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中原证券-半导体行业深度报告：AI算力芯片-AI时代的引擎-250403

 AI算力芯片是“AI时代的引擎”。ChatGPT热潮引发全球科技企业加速布局 AI大模型，谷歌、Meta、百度、阿里巴巴、华为、DeepSeek 等随后相继推出大模型产品，并持续迭代升级；北美四大云厂商受益于 AI对核心业务的推动，持续加大资本开支，国内三大互联网厂商不断提升资本开支，国内智算中心加速建设，推动算力需求高速成长。人工智能进入算力新时代，全球算力规模高速增长，根据IDC 的预测，

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