从Token狂潮到1.3万亿美元AI服务器蓝海：AI推理算力全面爆发，戴尔等龙头迎来“量价+份额”黄金时代

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【从Token狂潮到1.3万亿美元AI服务器蓝海：AI推理算力全面爆发，戴尔等龙头迎来“量价+份额”黄金时代】智通财经APP获悉，华尔街金融巨头高盛最新发布的《2Q26服务器市场份额和增长前景》研究报告显示，戴尔等一众全球AI服务器集群制造领军者们正在同时分享“AI服务器市场规模加速扩容”和“大型企业、新云等核心AI云计算客户们订单份额大举提升”两重增长红利，而不只是被动受益于硬件涨价。

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