国产算力中心能否再次启动？

Core Insights - The article discusses the fluctuations in capital expenditure among major tech companies following the release of Deepseek, highlighting a surge in domestic computing power and a subsequent cooling off after Tencent's capital expenditure announcement [1] - The ongoing US-China tensions are identified as a significant factor affecting the ability of major companies to invest, particularly in data center expansions due to difficulties in acquiring necessary hardware [1] - Despite the challenges, demand for computing power remains strong, with companies like Nvidia recovering from early-year declines and domestic firms like Huawei and others making strides in the computing power sector [1][2] Group 1 - Major tech companies have increased capital expenditures in response to the booming domestic computing power market, but this trend has cooled following Tencent's announcements and the impact of the "tariff war" [1] - The US-China friction is causing difficulties in hardware acquisition, which is expected to slow down the expansion of data centers across major companies [1] - Nvidia has rebounded from earlier declines, and overseas demand for computing power remains robust, with domestic companies also achieving historical highs in certain sectors [1] Group 2 - Nvidia's founder has acknowledged Huawei as a strong competitor, noting that a significant portion of global AI scholars are based in China, indicating the competitive landscape in the AI sector [2] - Major domestic companies are not reducing their investments in AI, with Alibaba emphasizing its strategic focus on AI for the next decade [2] - Progress in US-China negotiations may lead to improved access to overseas computing power cards, with expectations for more AI applications to be launched in the second half of the year [2] Group 3 - The article suggests that the domestic computing power sector is poised for a resurgence, indicating optimism about future developments [3]