The Fortunes of Tomorrow Will Be Built on Compute Power
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最新报道：Compute has become the essential commodity of the 21st century, with global capital flooding into AI and data centers. U.S. construction spending on data centers hit a record $40 billion in June, up 30% year-over-year. Governments are also investing heavily, such as Washington's $8.9 billion equity stake in Intel. Bitcoin mining exemplifies this trend, converting energy into digital scarcity and supporting a $2 trillion asset class. Sustainable returns are key, with green energy central to mining strategies. A CBRE survey shows 95% of major investors plan to increase data center investments this year, highlighting compute as a defining asset class for the digital age.
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