摩根大通：AI资本支出上调至5.5万亿美元，预计Broadcom 2027年AI收入将超过1500亿美元

2026-06-21 10:12

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ChainThink 消息，6 月 21 日，据摩根大通研究报告，其将 2030 年前 AI 总资本支出预测由 5.1 万亿美元上调至 5.5 万亿美元，并将配套债务融资规模上调至 4.1 万亿美元。

报告认为，AI 需求快速增长与算力持续短缺正共同推动支出加速。报告称，谷歌单月 AI token 处理量已达 3.2 万万亿次，微软、Uber 等企业曾在年内数月内耗尽全年 AI 预算。

摩根大通预计，谷歌、亚马逊、微软和 Meta 2026 年资本支出合计约为 7000 亿至 7250 亿美元，同比增长约 75%，2027 年或突破 1.1 万亿美元。

芯片侧，摩根大通预计 Broadcom 2027 年 AI 相关收入将超过 1500 亿美元，涵盖 ASIC/XPU 及 AI 网络业务；

其管理层已披露 2027 年订单积压超过 1000 亿美元。

融资方面，五大超算公司年初至今已完成约 2400 亿美元外部融资，预计未来五年 AI 相关高评级债券发行规模将达 2.1 万亿美元。

此外，摩根大通将数据中心容量增长预测由 122GW 上调至 138GW，并指出电力仍是当前最关键的瓶颈之一。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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