For the U.S., the stakes of this transition are uniquely high. As a primary hub for the global AI infrastructure boom, the U.S. is poised to capture a significant portion of the projected $3 trillion in data-center-related investments over the next five years, as projected by Moody’s. However, this leadership comes with a steep entry fee: massive demands on power grids and digital connectivity that require enormous spending before productivity gains ever hit the bottom line.
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以携程为代表的头部平台,其战略重心已清晰地从追求自身GMV(商品交易总额)的线性增长,转向驱动全产业链的价值重塑。