<p><strong>英伟达</strong>(NVDA 1.04%)、<strong>微软</strong>(MSFT -0.43%)、<strong>黑石</strong>(BLK -2.28%) 和 xAI 在周三再次表示对人工智能（AI）基础设施行业的强劲支持。这四家公司已组成一个财团，将以 400 亿美元的交易收购 Aligned Data Centers。</p>
<p>英伟达和微软是人工智能基础设施合作伙伴关系（AIP）财团的成员，该财团已开始收购 Aligned。黑石帮助组织了该财团，其全球基础设施合作伙伴部门是此次收购的独立参与者。总部位于阿布扎比的 MGX 也是此次收购的参与者。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzgwNDIvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi1jb3B5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzgwNDIvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi1jb3B5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>对投资者来说，最新的人工智能基础设施重大投资意味着什么？</h2>
<p>以 400 亿美元收购 Aligned Data Centers 的交易表明，人工智能基础设施的投资在短期内将保持强劲。尽管在近年来大幅上涨后，对人工智能领域公司估值提出了一些合理的担忧，但领先的科技公司和政府仍有很大可能继续在数据中心基础设施上进行大量投资，以支持人工智能和其他关键技术领域的进步。</p>
<p>周四的股市最初因对人工智能的乐观情绪而出现上涨，但早期的积极势头被抹去，市场整体出现大幅抛售。地区银行的结构性金融问题以及与中国的贸易动态持续不确定性引发了当天的估值回调。</p>
<p>尽管宏观经济趋势可能继续造成波动，导致许多依赖增长的科技公司出现下行波动，但人工智能市场的顶尖玩家仍然为长期投资者提供了一些最佳的增长机会。</p>
<p>人工智能革命为许多科技公司带来了巨大的收益，而英伟达和微软则是这一趋势中最大的受益者之一。英伟达提供了关键的图形处理单元（GPU）硬件，使得 AI 应用的训练和运行成为可能。同时，微软也在大力押注人工智能的崛起，并且是英伟达最大的客户之一。这家软件巨头还从其 Azure 云基础设施服务和其他多个业务领域的人工智能集成中受益。</p>
<p>即使在最近的市场波动中，暴露于人工智能趋势的高知名度公司的估值仍然高度依赖于增长。考虑到当前存在的多种宏观经济和地缘政治风险因素，以及人工智能市场增长可能出现意外波动的可能性，投资者在选择支持的人工智能项目时应保持选择性。在这一领域，英伟达和微软继续被视为强有力的投资候选者，因为人工智能基础设施支出仍然很高。</p>

英伟达

微软

<p>英伟达、微软、黑岩集团和 xAI 已组成财团，以 400 亿美元收购 Aligned Data Centers，这表明对人工智能基础设施的强劲投资。尽管对估值和市场波动的担忧依然存在，领先的科技公司预计将继续在人工智能领域进行大量投资。英伟达和微软因其在人工智能硬件和软件中的重要角色而被视为顶级投资候选者。投资者在宏观经济不确定性中被建议在人工智能投资中保持选择性，但人工智能的长期增长潜力依然令人期待</p>

<p><strong>Nvidia</strong>(NVDA 1.04%), <strong>Microsoft</strong>(MSFT -0.43%), <strong>BlackRock</strong>(BLK -2.28%), and xAI signaled another strong round of support for growth in the artificial intelligence (AI) infrastructure industry on Wednesday. The four companies have entered into a consortium that will be purchasing Aligned Data Centers in a $40 billion deal.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 1.04%)、<strong>微软</strong>(MSFT -0.43%)、<strong>黑石</strong>(BLK -2.28%) 和 xAI 在周三再次表示对人工智能（AI）基础设施行业的强劲支持。这四家公司已组成一个财团，将以 400 亿美元的交易收购 Aligned Data Centers。</p>
</div><p>Nvidia and Microsoft are members of the Artificial Intelligence Infrastructure Partnership (AIP) consortium that has moved to purchase Aligned. BlackRock helped organize the consortium, and its Global Infrastructure Partners division is a separate participant in the purchase. Abu Dhabi-based MGX is also a player in the acquisition.</p>
<div class="lb-trans"><p>英伟达和微软是人工智能基础设施合作伙伴关系（AIP）财团的成员，该财团已开始收购 Aligned。黑石帮助组织了该财团，其全球基础设施合作伙伴部门是此次收购的独立参与者。总部位于阿布扎比的 MGX 也是此次收购的参与者。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzgwNDIvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi1jb3B5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F838042%2Fgettyimages-1473086836-copy.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>What does the latest big bet on AI infrastructure mean for investors?</h2>
<div class="lb-trans"><h2>对投资者来说，最新的人工智能基础设施重大投资意味着什么？</h2>
</div><p>The $40 billion deal to buy Aligned Data Centers signals that investment in artificial intelligence infrastructure is poised to remain strong in the near term. While some reasonable concerns have been raised about valuations for companies in the AI space on the heels of big gains in recent years, there's a good chance that leading tech companies and governments will continue to make heavy investments in data center infrastructure to support advancements in artificial intelligence and other crucial technology categories.</p>
<div class="lb-trans"><p>以 400 亿美元收购 Aligned Data Centers 的交易表明，人工智能基础设施的投资在短期内将保持强劲。尽管在近年来大幅上涨后，对人工智能领域公司估值提出了一些合理的担忧，但领先的科技公司和政府仍有很大可能继续在数据中心基础设施上进行大量投资，以支持人工智能和其他关键技术领域的进步。</p>
</div><p>The stock market initially saw gains in Thursday's trading that was partially connected to AI optimism, but early positive momentum was erased and gave way to big sell-offs for the broader market. Concerns about structural financial problems posed by weaknesses in regional banks and ongoing uncertainty regarding trade dynamics with China factored into the day's valuation pullbacks.</p>
<div class="lb-trans"><p>周四的股市最初因对人工智能的乐观情绪而出现上涨，但早期的积极势头被抹去，市场整体出现大幅抛售。地区银行的结构性金融问题以及与中国的贸易动态持续不确定性引发了当天的估值回调。</p>
</div><p>While macroeconomic trends could continue to create volatility that leads to downward swings for many growth-dependent players in the tech sector, top players in the AI market continue to present some of the best opportunities for growth-oriented investors over the long term.</p>
<div class="lb-trans"><p>尽管宏观经济趋势可能继续造成波动，导致许多依赖增长的科技公司出现下行波动，但人工智能市场的顶尖玩家仍然为长期投资者提供了一些最佳的增长机会。</p>
</div><p>The AI revolution has powered big gains for many tech companies, and Nvidia and Microsoft stand among the trend's biggest beneficiaries. Nvidia provides the key graphics processing unit (GPU) hardware that enables the training and running of AI applications. Meanwhile, Microsoft is also betting big on the rise of AI and stands as one of Nvidia's largest customers. The software giant is also benefiting from the growth of AI software across its Azure cloud infrastructure service and artificial intelligence integration across many other areas of its business.</p>
<div class="lb-trans"><p>人工智能革命为许多科技公司带来了巨大的收益，而英伟达和微软则是这一趋势中最大的受益者之一。英伟达提供了关键的图形处理单元（GPU）硬件，使得 AI 应用的训练和运行成为可能。同时，微软也在大力押注人工智能的崛起，并且是英伟达最大的客户之一。这家软件巨头还从其 Azure 云基础设施服务和其他多个业务领域的人工智能集成中受益。</p>
</div><p>Even amid recent market volatility, valuations for high-profile companies with exposure to AI trends remain highly growth-dependent. Given the range of macroeconomic and geopolitical risk factors on the table right now and the likelihood that growth for the AI market will see unexpected twists and turns, investors should remain selective in the artificial intelligence plays they back. Within the space, Nvidia and Microsoft continue to look like strong investment candidates as AI infrastructure spending remains high.</p>
<div class="lb-trans"><p>即使在最近的市场波动中，暴露于人工智能趋势的高知名度公司的估值仍然高度依赖于增长。考虑到当前存在的多种宏观经济和地缘政治风险因素，以及人工智能市场增长可能出现意外波动的可能性，投资者在选择支持的人工智能项目时应保持选择性。在这一领域，英伟达和微软继续被视为强有力的投资候选者，因为人工智能基础设施支出仍然很高。</p>
</div>

Nvidia, Microsoft, and BlackRock Just Made a $40 Billion Bet on AI Infrastructure. Here's What It Means for Investors.

- Nvidia、Microsoft、BlackRock 和 xAI 组成财团以 400 亿美元收购 Aligned Data Centers。  
- 此交易表明人工智能基础设施投资在短期内将保持强劲。  
- 尽管市场波动，Nvidia 和 Microsoft 仍是人工智能领域的强劲投资选择。

英伟达、微软和贝莱德刚刚在人工智能基础设施上进行了 400 亿美元的投资。这对投资者意味着什么