AI 导读
2026 年，AI 资本支出达到 $765B，首次超过石油和天然气的 $681B。到 2031 年，预计将几乎翻倍。Morgan Stanley 预计，AI 在全球经济中的扩散将创造 $40T 的机遇。这一机遇依赖一项关键资源：算力。
正文
"In 2026, AI capex reached $765B, passing oil and gas capex at $681B for the first time. By 2031, it is projected to nearly double. Morgan Stanley projects that AI’s diffusion across the global economy creates a $40T opportunity. That opportunity rests on a key resource: compute."
来源：@rohanpaul_ai · x.com