港股异动 | 重庆机电涨超16%，微软CEO直言电力短缺成算力新瓶颈，海外AIDC发电机需求巨大

智通财经11-06

11月6日，重庆机电盘中涨超16%，成交额超1亿港元。消息面上，微软CEO萨提亚·纳德拉在与OpenAI CEO萨姆·奥特曼日前共同接受采访时也表示，当前人工智能行业面临的问题并非算力过剩，而是缺乏足够的电力来支撑所有GPU运行。“说到底，我们现在面临的最大问题并不是算力过剩，而是电力——也就是能否在靠近电源的地方足够快地建成基础设施。”申万宏源发布研报称，根据康明斯预计，全球数据中心发电机市场...

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