华安证券：全球AI市场驱动智算中心电力需求激增

财中社2025-02-25

2月25日，华安证券发布人工智能行业AIDC电源报告。人工智能快速发展，AIDC基石迎高速建设期通算中心向智算中心升级，全球AI市场有望实现高速增长。通算中心主要以云计算为主，随着生成式人工智能(AIGC）的出现，通算中心（传统数据中心）已逐渐无法满足日益增长的计算需求，智算中心（AIDC）应运而生，支持大规模的数据处理等智能算法需求。各国争相布局智算市场，中国云计算、大数据以及物联网等企业在智算...

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