AI軍備賽的意外贏家：中國電力與冷卻設備出口逆勢高飛
受惠於全球AI資料中心建設熱潮，中國的電力與冷卻系統出口大幅增長。儘管存在貿易緊張局勢，強勁的市場需求使中國供應商成為此輪AI競賽中的意外贏家。
當全球目光聚焦於AI晶片戰爭，一個隱藏的戰場正悄然改變局勢。根據日經亞洲報導，儘管美中貿易關係緊張，受惠於全球資料中心的建設狂潮，中國製的電力設備與冷卻系統出口正迎來一波爆發性成長。
資料中心的「能源焦慮」
人工智慧的突飛猛進，背後是驚人的能源消耗。高效能的AI運算產生巨大熱量，使得電力供應和散熱系統成為資料中心能否穩定運作的命脈。這股對基礎設施的龐大需求，為中國相關供應商創造了前所未有的商機，使其在全球供應鏈中扮演舉足輕重的角色。
跨越貿易壁壘的剛性需求
儘管地緣政治的陰霾籠罩，關稅壁壘依舊存在，但市場的剛性需求似乎超越了政治紛擾。根據日經亞洲的報導，在全球企業競相擴建AI基礎設施之際，兼具規模與成本優勢的中國產品，成為許多業者難以替代的選擇。這股強勁的市場拉力，正推動中國相關出口額屢創新高。
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