最近上市公司们都开始陆续公布业绩,去年北美各大CSP和NV的业绩一直都在超预期,今年是否还会像去年一样,我们只能拭目以待。在去年10月和11月份,AI Bubble这个词一直在被讨论,各大投行/机构都出了很多报告来表明他们的观点,有的认为是泡沫,有的认为不是。但最近这个话题讨论的人已经很少了,因为大家发现AI芯片并不是无限量的,有三个主要的卡点:台积电的CoWoS产能、Memory产能和电力。这...
Source Link最近上市公司们都开始陆续公布业绩,去年北美各大CSP和NV的业绩一直都在超预期,今年是否还会像去年一样,我们只能拭目以待。在去年10月和11月份,AI Bubble这个词一直在被讨论,各大投行/机构都出了很多报告来表明他们的观点,有的认为是泡沫,有的认为不是。但最近这个话题讨论的人已经很少了,因为大家发现AI芯片并不是无限量的,有三个主要的卡点:台积电的CoWoS产能、Memory产能和电力。这...
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