美银全球研究部美国半导体资本设备分析师Chris Oberoi表示,基础设施周期通常较长期。而AI周期从2022年底ChatGPT掀起热潮开始,2025年底仅是第三年,远未见底,预计可能持续十年。今年龙头超大型企业在AI基础设施上的支出每天超过10亿美元,全年预计超过4,000亿美元。他提到,大规模企业因担心被OpenAI等新兴力量颠覆,持续投入AI以保持竞争力。AI供应链极其复杂。随着未来几年,...
Source Link美银全球研究部美国半导体资本设备分析师Chris Oberoi表示,基础设施周期通常较长期。而AI周期从2022年底ChatGPT掀起热潮开始,2025年底仅是第三年,远未见底,预计可能持续十年。今年龙头超大型企业在AI基础设施上的支出每天超过10亿美元,全年预计超过4,000亿美元。他提到,大规模企业因担心被OpenAI等新兴力量颠覆,持续投入AI以保持竞争力。AI供应链极其复杂。随着未来几年,...
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