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通信行业深度分析：AI产业热潮带动服务器、交换机、光模块及相关芯片行业蓬勃发展-20230913-安信证券

AI 产业热潮带动服务器、交换机、光模块及相关芯片行业蓬勃发展海外大厂 AI 资本开支持续上行，人工智能快速发展拉动 AI 相关产业链深度受益：当前 AI 行业发展以海外科技巨头为首，几大巨头的投资与发展方向引领者全球 AI 行业技术趋势与发展方向。目前海外巨头一方面纷纷布局自研大模型，同时不断加大 AI 方向资本开支。根据亚马逊、微软、谷歌、Meta、苹果均 2023 年半年报，虽然有些公司

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