Rohan Paul· @rohanpaul_ai · X·· 2026-08-25AI 评分46
AI 导读
2026年AI资本开支预计达$765B，首次超过油气行业的$681B，到2031年有望接近翻倍。摩根士丹利预计AI向全球经济的扩散将创造$40T机会，而这一机会的关键资源是算力。算力也即将迎来首个期货合约。
正文 · 原文
"In 2026, AI capex reached $765B, passing oil and gas capex at $681B for the first time. By 2031, it is projected to nearly double. Morgan Stanley projects that AI’s diffusion across the global economy creates a $40T opportunity. That opportunity rests on a key resource: compute."
AI capex is projected to reach $765B in 2026, passing oil and gas for the first time. Compute is now getting its first futures contract. Here is what has to be true for it to work… http://x.com/i/article/2091928128210055170在 X 查看被引用的帖子
来源：Rohan Paul · x.com