谈谈GPU云的经营风险和流动性管理

华尔街见闻
Jul 05, 2025

最近SemiAnalysis有一篇文章《How Oracle Is Winning the AI Compute Market》[1], 里面的一些经营相关的分析还不是那么专业, 特别是缺少一些对经营风险的分析以及算力资源流动性管理的内容. 今天以一个非技术的金融狗视角, 再来谈谈这个问题. 作者除了常年在云计算设施中负责技术相关的工作外, 当过量化交易基金经理学过FRM, 常年对金融资产的流动性...

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