EPISODE · Apr 12, 2026 · 8 MIN
大摩：AI革命被低估，算力缺口超预期
from 深度
摩根士丹利研报指出，市场严重低估AI革命爆发力。大模型能力呈非线性跃升，2027年或实现AGI；算力需求增速为NVIDIA供给3倍，供需缺口显著；美国数据中心2028年将面临55吉瓦电力缺口；AI已导致部分行业4%净裁员率，未来90%职业受影响。
Embed this episode
NOW PLAYING
大摩：AI革命被低估，算力缺口超预期
0:00
8:59
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of 深度?
This episode is 8 minutes long.
When was this 深度 episode published?
This episode was published on April 12, 2026.
Can I download this 深度 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!