第三季度数据中心资本支出同比增长59%

电子产品世界2025-12-23

Dell'Oro 报道，第三季度数据中心资本支出同比增长59%，标志着连续第八个季度实现两位数增长，AI投资周期仍在继续。“美国四大云服务提供商——亚马逊、谷歌、Meta和Microsoft——持续提升2025年数据中心的预期，这得益于对人工智能和通用基础设施的加大投资。Dell'Oro 的冯男爵表示，Oracle 今年还有望将数据中心资本支出翻倍，同时扩展星际之门项目的产能，“本周期值得注意的是...

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