AI数据中心

3 atoms · 跨 3 天 · 首见 2026-06-23 · 最近 2026-06-29

三色: 🟦 fact 0 · 🟥 take 3 · stance ▲2/▼1/◆0

来源: X 1 · 卖 2

时态: fresh:3

标签: 好数字:2 · 好观点:1

叙事 (narrative) (2)

• 2026-06-29 · AI资本支出周期阶段
  experts see the AI capex cycle as still in early stages.
  tags: 好观点 · → daily
  value: stage=早期
• 2026-06-25 · 进度滞后
  Already 70% are behind schedule waiting for power
  tags: 好数字 · → daily
  value: qty=70%

预测 (forecast) (1)

• 2026-06-23 · TAM预测
  AI DATA CENTERS. TAM of ~$1.7Tn by CY30E, growing from just ~$273bn in CY25, led by Insatiable demand for compute
  tags: 好数字 · → daily
  value: qty=$1.7Tn by CY30E, from ~$273bn in CY25

时间轴 (近 20)

• 2026-06-29 · narrative · AI资本支出周期阶段 · → daily
• 2026-06-25 · narrative · 进度滞后 · → daily
• 2026-06-23 · forecast · TAM预测 · → daily

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