AI的计算需求比摩尔法律增长一倍,每年需要500B美元才能扩大数据中心。 AI’s computing demands are doubling faster than Moore’s Law, needing $500B yearly to expand data centers.

根据《神户信》,人工智能对计算能力的需求正在以摩尔法律历史速度的两倍增长,每年估计需要5000亿美元来扩大全球数据中心基础设施。 Artificial intelligence's demand for computing power is growing at twice the historical rate of Moore's Law, according to The Kobeissi Letter, requiring an estimated $500 billion annually to expand global data center infrastructure. AI工作量的激增超过了半导体进展的速度,给能源、制造和供应链造成了前所未有的压力。 The surge in AI workloads is outpacing semiconductor advancements, creating unprecedented strain on energy, manufacturing, and supply chains. 报告强调技术投资的结构性转变,但没有具体说明哪些区域或公司将承担最大的成本。 The report highlights a structural shift in technology investment but does not specify which regions or companies will bear the largest costs.