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高盛:专家网络系列_ 2025 年 7 月数据中心及网络设备展望
Goldman Sachs· 2025-07-16 00:55
14 July 2025 | 2:56PM EDT Americas Technology: Hardware Expert Network Series: Data Center & Networking Equipment July 2025 outlook with 650 Group We hosted an investor webinar with Alan Weckel, the 650 Group founder and technology analyst on July 14th, 2025 as part of our Expert Network Series to discuss current trends impacting the data center & networking equipment market. Bottom line: Capex spending for AI infrastructure should remain robust, particularly as a growing number of tier-2 clouds and large e ...