美银：中国人工智能加速发展-完整的资本支出价值链
2025-06-10 05:52
Accessible version China Matters (H/A) #6: AI CHARGES up: a complete capex value chain Industry Overview China AI Capex to reach RMB600-700bn in 2025E Our "China Matters" series focuses on sectors where China plays a critical role globally, with reports on resources (#1), solar (#2), EV (#3), AI (#4), consumer (#5). To CHARGE up AI, the IEA estimates global data center Capex to be US$800bn p.a. by 2030, from US$100bn p.a. in 2015. We expect China's AI Capex to largely jump to RMB600-700bn in 2025E, backed b ...