9月22日,a16z几个合伙人与SemiAnalysis创始人Dylan Patel有个访谈,Dylan Patel发表了一些真知灼见:1、有趣的是,目前华尔街各大投行对“超级云”企业的资本支出预期,其实远低于我的判断。投行的共识预期是:这些公司明年的总资本支出大概在3600亿美元左右。而我自己的估算接近4500到5000亿美元。这个数据是基于我们对数据中心、供应链的研究,还有逐个追踪每一个...
Source Link9月22日,a16z几个合伙人与SemiAnalysis创始人Dylan Patel有个访谈,Dylan Patel发表了一些真知灼见:1、有趣的是,目前华尔街各大投行对“超级云”企业的资本支出预期,其实远低于我的判断。投行的共识预期是:这些公司明年的总资本支出大概在3600亿美元左右。而我自己的估算接近4500到5000亿美元。这个数据是基于我们对数据中心、供应链的研究,还有逐个追踪每一个...
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