该报告还揭示了英伟达在以色列的业务规模。该公司在以色列的员工人数已接近6000人，而去年公布 的数据为约5000人。英伟达在以色列的资产价值从2024年的8.4亿美元增至去年的14.7亿美元，而 2023年仅为3.25亿美元。英伟达在以色列缴纳的税款也增至12.87亿美元，约合40亿新谢克尔。 以色列网络部门的收入占英伟达总收入的 16%，与 2025 年第二季度的比例相似，但该公司的网络芯 片正成为其最大的增长引擎，这也解释了首席执行官黄仁勋两个月前批准在基里亚特蒂沃恩建造公司 大型园区的决定，该园区将主要从事网络活动。 是什么让网络处理器业务对英伟达的增长如此重要？英伟达高级副总裁兼网络业务负责人吉拉德·沙 伊纳几个月前在接受《环球报》采访时表示："几年前，我们专注于单个处理器，但如今，我们的视 角已经转移到整个数据中心，也就是服务器所在的设施，这些服务器嵌入了这些芯片以及其他芯片。 该设施从一开始就被设计成一个整体，而芯片之间以及世界各地数据中心之间的连接性至关重要。黄 仁勋当时就意识到了这一点，这也是他收购Mellanox的原因。" 公众号记得加星标⭐️，第一时间看推送不会错过。 美国芯片巨头英伟达日 ...

Core Insights - The article emphasizes the accelerated global construction of AI-driven data centers, highlighting significant investments from major tech companies like Meta and Mistral AI, which reflect the strategic importance of AI computing power deployment [2][3] - Data centers are not only foundational for AI applications but also serve as critical support for profit growth and technological competition across the industry [4] Market Size and Policy Environment by Region - North America: Projected market size of approximately $95-100 billion by 2026 and $300-350 billion by 2030, with a CAGR of ~28%. The region benefits from supportive AI innovation policies and strict data privacy regulations [6] - Europe: Expected market size of around $40-45 billion by 2026 and $120-150 billion by 2030, with a CAGR of ~25%. The region faces strict GDPR compliance and has a strong demand for localized data centers [6] - China: Anticipated market size of about $50-55 billion by 2026 and $160-200 billion by 2030, with a CAGR of ~27%. The government encourages AI and computing infrastructure development [6] - South Korea: Estimated market size of $5-6 billion by 2026 and $20-25 billion by 2030, with a CAGR of ~30%. The government promotes AI strategies and local semiconductor advantages [6] - Japan: Projected market size of $6-7 billion by 2026 and $18-22 billion by 2030, with a CAGR of ~23%. The region's stable demand comes from high-end manufacturing and finance sectors [6] - India: Expected market size of $3-4 billion by 2026 and $12-15 billion by 2030, with a CAGR of ~28-30%. The region shows rapid growth in cloud computing and AI applications [6] Key Industry Chain and Leading Companies - AI Chips/Accelerators: Key players include NVIDIA, AMD, Intel, and Google, focusing on high-performance AI training and inference [8] - Data Center Infrastructure: Major operators like Equinix and Digital Realty, along with self-built centers from Meta, AWS, and Microsoft, dominate the market [8] - Cloud Services/AI Platforms: AWS, Microsoft Azure, and Google Cloud are leading providers of AI services and solutions [8] - Storage/Memory: Companies like Samsung and SK Hynix are crucial for high-speed storage demands [9] - Network Equipment: Cisco and Arista Networks are essential for data center connectivity [9] - Energy and Cooling: Schneider Electric and Vertiv lead in providing reliable power and cooling solutions [9] - Data Center Software: VMware and HashiCorp/Red Hat offer critical management tools for data centers [9] Investment Opportunities - Upstream Chips: Investment in GPU/TPU/accelerators offers high margins and long-term contracts [10] - Data Center Operations: Focus on self-built or managed centers in high-demand regions like North America, China, and South Korea for stable rental income [10] - Cloud Service Platforms: High-growth subscription revenue opportunities in AI SaaS/IaaS [10] - Storage/Memory: Long-term supply agreements with major operators for HBM/SSD [10] - Network Equipment: Targeting AI-optimized and low-latency products for mid to long-term replacement [10] - Energy/Cooling: Building green data centers to leverage policy benefits [10] - Software/Operations: Providing intelligent operation and monitoring services for high profit margins [10] Conclusion and Strategic Recommendations - AI data centers are positioned as the core hub of the global tech industry over the next decade, with understanding technology trends and market opportunities being crucial for competitive advantage and long-term returns [12][14] - Regional market differences indicate that North America and China have large, stable markets, while South Korea and Southeast Asia show rapid growth [14] - Investment strategies should focus on leveraging these regional insights for optimal positioning in the evolving landscape [14]