今年以来，科技巨头们相继宣布了令人咋舌的资本支出计划。Meta 表示未来三年将在数据中心上投入超过 6,000 亿美元，微软计划 2025 年投入 800 亿美 元，谷歌的数字是 750 亿美元，苹果则规划了未来四年 5,000 亿美元的投资。这些数字加起来，让全球数据中心和 AI 基础设施的总投资在未来五年内可 能突破 5 万亿美元。 与此同时，质疑的声音也在增多。哈佛经济学家杰森·弗曼 (Jason Furman) 的研究发现，如果排除数据中心相关投资，2025 年上半年美国 GDP 增长仅为 0.1%。著名投资者迈克尔·伯里 (Michael Burry) 公开质疑英伟达芯片的折旧问题。对冲基金 Elliott 在给客户的信中表示，AI 被过度炒作，英伟达处于泡沫 之中。 现在，又一位科技界重量级人物加入了怀疑者的行列。 IBM 首席执行官阿尔文德·克里希纳 (Arvind Krishna) 近日在接受科技媒体 The Verge 旗下播客节目 Decoder 采访时，对当前席卷全球的 AI 数据中心投资热 潮提出质疑。他直言不讳地表示，按照当前的基础设施成本，科技巨头们投入数万亿美元建设 AI 数据中 ...

Group 1 - Quantum computing utilizes the fundamental properties of quantum mechanics to solve problems, with a rapidly expanding global market projected to reach $5 billion by 2024, driven by increasing demand for computational power and advancements in quantum performance [1][16] - North America leads the global quantum computing market with a 29.8% share, followed closely by Europe at 28.8% and China at 25.2% [21][22] Group 2 - China's quantum computing industry has grown significantly, with a projected market size of 9.04 billion yuan ($1.3 billion) in 2024, reflecting an 82.1% year-on-year increase, and accounting for 68.6% of the total quantum technology market [2][45] - The Chinese government has implemented multiple supportive policies to enhance quantum computing technology development, establishing a robust national and local policy framework [38][41] Group 3 - The global quantum computing market is expected to grow from approximately $800 million in 2021 to $5 billion in 2024, indicating a strong upward trend [16][17] - In North America, the quantum computing market is projected to reach $1.5 billion in 2024, with a growth rate of 6.4% year-on-year [26] Group 4 - Investment in China's quantum computing sector has surged, with financing reaching 2.93 billion yuan ($420 million) in 2024, marking a 38.2% increase [50] - Major players in the Chinese quantum computing landscape include Tencent, Huawei, and various startups like Benyuan Quantum and Guodun Quantum, contributing to a vibrant ecosystem [2][59]