星颖 发表于 2026-9-27 17:39:25

24GW 规模超欧亚总和：中国数据中心真实底座曝光，巨头激进“扫货”透支现金流

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newsletter.semianalysis.com (https://newsletter.semianalysis.com/p/the-chinese-ai-infrastructure-boom)
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The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China... (https://newsletter.semianalysis.com/p/the-chinese-ai-infrastructure-boom)
1,000+ facilities across 60+ operators mapped, built retail-first and flipped by AI, largest hyperscaler leases 1/5 national capacity, 100MW in 12 months, Eastern Data Western Compute

XieZhiQiang8 发表于 2026-9-27 18:15:13

看到就转：物美价廉只是一种营销手段，从古至今都是一分钱一分货，买萝卜的价格永远买不了人参。——销冠金句
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