【华西计算机】周观点：算力供给紧张，成为2026年主线

华西研究02-04

“华西研究”小程序全面升级！专业研值，一镜到底！华西计算机本周观点:算力供给紧张，成为2026主线全球AI基建需求依然强劲，26年海外AI算力依然是主要配置方向。TrendForce预测2025年全球八大主要CSPs资本支出(CapEx)总额约4,300亿美元(yoy+65%),预期2026年CSPs仍将维持积极的投资，资本支出将进一步推升至6,000亿美元以上(yoy+40%),展现出AI基础...

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