2026年美股第一个交易日,存储巨头美光科技(MU.US)的股价又创下了历史新高。这画面,从2024年底开始,似乎就成了常态。市场已经达成共识:2025-2026年,就是存储行业的“大牛年”。驱动这股浪潮的核心引擎,毫无疑问是AI。大模型训练与推理对算力的渴求是无穷无尽的,直接导致AI服务器的内存配置“军备竞赛”。现在一台主流AI服务器,动辄需要插上20多根DDR5内存条,是传统服务器的两倍。这股...
Source Link2026年美股第一个交易日,存储巨头美光科技(MU.US)的股价又创下了历史新高。这画面,从2024年底开始,似乎就成了常态。市场已经达成共识:2025-2026年,就是存储行业的“大牛年”。驱动这股浪潮的核心引擎,毫无疑问是AI。大模型训练与推理对算力的渴求是无穷无尽的,直接导致AI服务器的内存配置“军备竞赛”。现在一台主流AI服务器,动辄需要插上20多根DDR5内存条,是传统服务器的两倍。这股...
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