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傳中國未來五年擬投入2萬億人幣在全國建立數據中心
《彭博》引述消息人士報道,中國準備在未來五年內投入約2萬億人民幣在全國各地建造數據中心,目標在全國建立互聯運算樞紐網絡,中移動(00941.HK)及中電信(00728.HK)等國有企業將營運大部分數據中心並確保數據相互連接。據悉,該計劃的核心是在AI晶片等技術上,有至少80%依賴包括華為在內的本土供應商,意味著將不再依賴Nvidia(NVDA.US)及AMD...
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傳中國未來五年擬投入2萬億人幣在全國建立數據中心
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《彭博》引述消息人士報道,中國準備在未來五年內投入約2萬億人民幣在全國各地建造數據中心,目標在全國建立互聯運算樞紐網絡,中移動(00941.HK)  0.000 (0.000%)    Short selling $195.58M; Ratio 22.857%   及中電信(00728.HK)  0.000 (0.000%)    Short selling $25.12M; Ratio 12.077%   等國有企業將營運大部分數據中心並確保數據相互連接。

據悉,該計劃的核心是在AI晶片等技術上,有至少80%依賴包括華為在內的本土供應商,意味著將不再依賴Nvidia(NVDA.US)      及AMD(AMD.US)     

報道稱,這項計劃亦是中國在「十五五」期間提出的「六張網」國家頂層基礎設施投資戰略的核心支柱。不過,目前數據中心規劃仍處於早期討論階段,細節可能會有所變動,所投入的資金將主要透過主權債務以及投資戰略產業的國家基金,同時亦會包括銀行貸款及民間資本。

據悉,相關項目的整體目標是在2028年前將公私營分散的資料設施連接成一個統一的網絡,這將有助推動AI在醫療、交通及城市管理等公共領域上的應用。除包括數據中心及高速通訊基礎設施在內的AI設施外,中國還計劃將電網接入該計劃,有可能令總投資額至少達到5萬億元人民幣。(mn/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-09 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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