黑石总裁JonGray：对AI基础设施赛道信心十足算力需求远超供给

【黑石总裁JonGray：对AI基础设施赛道信心十足算力需求远超供给】金色财经报道，11月3日，黑石总裁兼首席运营官JonGray在香港出席国际金融领袖投资峰会时称，黑石所投企业过去一年AI模型相关支出大增20倍，驱动企业持续加码AI的核心原因，是内容创作、客户交互、代码编写等AI应用已经落地并产生实实在在的财务收益。JonGray表示，他对AI基础设施赛道信心充足，底层逻辑来自基础供需规律，当前算力需求十分旺盛。他对比90年代末电信热潮指出，当年行业模式是先搭建供给、等待需求跟进；而当下AI市场完全反过来，需求大幅跑赢供给，这令他对AI发展别具信心。(2026-11-03 15:39:41)

排名	#	交易平台	24H成交额	成交涨跌幅	活跃度
1	OKX 欧易OKX	$182.16亿	-11.42%	86.7%	86.7%
2	HTX 火币huobi	$26.10亿	0.45%	68.6%	68.6%
3	Binance 币安网	$392.80亿	-8.33%	85.4%	85.4%
4	Coinbase Coinbase	$9.23亿	-14.85%	69.3%	69.3%
5	Bybit Bybit	$109.21亿	-6.75%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.40亿	-8.54%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.01亿	18.72%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.56亿	-8.6%	68.4%	68.4%
9	Upbit Upbit	$2.74亿	-21.01%	56.9%	56.9%
10	Bitget Bitget	$70.90亿	0.51%	71.1%	71.1%
11	Deribit Deribit	$4.49亿	5.28%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$3,081.61万	-18.32%	59.5%	59.5%
13	BiKing 币王	$213.03亿	-0.43%	31%	31%
14	MEXC MEXC	$109.03亿	1.26%	76.2%	76.2%
15	Bithumb Bithumb	$1.44亿	-9.36%	66.9%	66.9%
16	gate.io 大门	$106.91亿	-12.28%	55.2%	55.2%
17	BitTap 币泰	$11.50亿	-6.46%	26%	26%
18	Hyperliquid Hyperliquid	$15.80亿	26.53%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.09亿	-10.49%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,693.66万	-20.64%	58.2%	58.2%

排名	#	币种	最新价	24H最高	24H最低	24H量	流通市值	24H涨跌幅
1	BTC 比特币	$ 76797.1	$7.83万	$7.64万	$7.45亿	$1.53兆	-1.8%	-1.8%
2	ETH 以太坊	$ 2262.42	$2,303.93	$2,237.38	$2.98亿	$2,730.59亿	-1.41%	-1.41%
3	XRP 瑞波币	$ 1.2529	$1.26	$1.24	$4,193.23万	$763.23亿	0.02%	0.02%
4	BNB 币安币	$ 695.7	$709.60	$691.70	$1,183.20万	$948.66亿	-1.94%	-1.94%
5	USDC USD Coin	$ 1.00128	$1.00	$1.00	$5,844.96万	$708.05亿	0.02%	0.02%
6	SOL Solana	$ 92.17	$94.95	$90.87	$1.00亿	$522.18亿	-2.55%	-2.55%
7	TRX 波场	$ 0.3223	$0.32	$0.32	$779.82万	$305.28亿	1.92%	1.92%
8	DOGE 狗狗币	$ 0.07408	$0.08	$0.07	$1,691.62万	$124.62亿	-1.81%	-1.81%
9	BCH 比特现金	$ 276.56	$280.29	$272.87	$240.01万	$55.25亿	-0.52%	-0.52%
10	HYPE Hyperliquid	$ 84.09	$86.72	$82.64	$3,052.25万	$285.36亿	-2.78%	-2.78%
11	ADA 艾达币	$ 0.18739	$0.19	$0.19	$401.63万	$67.37亿	-2.05%	-2.05%
12	WBTC Wrapped Bitcoin	$ 76579.4	$7.78万	$7.64万	$2.36万	$98.72亿	-1.62%	-1.62%
13	LEO UNUS SED LEO	$ 9.321	$9.40	$9.32	$224.81	$85.91亿	-0.82%	-0.82%
14	LINK ChainLink	$ 11.13	$11.43	$11.00	$1,543.63万	$75.47亿	-1.6%	-1.6%
15	XLM 恒星币	$ 0.16183	$0.17	$0.16	$460.95万	$52.45亿	-3.64%	-3.64%
16	LTC 莱特币	$ 54.07	$55.34	$53.51	$480.45万	$41.48亿	-2.01%	-2.01%
17	HBAR Hedera Hashgraph	$ 0.06958	$0.07	$0.07	$46.53万	$29.78亿	-2.35%	-2.35%
18	ZEC 大零币	$ 1137.07	$1,277.71	$1,121.06	$3,143.84万	$187.35亿	-9.61%	-9.61%
19	AVAX Avalanche	$ 8.445	$8.65	$8.28	$337.90万	$36.33亿	-1.8%	-1.8%
20	SHIB Shiba Inu	$ 0.00000457	$0.00	$0.00	$24.54万	$26.93亿	-1.67%	-1.67%
21	SUI Sui	$ 0.8692	$0.89	$0.86	$1,065.74万	$32.96亿	-2.53%	-2.53%
22	CRO Cronos	$ 0.05012	$0.05	$0.05	$17.11万	$19.35亿	-1.66%	-1.66%
23	WLFI worldlibertyfinancial-education	$ 0.05092	$0.05	$0.05	$38.46万	$13.61亿	1.96%	1.96%
24	UNI Uniswap	$ 7.101	$7.35	$6.81	$1,264.72万	$45.10亿	-1.81%	-1.81%
25	DOT 波卡币	$ 0.9352	$0.96	$0.93	$60.92万	$15.46亿	-1.91%	-1.91%
26	MNT Mantle	$ 0.471	$0.48	$0.47	$37.34万	$15.32亿	-0.29%	-0.29%
27	PAXG PAX Gold	$ 3910.32	$3,974.68	$3,905.00	$226.80万	$14.89亿	-0.08%	-0.08%
28	ASTER Aster	$ 0.6963	$0.70	$0.69	$139.26万	$17.38亿	-0.44%	-0.44%
29	AAVE Aave	$ 128.22	$132.99	$123.89	$985.08万	$19.63亿	-2.95%	-2.95%
30	HTX HTX	$ 0.0000015607	$0.00	$0.00	$4,139.26	$15.61亿	1.29%	1.29%
31	TAO Bittensor	$ 221.95	$231.45	$220.03	$170.50万	$23.45亿	-3.69%	-3.69%
32	OKB OK币	$ 107.93	$113.06	$107.20	$44.82万	$22.67亿	-4.52%	-4.52%
33	PEPE Pepe	$ 0.000004706	$0.00	$0.00	$1,123.45万	$19.80亿	-3.48%	-3.48%
34	ETC 以太经典	$ 6.966	$7.08	$6.89	$19.82万	$10.80亿	-1.3%	-1.3%
35	NEAR NEAR Protocol	$ 3.799	$4.16	$3.75	$4,022.28万	$48.80亿	-8.05%	-8.05%
36	ICP Internet Computer(Dfinity)	$ 2.462	$2.54	$2.41	$49.30万	$13.45亿	-2.3%	-2.3%
37	PI Pi Network	$ 0.07601	$0.08	$0.08	$50.67万	$6.37亿	-2.27%	-2.27%
38	WLD Worldcoin	$ 0.3685	$0.39	$0.36	$890.56万	$9.97亿	-4.5%	-4.5%
39	ATOM 阿童木	$ 1.419	$1.47	$1.40	$66.68万	$6.91亿	-2.94%	-2.94%
40	FDUSD First Digital USD	$ 0.9974	$1.00	$1.00	$54.85万	$9.81亿	-0.03%	-0.03%
41	ENA Ethena	$ 0.1695	$0.18	$0.17	$767.20万	$13.49亿	-5.9%	-5.9%
42	USDD USDD	$ 0.9999	$1.00	$0.99	$4.69万	$8.55亿	0.19%	0.19%
43	KAS Kaspa	$ 0.03147	$0.03	$0.03	$75.30万	$8.53亿	-3.46%	-3.46%
44	QNT Quant	$ 195.36	$205.92	$189.42	$85.05万	$23.59亿	-1.18%	-1.18%
45	ALGO Algorand	$ 0.09116	$0.09	$0.09	$9.21万	$8.06亿	-2.2%	-2.2%
46	FLR Flare	$ 0.005973	$0.01	$0.01	$4.08万	$4.94亿	-1.72%	-1.72%
47	XDC XDC Network	$ 0.03121	$0.03	$0.03	$31.44万	$5.96亿	-0.06%	-0.06%
48	APT Aptos	$ 0.6132	$0.64	$0.61	$28.31万	$4.61亿	-2.26%	-2.26%

黑石总裁JonGray：对AI基础设施赛道信心十足 算力需求远超供给

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黑石总裁JonGray：对AI基础设施赛道信心十足算力需求远超供给