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Research report
东北证券-电子行业深度报告：生成式AI驱动算力芯片腾飞-230630
当前 AI 作为本轮科技主浪潮的产业趋势已随英伟达数据中心需求的飙涨逐步落地，我们保守估计 2023 年全球训练侧/推理侧算力需求为 243亿/110亿元。需求主要来自全球 8 家互联网科技大厂，其次是政府端。按下游行业看，中国AI 算力投资有65%来自互联网，政府占 15%次之。互联网需求以科技大厂为主：全球 AI 服务器下游需求 78%来自全球 8家科技大厂。政府项目方面，目前全国超30城市在
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