全球人工智能迅猛发展的背景下,传统的互联网数据中心(IDC)正在向人工智能数据中心(AIDC)进化。在国盛证券1月4日发布的研报中,对IDC和AIDC做了区分:传统 IDC针对“广覆盖”通用计算需求,AIDC则面向AI、大数据、高性能计算的“深计算”需求。二者最核心的区别在于,AIDC由于单机柜功率密度较高,投资回报周期有望较传统IDC更短。随着AI技术计算功率密度提升,数据中心用电量的需求将大于...
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