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亚洲人工智能硬件投资面临融资难题

亚洲地区有能力建设人工智能数据中心，但更棘手的问题在于如何为内部的图形处理器（GPU）提供资金

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    • 随着芯片成为人工智能基础设施中的主导成本，一个围绕硬件本身的新兴融资市场应运而生，这个市场有其独特的贷款方、风险和规则。
    • 随着芯片成为人工智能基础设施中的主导成本，一个围绕硬件本身的新兴融资市场应运而生，这个市场有其独特的贷款方、风险和规则。 图片来源：路透社

    Bernie Margulies

    Published Sat, Jun 20, 2026 · 08:21 AM

    本文由AI辅助翻译

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    美国无法独自支撑其人工智能热潮。如今，电力供应而非资本，已成为该国新增产能的最大瓶颈。弗吉尼亚等地的新设施甚至需要等待长达七年才能获得充足的电力供应。

    与此同时，中国无法购买 Nvidia 的图形处理器（GPU）。自2022年10月以来，华盛顿方面一直限制人工智能芯片的出口，并禁止了 Nvidia 为中国市场设计的所有规避禁令的“特供版”芯片。最近一次于2025年4月对 Nvidia H20 的禁令，导致该芯片制造商在一个季度内计提了55亿美元的费用。

    东南亚的优势则显而易见：广阔的土地、充裕的电力和快速的审批许可。

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