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	$186.63亿	-11.49%	86.7%	86.7%
2	HTX 火币huobi	$27.05亿	0.44%	68.6%	68.6%
3	Binance 币安网	$411.99亿	-8.22%	85.4%	85.4%
4	Coinbase Coinbase	$9.19亿	-15.44%	69.3%	69.3%
5	Bybit Bybit	$111.32亿	-6.92%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.48亿	-8.11%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.07亿	18.72%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.46亿	-8.77%	68.4%	68.4%
9	Upbit Upbit	$2.85亿	-20.91%	56.9%	56.9%
10	Bitget Bitget	$72.60亿	0.5%	71.1%	71.1%
11	Deribit Deribit	$4.42亿	5.46%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$3,032.48万	-18.75%	59.5%	59.5%
13	BiKing 币王	$218.61亿	-0.43%	31%	31%
14	MEXC MEXC	$113.70亿	1.27%	76.2%	76.2%
15	Bithumb Bithumb	$1.38亿	-9.44%	66.9%	66.9%
16	gate.io 大门	$107.65亿	-12.3%	55.2%	55.2%
17	BitTap 币泰	$11.81亿	-6.38%	26%	26%
18	Hyperliquid Hyperliquid	$16.23亿	27.13%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.10亿	-10.66%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,641.49万	-21.35%	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	$ 76543.6	$7.83万	$7.64万	$7.41亿	$1.53兆	-2.3%	-2.3%
2	ETH 以太坊	$ 2253.66	$2,303.93	$2,237.38	$2.98亿	$2,720.02亿	-2.13%	-2.13%
3	XRP 瑞波币	$ 1.2521	$1.26	$1.24	$4,425.11万	$762.75亿	-0.31%	-0.31%
4	BNB 币安币	$ 692.8	$711.50	$691.70	$1,171.81万	$944.70亿	-2.61%	-2.61%
5	USDC USD Coin	$ 1.00139	$1.00	$1.00	$5,523.91万	$708.13亿	0.03%	0.03%
6	SOL Solana	$ 91.75	$94.95	$90.87	$9,947.77万	$519.80亿	-3.29%	-3.29%
7	TRX 波场	$ 0.3217	$0.32	$0.32	$770.43万	$304.71亿	1.86%	1.86%
8	DOGE 狗狗币	$ 0.07373	$0.08	$0.07	$1,674.60万	$124.03亿	-2.43%	-2.43%
9	BCH 比特现金	$ 275.71	$280.29	$272.87	$238.48万	$55.08亿	-1.1%	-1.1%
10	HYPE Hyperliquid	$ 83.3	$86.86	$82.64	$3,003.62万	$282.68亿	-3.88%	-3.88%
11	ADA 艾达币	$ 0.18633	$0.19	$0.19	$399.36万	$66.99亿	-2.8%	-2.8%
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	$ 11.094	$11.43	$11.00	$1,552.23万	$75.23亿	-2.56%	-2.56%
15	XLM 恒星币	$ 0.16104	$0.17	$0.16	$457.57万	$52.20亿	-4.09%	-4.09%
16	LTC 莱特币	$ 53.77	$55.34	$53.51	$486.54万	$41.25亿	-2.67%	-2.67%
17	HBAR Hedera Hashgraph	$ 0.06921	$0.07	$0.07	$46.65万	$29.62亿	-2.74%	-2.74%
18	ZEC 大零币	$ 1126.85	$1,277.71	$1,121.06	$3,171.36万	$185.66亿	-11.07%	-11.07%
19	AVAX Avalanche	$ 8.376	$8.65	$8.28	$341.85万	$36.04亿	-2.95%	-2.95%
20	SHIB Shiba Inu	$ 0.00000454	$0.00	$0.00	$24.72万	$26.75亿	-2.49%	-2.49%
21	SUI Sui	$ 0.8634	$0.89	$0.86	$1,051.02万	$32.74亿	-3.46%	-3.46%
22	CRO Cronos	$ 0.05013	$0.05	$0.05	$17.16万	$19.35亿	-1.82%	-1.82%
23	WLFI worldlibertyfinancial-education	$ 0.05094	$0.05	$0.05	$37.88万	$13.62亿	1.88%	1.88%
24	UNI Uniswap	$ 7.076	$7.35	$6.81	$1,267.65万	$44.95亿	-2.1%	-2.1%
25	DOT 波卡币	$ 0.9303	$0.96	$0.93	$60.88万	$15.38亿	-2.6%	-2.6%
26	MNT Mantle	$ 0.4691	$0.48	$0.47	$37.33万	$15.26亿	-0.9%	-0.9%
27	PAXG PAX Gold	$ 3907.86	$3,974.68	$3,907.38	$219.26万	$14.88亿	-0.19%	-0.19%
28	ASTER Aster	$ 0.694	$0.70	$0.69	$135.88万	$17.32亿	-0.81%	-0.81%
29	AAVE Aave	$ 127.36	$133.36	$123.89	$986.06万	$19.50亿	-4.49%	-4.49%
30	HTX HTX	$ 0.0000015607	$0.00	$0.00	$4,139.26	$15.61亿	1.29%	1.29%
31	TAO Bittensor	$ 220.69	$231.45	$220.03	$171.02万	$23.32亿	-4.45%	-4.45%
32	OKB OK币	$ 107.84	$113.33	$107.20	$43.07万	$22.65亿	-4.7%	-4.7%
33	PEPE Pepe	$ 0.000004678	$0.00	$0.00	$1,128.57万	$19.68亿	-4.1%	-4.1%
34	ETC 以太经典	$ 6.922	$7.08	$6.89	$19.94万	$10.73亿	-1.98%	-1.98%
35	NEAR NEAR Protocol	$ 3.764	$4.16	$3.75	$3,976.64万	$48.35亿	-9.03%	-9.03%
36	ICP Internet Computer(Dfinity)	$ 2.447	$2.54	$2.41	$49.22万	$13.37亿	-2.62%	-2.62%
37	PI Pi Network	$ 0.07565	$0.08	$0.08	$50.72万	$6.34亿	-2.75%	-2.75%
38	WLD Worldcoin	$ 0.3648	$0.39	$0.36	$888.71万	$9.87亿	-5.51%	-5.51%
39	ATOM 阿童木	$ 1.416	$1.47	$1.40	$51.22万	$6.89亿	-3.34%	-3.34%
40	FDUSD First Digital USD	$ 0.9974	$1.00	$1.00	$46.49万	$9.81亿	-0.02%	-0.02%
41	ENA Ethena	$ 0.16819	$0.18	$0.17	$772.28万	$13.38亿	-6.8%	-6.8%
42	USDD USDD	$ 0.9972	$1.00	$0.99	$4.46万	$8.53亿	-0.08%	-0.08%
43	KAS Kaspa	$ 0.03123	$0.03	$0.03	$74.80万	$8.46亿	-4.08%	-4.08%
44	QNT Quant	$ 194.42	$205.92	$189.42	$84.98万	$23.47亿	-1.73%	-1.73%
45	ALGO Algorand	$ 0.09069	$0.09	$0.09	$9.53万	$8.02亿	-2.73%	-2.73%
46	FLR Flare	$ 0.005981	$0.01	$0.01	$4.03万	$4.94亿	-1.87%	-1.87%
47	XDC XDC Network	$ 0.03083	$0.03	$0.03	$30.45万	$5.88亿	-1.12%	-1.12%
48	APT Aptos	$ 0.6116	$0.64	$0.61	$28.25万	$4.60亿	-2.67%	-2.67%

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