砸崩AI算力股的报告,究竟说了什么?

华尔街见闻
27 Mar

TD Cowen通过渠道调查发现,微软数据中心租赁取消和延期情况比预期更为普遍,放弃在美欧合计耗电2GW的新数据中心项目,将此归因为计算机集群供应过剩。然而,谷歌和Meta迅速填补空缺,数据中心总需求同比仍在增长。与此同时,超算架构正向更高密度转型,导致设备订单短期放缓,这对设备供应商构成挑战。隔夜,一份揭示算力市场巨变的报告带崩美国AI概念股。3月26日,TD证券旗下TD Cowen发布报告称,...

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