# 2026年AI资本开支达7650亿美元首超油气

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-08-25 06:41
- AIHOT 分数：46
- AIHOT 链接：https://aihot.virxact.com/items/cmt7tuoer2hynro73l9exl1oy
- 原文链接：https://x.com/rohanpaul_ai/status/2092019551508762696

## AI 摘要

2026年AI资本开支预计达$765B，首次超过油气行业的$681B，到2031年有望接近翻倍。摩根士丹利预计AI向全球经济的扩散将创造$40T机会，而这一机会的关键资源是算力。算力也即将迎来首个期货合约。

## 正文

"In 2026, AI capex reached $765B, passing oil and gas capex at $681B for the first time. By 2031, it is projected to nearly double. Morgan Stanley projects that AI’s diffusion across the global economy creates a $40T opportunity. That opportunity rests on a key resource: compute."

### 引用推文

> Chamath Palihapitiya：AI capex is projected to reach $765B in 2026, passing oil and gas for the first time. Compute is now getting its first futures contract. Here is what has to be ...