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2023年数据中心AI算力芯片(包括GPU、XPU等)TAM达到620亿美元
2023年数据中心AI算力芯片(包括GPU、XPU等)TAM达到620亿美元
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所属报告:
博通-美股公司研究报告-软硬一体的AI卖铲人-240610(31页).pdf
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行业数据
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行业数据
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图36、全球数据中心用电量及区域占比
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2026-07-20
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图27、2024-2029年全球数据中心液冷市场规模
fCDlubTku70gfCDlhajnkIPmlbDmja7kuK3lv4PmtrLlhrfluILlnLrop4TmqKHvvIjkur/nvo7lhYPvvIkgfAp8IDotLS0gfCA6LS0tIHwKfCAyMDI0IHwg57qmIDkzIHwKfCAyMDI1IHwg57qmIDE0NCB8CnwgMjAyNkUgfCDnuqYgMjA2IHwKfCAyMDI3RSB8IOe6piAyNzQgfAp8IDIwMjhFIHwg57qmIDMyNSB8CnwgMjAyOUUgfCDnuqYgMzc2IHwKCioq6LWE5paZ5p2l5rqQKirvvJpDSU1FIOWbvemZhea2suWGt+aVo+eDreaKgOacr+WxleWFrOS8l+WPt++8jE9tZGlh
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2026-07-20
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图28、2025年全球数据中心液冷市场规模分地
fCDlnLDljLogfCDljaDmr5QgfAp8Oi0tLXw6LS0tOnwKfCBOQU3vvIjljJfnvo7vvIkgfCA2NCUgfAp8IEFzaWEmT2NlYW5pY++8iOS6muWkquWPiuWkp+a0i+a0su+8iSB8IDI0JSB8CnwgV2VzdGVybiBFdXJvcGXvvIjopb/mrKfvvIkgfCAxMCUgfAp8IE90aGVyc++8iOWFtuS7lu+8iSB8IDIlIHwKCioq6LWE5paZ5p2l5rqQKirvvJpDSU1FIOWbvemZhea2suWGt+aVo+eDreaKgOacr+WxleWFrOS8l+WPt++8jE9tZGlh
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2026-07-20
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图16、全球IT产业中数据中心IT支出金额及增
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2026-07-20
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图15、全球超大规模数据中心数量增长趋势
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最新数据
全球全年龄段奶粉市场规模(亿美元)
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2026-07-30
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全球酸奶及发酵乳制品市场规模(亿美元)
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2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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2026-07-30
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全球拥有AKK专利菌株的核心企业
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2026-07-30
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2)对于非云厂的 AI企业而言,AI应用及大模型优胜企业将主动对算力成本进行优化。当前 AI 初创公司仍处于百花齐放阶段,呈现各初创公司算力需求不足够大而需求急迫的特征,难以考虑算力成本优化的问题。但随着未来爆款 AI 应用的出现以及 AI 大模型格局逐渐走向清晰,成熟的 AI 优胜企业将具备算力需求庞大且长期需求稳定的特点,有望向 XPU 芯片主动靠拢,Anthropic、Character.AI 等已部署于 AWS 和 GCP 的 XPU 芯片之上。
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博通-美股公司研究报告-软硬一体的AI卖铲人-240610(31页).pdf
博通现金流量
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Broadcom收入及利润预测(单位:百万美元)
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