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全球科技：人工智能价值链：1 吉瓦数据中心算力实际成本几何，其构成为何-Global Technology：AI Value Chain： How much does a GW of data center capacity actually cost, and what goes into it
2025-11-07 01:28
27 October 2025 Global Technology AI Value Chain: How much does a GW of data center capacity actually cost, and what goes into it? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Daniel Zhu +1 917 344 8309 daniel.zhu@bernsteinsg.com Alex Wang, CFA +852 2123 2613 alex.wang@bernsteinsg.com Mark Li +852 2123 2645 mark.li@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.von ...
