AI 行业资本支出规模接近 1 万亿美元

Foreign pension funds and sovereign wealth groups are pouring capital into North American AI compute capacity, pushing sector spend near the $1 trillion mark. This influx from non-US institutions suggests sustained demand for data center expansion beyond short-term hype. If this capital allocation holds, we might expect a structural shift in cloud supply chains rather than a temporary bubble. The sheer volume of external funding implies deep conviction in the sector's growth trajectory.

AI 算力基建获全球资本强力加持，单看超 1 万亿美元的投入体量，需求侧硬核支撑逻辑跑通。外资与主权基金持续入场，说明产业周期处于上行确认阶段。这种资金流向背后是真实的落地预期，而非单纯炒作。当然，资金效率如何转化为算力交付能力，才是后续关键。

感觉亚洲资金真给力，这一万亿资本花出去，AI 行业肯定会越来越热闹吧。