存储芯片短缺正取代电力供应,成为人工智能基础设施扩张的首要制约因素。OpenAI首席运营官Brad Lightcap周二在华盛顿Hill and Valley Forum上表示,存储芯片短缺与美国能源供应紧张,是当前AI基础设施扩张面临的两大潜在瓶颈。"现在的瓶颈是存储,过去是电力,"他在台上直言。这一表态与SK海力士会长崔泰源此前的判断高度吻合,他预计全球存储芯片短缺将持续至2030年前后,行业...
Source Link存储芯片短缺正取代电力供应,成为人工智能基础设施扩张的首要制约因素。OpenAI首席运营官Brad Lightcap周二在华盛顿Hill and Valley Forum上表示,存储芯片短缺与美国能源供应紧张,是当前AI基础设施扩张面临的两大潜在瓶颈。"现在的瓶颈是存储,过去是电力,"他在台上直言。这一表态与SK海力士会长崔泰源此前的判断高度吻合,他预计全球存储芯片短缺将持续至2030年前后,行业...
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