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国信证券-通信行业数据中心互联技术专题二：AI变革推动AIDC服务商快速发展-250316

AIDC（Artificial Intelligence Data Center）人工智能数据中心/智算中心需求景气度高。AIDC集成了高性能算力、大数据存储、AI算法和云计算等业务。AIDC相较于传统IDC，在芯片功耗、服务器功耗、机柜功率，IT成本以及服务器租赁费用上有显著增加。近两年全球AI大模型的爆发推动了MaaS（Model as aService）服务发展的同时，成为AIDC景气度提升

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