知名服务器制造商戴尔(DELL)今日盘中股价大涨6.7%,引发市场广泛关注。这与特朗普总统近期公布的一项人工智能基础设施大规模投资计划密切相关。
消息面上,特朗普宣布由甲骨文、OpenAI和软银联合出资5000亿美元,在美国建设名为"星际之门"的人工智能数据中心。这被视为迄今最大规模的人工智能基建投资,旨在帮助美国在全球人工智能竞赛中领先于中国等竞争对手。
作为主要面向人工智能领域的服务器供应商,戴尔将从巨额人工智能项目投资中获益。市场预计该公司的人工智能服务器订单将继续大幅增长,业务发展前景受到提振,从而推动了股价的大涨。此外,其他多家人工智能相关公司股价也同步上涨。
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