中国开启AI大基建周期:“保持对重复建设的警惕”

第一财经
01 Mar

全球科技巨头正在疯狂投资AI基建。  2025年2月24日,阿里巴巴宣布未来三年将投入3800亿元建设云与AI硬件基础设施,这一金额超过其过去十年的总和,创下中国民营企业在相关领域的投资纪录。一天后,百度完成对YY直播的收购的同时,宣布将16亿美元(约合人民币110亿元)托管资金转投云计算与AI基础设施。两件事情共同指向一个趋势:AI技术加速迭代的背景下,基础设施的军备竞赛已开始。  全球视角下,...

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