Consider the energy crunch: Global data-center power demand will more than double by 2030, per the International Energy Agency, forcing upgrades to grids, water systems, and connectivity. China’s state grids are embarking on a 5 trillion yuan ($722 billion) expansion explicitly for AI and data centers that is equivalent to 4% of GDP, according to Moody’s. The Qatar Investment Authority has announced a project worth $20 billion (9% of the nation’s GDP), to develop AI data centers and computing infrastructure. And in Korea, despite AI-related spending only accounting for 0.4% of GDP, the country’s recently established sovereign wealth fund is almost exclusively targeted at high-tech industries including AI and chips, while planning to deploy a war chest worth 5.7% of GDP over the next five years.
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而且中国人的储蓄观念强，消费讲究“值不值”。邮轮在欧美是“一价全包”的省心，但在中国游客看来，付了房费只是基础，船上喝杯酒要钱，吃个特色餐厅要钱，服务费还要另算。乘以汇率7之后，总感觉在不停地被“割韭菜”。