通信行业点评报告：AIDC新变化：重视八大节点和三大超级节点，以及算力租赁投资机会

开源证券2025-02-21

（以下内容从开源证券《通信行业点评报告：AIDC新变化：重视八大节点和三大超级节点，以及算力租赁投资机会》研报附件原文摘录）AIDC向着超大规模演进，东数西算八大节点重要性日益凸显AI时代，IDC向AIDC演进，AIDC主要部署AI服务器，较传统服务器，AI服务器功耗或大幅提升，我们判断AIDC将沿着超大规模绿色数据中心演进。我国于近年来启动了“东数西算”工程，规划了八大算力枢纽节点和十大数据中心...

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