民生证券：温控&算力运维是字节AI从0-1最核心受益环节

美港电讯12-20 13:56

【民生证券：温控&算力运维是字节AI从0-1最核心受益环节】金十数据12月20日讯，民生证券最新研报称，当前字节AI模型豆包月活已成为全球Top2，国产AI未来可期，同时也注意到在豆包优秀的数据背后是对AI算力的大力投入。当前字节已经购买了英伟达约23万张，成为全球仅次于微软的大厂。字节不仅在国内，也同步在海外建设了算力中心。作为AI算力从0到1的升级，液冷及相关运维有望同步受益高景气。

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