瑞银：预计2027年超大规模云服务商资本支出的73%流向存储，约合7613亿美元

瑞银：预计2027年超大规模云服务商资本支出的73%流向存储，约合7613亿美元

2026-08-02 09:27

ChainThink 消息，8 月 2 日，瑞银预计，2027 年全球前 11 家超大规模云服务商总资本支出将达 1.0403 万亿美元，其中存储支出为 7613 亿美元，占比升至 73%。

瑞银称，受 AI GPU 厂商及超大规模云服务商需求增长、存储产品平均售价上涨影响，存储支出正快速增加。

超大规模云服务商总资本支出预计将由 2025 年的 5040 亿美元增至 2026 年的 8739 亿美元，并在 2027 年进一步升至 1.0403 万亿美元。

同期，存储支出预计将由 2025 年的 728 亿美元增至 2026 年的 3357 亿美元、2027 年的 7613 亿美元，2026 年和 2027 年同比增幅分别为 361% 和 127%。

分产品看，HBM 支出预计由 240 亿美元增至 1444 亿美元，DDR 支出由 302 亿美元增至 4489 亿美元，NAND 支出由 187 亿美元增至 1681 亿美元。

瑞银指出，存储厂商需要扩大产能以满足支出和需求增长，但晶圆厂空间、设备交付周期及人力负荷仍是主要瓶颈。

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

Recommended Reading

NVIDIA attracts $85 billion in investor demand during massive bond issuance

06-16
NVIDIA attracts $85 billion in investor demand during massive bond issuance

Ethereum surges over 10% in 24 hours, currently priced at $1,841.31

06-16
Ethereum surges over 10% in 24 hours, currently priced at $1,841.31

Amazon announces a multi-billion dollar investment in Missouri to build a data center campus, expected to create over 400 long-term positions

06-16
Amazon announces a multi-billion dollar investment in Missouri to build a data center campus, expected to create over 400 long-term positions

Binance Platform's SpaceX Perpetual Contract Trading Volume Surpasses $9 Billion, Capturing Over 60% Market Share

06-16
Binance Platform's SpaceX Perpetual Contract Trading Volume Surpasses $9 Billion, Capturing Over 60% Market Share

Binance platform XLM/USDT short-term spike down to $0.17, now recovered to $0.225

06-16
Binance platform XLM/USDT short-term spike down to $0.17, now recovered to $0.225

Trump: The Strait of Hormuz has been fully reopened as of Friday, and all agreements have been signed

06-16
Trump: The Strait of Hormuz has been fully reopened as of Friday, and all agreements have been signed

SlowMist: Aztec Connect Contract Hacked for $2.19 Million Due to ZK-Rollup L1/L2 State Boundary Vulnerability

06-15
SlowMist: Aztec Connect Contract Hacked for $2.19 Million Due to ZK-Rollup L1/L2 State Boundary Vulnerability