一“云”知春:BAT的AI基础设施暗战

钛媒体
31 Mar

AI云基础设施将是未来几年最重要的投资主题之一。理解这一点,可以透过这3个核心原因:1、它是一个国家AI竞争力的基础支撑;2、它是Deepseek等开源模型在应用领域爆发“边缘革命”的前提条件;3、它是打破经济下行周期最有效的资本开支路径之一。因此我们可以明确的说:以Deepseek为支点,以AI云基础设施为圆心,中国已经正式启动了新一轮资本开支周期。作为AI云基础设施系列研究的开篇,本文将聚焦...

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