亞馬遜宣佈2030年前在印度追加130億美元投資，重點擴展AWS孟買與海得拉巴數據中心，強化AI及雲服務能力。
高盛最新研報指出，市場低估了AI領域發展需求，預計超大規模數據中心運營商的AI相關資本支出將遠超預期。華爾街預估2027年相關支出爲9200億美元，高盛測算達1.1萬億美元，樂觀場景下更增至1.4萬億美元。受企業級AI代理普及推動，機構預測2030年全球AI Token消耗量將大幅增長。
SpaceX啓動IPO路演，高盛估值模型顯示其IPO估值或達1.78萬億美元，核心驅動力來自人工智能業務。預計AI板塊營收將從2025年的32億美元激增至2030年的3220億美元，五年增長近100倍，遠超傳統航天業務。
聯合國水、環境健康研究所最新報告指出，受人工智能（AI）激增影響，全球數據中心水消耗到2030年將翻倍。當前數據中心規模持續擴大，帶來巨大環境成本。去年全球數據中心電力耗達448太瓦時，已超過沙特阿拉伯全國用電量，其中AI算力耗電佔五分之一；水消耗達45萬億升，可滿足撒哈拉以南非洲超6億人用水需求。
Xai
$1.4
輸入tokens/百萬
$3.5
輸出tokens/百萬
2k
上下文長度
Google
$2.1
$17.5
1k
Alibaba
-
Bytedance
$4
$16
128
Anthropic
$21
$105
200
Chatglm
$5.6
$28
8
01-ai
32
$100
Baichuan
4
Baidu
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