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瑞銀財富管理料全球AI計算開支遠未見頂
瑞銀財富管理亞太區投資總監辦公室(CIO)發表最新研報指,由於市場對人工智能(AI)的投資正擴展至其他領域,包括高頻寬記憶體、網絡,以及電源和液冷等工業應用,因此無論從金額或是佔比來看,都相信全球AI計算開支遠未見頂。
該行預測,隨著GPU等AI基礎設施的初期投資水平趨向穩定,2025至2030年間AI計算開支年均複合增長20%,回復至更正常化水平,對比2023至2025年為約120%。瑞銀財富管理CIO又預期,AI計算開支佔整體AI投資的比例將從去年的約53%,提高至今年的約59%。
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