从“模糊判断”到“高可信度决策”,我们如何帮助金融客户在AI投资赛道领先一步?

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刚刚结束的Q2财报季,市场已经厌倦了“我们正在大力投入AI”的宏大叙事。现在,每一个投资决策都需要回答一系列尖锐、具体且无法从公开信息中找到答案的问题:关于物理极限: 当电力和冷却成为新的“算力瓶颈”,投资机会是在液冷技术、光模块,还是在更具颠覆性的能源解决方案里?微软、Google的下一代数据中心,究竟在押注哪种技术路线?关于商业模式: AI Agent的“iPhone时刻”何时到来?它的...

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