国数据作为数据中心领域龙头,将是主要受益方之一。
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