杰米·戴蒙：超大规模AI支出明年或达1万亿美元
杰米·戴蒙预测超大规模AI支出明年将达1万亿美元，需求激增推动科技基建。
原文链接详细分析
杰米·戴蒙在印度会议上表示，超大规模AI支出明年可能达到1万亿美元，这源于数据中心和算力容量的持续扩张。摩根大通首席执行官强调AI行业影响在规模和速度上已堪比历史重大资本支出周期。市场密切关注这些预测，因其将塑造全球科技供应链的资本配置。
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