大摩:2027年超大规模及新兴云厂商数据中心新增算力同比激增48%
【大摩:2027年超大规模及新兴云厂商数据中心新增算力同比激增48%】金色财经报道,10月17日,摩根士丹利称,2027年,超大规模云厂商(Hyperscalers)与新兴云(neocloud)的数据中心新增算力规模将同比激增48%,达到32吉瓦(GW)。谷歌、亚马逊、微软、Meta四大超大规模云厂商贡献约85%的新增建设量;2028年将再新增39吉瓦,同比扩张21%。()
| 排名 | # | 交易平台 | 24H成交额 | 成交涨跌幅 | 活跃度 | 交易平台 | 活跃度 |
|---|---|---|---|---|---|---|---|
| 1 | $186.45亿 | -11.25% | 86.7% | 86.7% | |||
| 2 | $25.99亿 | 0.43% | 68.6% | 68.6% | |||
| 3 | $397.79亿 | -8.1% | 85.4% | 85.4% | |||
| 4 | $9.34亿 | -14.88% | 69.3% | 69.3% | |||
| 5 | $111.01亿 | -6.86% | 65.3% | 65.3% | |||
| 6 | $12.68亿 | -8.21% | 53.3% | 53.3% | |||
| 7 | $2.05亿 | 18.74% | 65.3% | 65.3% | |||
| 8 | $7.42亿 | -8.9% | 68.4% | 68.4% | |||
| 9 | $2.83亿 | -20.66% | 56.9% | 56.9% | |||
| 10 | $70.30亿 | 0.51% | 71.1% | 71.1% | |||
| 11 | $4.34亿 | 5.43% | 36.2% | 36.2% | |||
| 12 | $3,102.75万 | -18.56% | 59.5% | 59.5% | |||
| 13 | $223.80亿 | -0.43% | 31% | 31% | |||
| 14 | $112.16亿 | 1.29% | 76.2% | 76.2% | |||
| 15 | $1.38亿 | -9.62% | 66.9% | 66.9% | |||
| 16 | $108.41亿 | -12.11% | 55.2% | 55.2% | |||
| 17 | $11.72亿 | -6.56% | 26% | 26% | |||
| 18 | $16.41亿 | 26.2% | 46.9% | 46.9% | |||
| 19 | $1.08亿 | -10.75% | 31.5% | 31.5% | |||
| 20 | $1,624.05万 | -20.6% | 58.2% | 58.2% |