北美四大云厂AI投资冲刺6000亿美元新高，鸿海、广达等台系代工厂迎订单潮

爱集微01-03

Google、Meta、微软及亚马逊AWS等北美四大云端服务厂（CSP）持续扩大AI基础建设投资，今年总投资金额上看6,000亿美元历史新高规模，切入AI服务器代工的鸿海（2317）、广达、纬创、纬颖及英业达有望同步大抢新商机，近期业者持续加码美国等地产能迎接商机。北美CSP大厂继2025年烧钱投资AI基础建设，今年投资也不手软，还有新的芯片大厂也加入市场，相关资本支出除采购AI芯片，也带动AI...

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