Dell'Oro：Q325数据中心支出增59% AI投资持续扩大

讯石光通讯网2025-12-19

ICC讯根据市场研究机构Dell'Oro集团最新发布的报告，全球数据中心资本支出在2025年第三季度同比增长了59%，标志着该领域连续第八个季度实现两位数增长，人工智能投资周期正从早期以训练为主的部署向更广泛的范围扩展。 Dell'Oro集团高级研究总监Baron Fung表示：“美国四大云服务提供商——亚马逊、谷歌、Meta和微软——继续上调2025年数据中心资本支出预期，这得益于他们在...

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expand","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"GOOGL":0.9,"NVD2.UK":0.6,"GOOG":0.9,"NVDY":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVD":0.6,"NVDA":0.9,"3NVD.UK":0.6,"NVDS":0.6,"NVDX":0.6,"META":0.9,"NVDU":0.6,"SNVD.UK":0.6,"ORCL":0.9,"DELL":1.86},"content_text":"ICC讯根据市场研究机构Dell'Oro集团最新发布的报告，全球数据中心资本支出在2025年第三季度同比增长了59%，标志着该领域连续第八个季度实现两位数增长，人工智能投资周期正从早期以训练为主的部署向更广泛的范围扩展。  Dell'Oro集团高级研究总监Baron Fung表示：“美国四大云服务提供商——亚马逊、谷歌、Meta和微软——继续上调2025年数据中心资本支出预期，这得益于他们在人工智能和通用基础设施两方面投资的增加。甲骨文今年也正将其数据中心资本支出翻倍，以为其Stargate项目扩大容量。”  “值得注意的是，当前周期的特点不仅是支出速度，更是投资范围的扩大，因为云提供商同时在扩大加速计算、通用服务器以及大规模部署AI所需支持基础设施的规模。本季度加速服务器支出激增，主要由NVIDIA Blackwell Ultra平台的放量，以及美国超大规模云商、新型云提供商和主权AI部署中定制加速器平台的推动。与此同时，云服务提供商正通过优化资产折旧和生命周期来加强资本支出纪律，以确保健康的现金流。” Fung解释道。  投资范围扩大与资本纪律  报告指出，全球数据中心资本支出增长预期已上调至2026年，这反映了超大规模投资的持续以及对AI基础设施的持续优先考虑。随着云提供商扩大计算和存储容量以支持不断增长的云服务和推理密集型AI工作负载，通用服务器的需求也得到加强。  服务器市场竞争格局  在服务器原始设备制造商（OEM）中，戴尔在营收方面领先，其次是HPE和联想。戴尔凭借强劲的NVIDIA Blackwell产品出货以及更新的x86产品组合获得了市场份额。与此同时，白牌服务器厂商占据了服务器出货量的大部分，这主要得益于超大规模AI部署和通用服务器需求的提升。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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