高盛：数据中心供需模型更新：供应宽松时间早于预期，但按历史标准衡量仍紧张
高盛·2025-04-14 01:32
10 April 2025 | 5:02AM EDT Global Datacenters GS Datacenter supply/demand model update: Loosening earlier than expected; still tight by historical standards Since we introduced our first datacenter supply/demand model, the datacenter market has contended with the impact of multiple AI-related announcements, including the impact of DeepSeek on AI training (and datacenter power demand) and multiple supply announcements including Stargate's datacenter facilities. Our global technology team cut estimates for AI ...