[{"data":1,"prerenderedAt":243},["ShallowReactive",2],{"story-6478-tw":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":43,"questions":44,"relatedArticles":54,"body_color":241,"card_color":242},"6478",null,"推動下一波 AI 創新的隱藏基礎設施","科技基礎設施與人工智能交匯處的新興投資機遇",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42],"https://891khol.org/wp-content/uploads/2025/12/2-6.png","https://npr.brightspotcdn.com/dims4/default/acf702b/2147483647/strip/true/crop/1280x720+0+0/resize/880x495!/quality/90/?url=http%3A%2F%2Fnpr-brightspot.s3.amazonaws.com%2Fc0%2F3f%2Feb3a843f4036ba5053110a4ea7e2%2Fprometheus-rendering.jpeg","https://earthjustice.org/wp-content/uploads/2025/12/data-centers_2k.jpg","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/icpXn0_1vNmU/v3/640x360.jpg","https://d2eehagpk5cl65.cloudfront.net/img/c800x450-w800-q80/uploads/2025/12/12-23-25-v1-c-800x450.jpg","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://www.reuters.com/resizer/v2/R57KTNSMH5PDXO3DK6IA7OGYDI.jpg?auth=e638dea78fde4ccac904db349316f781b35225b910f34609c2e86b8a2b566759&width=1080&quality=80","https://arizent.brightspotcdn.com/dims4/default/e139c3b/2147483647/strip/true/crop/3600x2023+0+0/resize/740x416!/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2Fe4%2Fb5%2F8d5efdfc4abaac230a0c69723a60%2F446743843.jpg","https://public-assets-prod.pubgen.ai/brand_7fd54ce7-6cf4-4f33-9084-30a2775175da/asset_b07c60cd-dc7c-4910-aeb5-5b569280eabb.png","https://npr.brightspotcdn.com/dims3/default/strip/false/crop/3377x1900+0+0/resize/3377x1900!/?url=http%3A%2F%2Fnpr-brightspot.s3.amazonaws.com%2F36%2Fb8%2Ffce217d44c9d8293611a5ed2406c%2Ffba46710-cc8c-4af6-9327-118c7fcacf78.jpg","https://wwmt.com/resources/media2/16x9/1920/986/center/90/0bba9229-2b5f-4052-91ef-ac6c837b40a0-VDataCenterVotedDown_frame_168.jpeg","http://cdn.thenigerianvoice.com/images/content/1222202561051_screen_shot_20251222_at_6.08.33_pm.png","https://bloximages.newyork1.vip.townnews.com/columbiamissourian.com/content/tncms/custom/image/e43d037c-58f4-11e7-8d6d-fba6d8e2095f.jpg?resize=600%2C315","https://i0.wp.com/prospect.org/wp-content/uploads/2025/12/Gurley-Data-centers-122225.jpg?fit=1200%2C800&ssl=1","https://erp.today/wp-content/uploads/2025/10/AdobeStock_1411713167-scaled.jpeg","https://moderndiplomacy.eu/wp-content/uploads/2025/02/data-center.jpg","https://imageio.forbes.com/specials-images/imageserve/69483536855d5e00a2c47f0a/Electrical-infrastructure-and-renewable-generation-are-under-growing-strain-as-AI-and/0x0.jpg?format=jpg&width=480","https://townsquare.media/site/1098/files/2025/10/attachment-energy-10.jpg?w=780&q=75","https://cdn.mos.cms.futurecdn.net/vauddn2pvh5FfMRPYUg9zY-1200-80.jpg","https://planetdetroit.org/wp-content/uploads/2025/12/GettyDataCenters-1200x600.jpg","https://www.devdiscourse.com/remote.axd?https://devdiscourse.blob.core.windows.net/imagegallery/27_06_2019_18_01_02_8802375.jpg?width=1280","https://bloximages.chicago2.vip.townnews.com/captimes.com/content/tncms/assets/v3/editorial/1/b9/1b9bd592-62ed-11ee-a7d0-0731ac9323a3/651dbe647b644.image.jpg?resize=400%2C300","https://media.assettype.com/bloombergquint/2025-12-05/rdkqwmoi/AI-Manufacturing.jpg?w=1200&auto=format%2Ccompress&q=60&rect=0%2C0%2C3500%2C1969&","https://ladailypost.com/wp-content/uploads/2025/12/Scrlab.png","https://www.webpronews.com/wp-content/uploads/2025/12/article-4570-1766430032.jpeg","https://bloximages.chicago2.vip.townnews.com/ithaca.com/content/tncms/assets/v3/editorial/c/e5/ce535d20-0259-11ef-a67f-4f0a2510b759/662936dabf262.image.jpg?resize=1200%2C1200","https://img.digitimes.com/newsshow/20251218pd225_files/2_b.jpg","https://ewscripps.brightspotcdn.com/dims4/default/7691e4a/2147483647/strip/false/crop/720x720+280+0/resize/1200x1200!/quality/90/?url=https%3A%2F%2Fcf.cdn.uplynk.com%2Fausw2%2Fslices%2F994%2F44c3f81cadf84cf5a6f4e6d100388208%2F994402277d484458922ea84033363b16%2Fposter_4876a9ef83b74f649836b335dbb630fb.png","https://www.mystateline.com/wp-content/uploads/sites/17/2025/12/snapshot-3-6.jpg?strip=1","https://nonprofitquarterly.org/wp-content/uploads/2025/12/Digital_Colonialism___RECO-640x427.jpg","https://d32r1sh890xpii.cloudfront.net/news/1200x900/2025-12-23_7u5tbdjmvi.jpg","https://erepublic.brightspotcdn.com/dims4/default/642e377/2147483647/strip/true/crop/1679x875+0+0/resize/840x438!/quality/90/?url=http%3A%2F%2Ferepublic-brightspot.s3.us-west-2.amazonaws.com%2F5f%2F5f%2Fbaf0f47248d58e446489fb947867%2Fdata-center-land.jpeg","https://static.axios.com/img/axios-site/axios-placeholder-16x9.png","**AI 基礎設施**的新興格局，代表著一個關鍵但往往被忽視的投資前沿，可能從根本上重塑科技投資策略。 儘管基礎設施股票的具體細節仍然有限，但潛在趨勢指向一個轉型時刻，傳統基礎設施將成為**人工智能**擴張的無聲支柱。\n\n**AI 驅動的基礎設施**正從一個小眾概念迅速演變成科技進步的戰略要務。 其潛力不僅存在於傳統硬件，還存在於實現下一代 AI 功能的複雜網絡、計算資源和專用系統。 這不僅僅是一次簡單的技術升級，它正在從根本上重新構想計算基礎設施如何支持日益複雜的 AI 生態系統。\n\n最具吸引力的見解源於將基礎設施理解為一個動態的、適應性強的技術創新平台，而不是一個靜態資產。 **智能基礎設施**可能會成為那些希望利用 AI 變革潛力的公司的一項關鍵差異化因素。 這意味著投資者和技術專家必須超越表面層面的指標，並了解基礎設施如何成為 AI 性能的戰略推動者。\n\n戰略意義深遠：能夠有效整合先進基礎設施和 AI 科技的公司將獲得顯著的競爭優勢。 未來屬於那些能夠創建靈活、可擴展系統並能快速適應新興 AI 需求的企業。 這代表著從將基礎設施視為成本中心到將其視為戰略創新平台的根本轉變。",[45,48,51],{"title":46,"answer":47,"author":5,"avatar":5,"time":5},"為什麼基礎建設股對 AI 發展變得至關重要？","基礎建設類股至關重要，因為它們提供先進 AI 系統所需的基礎運算和網路資源。隨著 AI 變得越來越複雜，它需要越來越精密的基礎設施，以支援巨大的運算需求、即時處理和可擴展的架構。",{"title":49,"answer":50,"author":5,"avatar":5,"time":5},"基礎建設在 AI 時代為何是戰略性投資？","基礎建設不再僅僅是實體資產，而是關於創建能夠動態支援 AI 科技的適應性、智慧型系統。開發能夠快速整合新興 AI 性能的彈性基礎建設的公司，將擁有顯著的競爭優勢。",{"title":52,"answer":53,"author":5,"avatar":5,"time":5},"在人工智能的背景下，基礎建設的投資有什麼不同？","傳統基礎建設投資著重於靜態容量，而 AI 驅動的基礎建設則需要能學習、適應和擴展的動態智慧系統。這意味著，現在的投資重點在於創建能夠隨著技術需求演進的平台，而不僅僅是建造固定的資產。",[55,60,65,70,75,80,84,89,93,97,101,105,109,113,117,121,126,130,134,138,142,146,150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,209,213,217,221,225,229,233,237],{"id":56,"title":57,"source":58,"logo":22,"time":59},136779,"Data centers' impact on energy rates is uncertain, according to advocacy group","https://www.columbiamissourian.com/news/state_news/data-centers-impact-on-energy-rates-is-uncertain-according-to-advocacy-group/article_4a402d68-918c-42c2-8a4a-a3a3eba5cecb.html","9天前",{"id":61,"title":62,"source":63,"logo":33,"time":64},136778,"AI Boom Drives Demand For Power … New Mexico Asks: Who Pays?","https://ladailypost.com/ai-boom-drives-demand-for-power-new-mexico-asks-who-pays/","7天前",{"id":66,"title":67,"source":68,"logo":5,"time":69},136759,"AI Data Centers Are Forcing Obsolete ‘Peaker’ Power Plants Back Into Service","https://money.usnews.com/investing/news/articles/2025-12-23/ai-data-centers-are-forcing-obsolete-peaker-power-plants-back-into-service","3天前",{"id":71,"title":72,"source":73,"logo":38,"time":74},139869,"Northern Illinois sees surge in data center projects, straining power supply","https://www.mystateline.com/news/northern-illinois-sees-surge-in-data-center-projects-straining-power-supply/","2天前",{"id":76,"title":77,"source":78,"logo":37,"time":79},136775,"Could We Energies customers see rate increases due to data centers in southeastern Wisconsin?","https://www.tmj4.com/news/ozaukee-county/could-we-energies-customers-see-rate-increases-due-to-data-centers-in-southeastern-wisconsin","6天前",{"id":81,"title":82,"source":83,"logo":16,"time":69},136874,"Insight: AI data centers are forcing obsolete ‘peaker’ power plants back into service","https://www.reuters.com/business/energy/ai-data-centers-are-forcing-obsolete-peaker-power-plants-back-into-service-2025-12-23/",{"id":85,"title":86,"source":87,"logo":26,"time":88},136774,"AI Is Stress-Testing The Grid. Can Energy Storage Diversify","https://www.forbes.com/sites/jenniferkitepowell/2025/12/21/ai-is-stress-testing-the-grid-can-energy-storage--diversify/","4天前",{"id":90,"title":91,"source":92,"logo":5,"time":69},139868,"US data centre gold rush could squeeze ammonia prospects","https://www.qcintel.com/ammonia/article/us-data-centre-gold-rush-could-squeeze-ammonia-prospects-55463.html",{"id":94,"title":95,"source":96,"logo":11,"time":79},136777,"How can states prepare for a data center boom?","https://www.wyomingpublicmedia.org/natural-resources-energy/2025-12-19/how-can-states-prepare-for-a-data-center-boom",{"id":98,"title":99,"source":100,"logo":41,"time":88},138259,"Which States Are Leading the Data Center Race?","https://www.governing.com/map-of-the-day/which-states-are-leading-the-data-center-race",{"id":102,"title":103,"source":104,"logo":19,"time":79},136776,"What AI data centers are doing to your electric bill : Planet Money","https://www.npr.org/transcripts/nx-s1-5649814",{"id":106,"title":107,"source":108,"logo":39,"time":88},138260,"Digital Colonialism","https://nonprofitquarterly.org/series/digital-colonialism/",{"id":110,"title":111,"source":112,"logo":20,"time":69},138380,"2025 data center explosion: Developers target Midwest, communities fight back","https://wwmt.com/news/state/data-centers-developers-proposals-midwest-michigan-communities-fight-back-ai-artificial-intelligence-reigns-technology-wwmt",{"id":114,"title":115,"source":116,"logo":5,"time":69},136760,"AI data centers are forcing obsolete ‘peaker’ power plants back into service","https://www.yahoo.com/news/articles/ai-data-centers-forcing-obsolete-110319714.html",{"id":118,"title":119,"source":120,"logo":5,"time":74},139874,"Will the Data Center Boom Impact Your Wallet?","https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/data-center-electricity-consumption-michelle-weaver-david-arcaro",{"id":122,"title":123,"source":124,"logo":12,"time":125},136781,"What You Need to Know About AI Data Centers","https://earthjustice.org/article/what-you-need-to-know-about-ai-data-centers","8天前",{"id":127,"title":128,"source":129,"logo":15,"time":74},139875,"Key facts: NRG Energy cancels Fisk plant retirement; ramps up oil units","https://www.tradingview.com/news/tradingview:7e2d7e0ab2003:0-key-facts-nrg-energy-cancels-fisk-plant-retirement-ramps-up-oil-units/",{"id":131,"title":132,"source":133,"logo":5,"time":88},139974,"These Infrastructure Stocks Could Quietly Power the AI Revolution","https://finance.yahoo.com/news/infrastructure-stocks-could-quietly-power-043500912.html",{"id":135,"title":136,"source":137,"logo":23,"time":88},136762,"Demands for Data Center Moratoriums Surge","https://prospect.org/2025/12/22/demands-for-data-center-moratoriums-surge/",{"id":139,"title":140,"source":141,"logo":25,"time":74},139872,"The AI Boom’s Dirty Secret: Reviving Polluting ‘Peaker’ Plants","https://moderndiplomacy.eu/2025/12/23/the-ai-booms-dirty-secret-reviving-polluting-peaker-plants/",{"id":143,"title":144,"source":145,"logo":5,"time":69},136761,"More than 230 organizations sign petition to stop building AI centers in certain states: 'Threatening Americans' ... security'","https://www.yahoo.com/news/articles/more-230-organizations-sign-petition-223500850.html",{"id":147,"title":148,"source":149,"logo":5,"time":74},139873,"Politicians Say AI Data Centers Are Driving Up Electricity Costs. That's Not How Energy Prices Work.","https://www.yahoo.com/news/articles/politicians-ai-data-centers-driving-210008031.html",{"id":151,"title":152,"source":153,"logo":18,"time":74},139870,"Study examines data centers and electricity","https://www.onlinemadison.com/gomadco/study-examines-data-centers-and-electricity-a137d71d",{"id":155,"title":156,"source":157,"logo":14,"time":74},139871,"The Data Center Price Myth","https://reason.com/2025/12/23/the-data-center-price-myth/",{"id":159,"title":160,"source":161,"logo":5,"time":125},136780,"12-17-25 *INTERVIEW* Sarp Ozkan on the Energy Analysis of the Power Needs of Data Centers","https://www.iheart.com/podcast/759-the-ross-kaminsky-show-20710514/episode/12-17-25-interview-sarp-ozkan-on-the-energy-313338365/",{"id":163,"title":164,"source":165,"logo":24,"time":88},136768,"AI Growth Will Outrun Power Capacity Without Industry Collaboration","https://erp.today/ai-growth-will-outrun-power-capacity-without-industry-collaboration/",{"id":167,"title":168,"source":169,"logo":34,"time":69},136767,"AI Data Centers Face Power Shortages, Threatening Boom: Nvidia CEO","https://www.webpronews.com/ai-data-centers-face-power-shortages-threatening-boom-nvidia-ceo/",{"id":171,"title":172,"source":173,"logo":21,"time":88},136769,"USA: Rising Electricity Prices And An Aging Grid Challenge The Nation As Data Centers Demand More Power","https://www.thenigerianvoice.com/news/361247/usa-rising-electricity-prices-and-an-aging-grid-challenge-t.html",{"id":175,"title":176,"source":177,"logo":29,"time":69},136764,"Data center energy needs: A looming challenge for US power grid","https://planetdetroit.org/2025/12/data-centers-electricity-usage/",{"id":179,"title":180,"source":181,"logo":31,"time":69},136763,"Letter | Place moratorium on data center projects","https://captimes.com/opinion/letters-to-the-editor/letter-place-moratorium-on-data-center-projects/article_6ea8c86c-72ca-4e4d-8962-a6cc5805df7b.html",{"id":183,"title":184,"source":185,"logo":13,"time":69},136766,"Watch Data Center Developers Will Need To Bring 'Own Power,' Says Energy Expert","https://www.bloomberg.com/news/videos/2025-12-22/data-centers-will-need-to-bring-own-power-majkut-video",{"id":187,"title":188,"source":189,"logo":42,"time":88},139876,"Illinois environmental groups and state analysts cite problems with new data centers","https://www.axios.com/local/chicago/2025/12/22/illinois-climate-groups-want-pause-data-centers",{"id":191,"title":192,"source":193,"logo":17,"time":69},136765,"KBRA: Data centers pose 'considerable challenges'","https://www.bondbuyer.com/news/kbra-data-centers-pose-considerable-challenges",{"id":195,"title":196,"source":197,"logo":35,"time":88},136771,"Guest Opinion: Why Large Data Centers Increase Our Energy Bills","https://www.ithaca.com/opinion/guest_opinions/guest-opinion-why-large-data-centers-increase-our-energy-bills/article_68edae85-92b5-4f8a-91e8-90b41af95e71.html",{"id":199,"title":200,"source":201,"logo":32,"time":69},138257,"Gridlocked: The Coming Power Struggle Between AI And Manufacturing","https://www.ndtvprofit.com/opinion/gridlocked-the-coming-power-struggle-between-ai-and-manufacturing",{"id":203,"title":204,"source":205,"logo":27,"time":88},136770,"Viewpoint: What most Montanans need to know about data centers","https://missoulacurrent.com/viewpoint-data-centers-2/",{"id":207,"title":95,"source":208,"logo":10,"time":69},138258,"https://891khol.org/how-can-states-prepare-for-a-data-center-boom/",{"id":210,"title":211,"source":212,"logo":36,"time":88},136773,"Power supply tech diverges for cloud and edge AI","https://www.digitimes.com/news/a20251218PD225/data-infrastructure-power-supply-efficiency-data-center.html",{"id":214,"title":215,"source":216,"logo":5,"time":69},138255,"Calls for an AI Moratorium are Steeped in Fear, Not Facts","https://sbecouncil.org/2025/12/23/calls-for-an-ai-moratorium-are-steeped-in-fear-not-facts/",{"id":218,"title":219,"source":220,"logo":28,"time":88},136772,"\"Tech companies have paid lip service\" - US government is asking AI giants why data centers are leading to rising bills","https://www.techradar.com/pro/tech-companies-have-paid-lip-service-us-government-is-asking-ai-giants-why-data-centers-are-leading-to-rising-bills",{"id":222,"title":223,"source":224,"logo":5,"time":69},138256,"More Than 200 Environmental Groups Call for National Moratorium on New Data Centers Including Ohio","https://www.sciotopost.com/more-than-200-environmental-groups-call-for-national-moratorium-on-new-data-centers-including-ohio/",{"id":226,"title":227,"source":228,"logo":30,"time":74},138253,"AI Data Centers Spark Revival of Peaker Power Plants","https://www.devdiscourse.com/article/headlines/3740221-ai-data-centers-spark-revival-of-peaker-power-plants",{"id":230,"title":231,"source":232,"logo":40,"time":74},138254,"U.S. Fossil-Fuel Peaker Plants Delay Retirement as AI Power Demand Soars","https://oilprice.com/Latest-Energy-News/World-News/US-Fossil-Fuel-Peaker-Plants-Delay-Retirement-as-AI-Power-Demand-Soars.html",{"id":234,"title":235,"source":236,"logo":5,"time":69},138251,"Mississippi’s proving data centers don’t always mean higher power bills","https://www.clarionledger.com/story/opinion/2025/12/23/mississippis-proving-data-centers-dont-always-mean-higher-power-bills/87847624007/",{"id":238,"title":239,"source":240,"logo":5,"time":69},138252,"China Galaxy Securities: Power shortage in North America is evident; optimistic about AIDC energy storage and transformers.","https://news.futunn.com/en/post/66545782/china-galaxy-securities-power-shortage-in-north-america-is-evident","#1f21d7ff","#1f21d74d",1766741351104]