2026年可能成为AI推理工作负载超越训练的转折之年。 据追风交易台,美银的Vivek Arya分析师团队发布最新研报称,尽管面临资金、估值和利率波动等担忧,但AI资本开支的持续增长正推动芯片板块强劲表现,而行业焦点正从训练转向能够真正带来投资回报的推理环节。美银表示,到2030年预计1.2万亿美元的AI资本开支中,推理最终可能占据多数份额或达75%。 尽管市场对AI融资、估值和利率波动存在诸多...
Source Link2026年可能成为AI推理工作负载超越训练的转折之年。 据追风交易台,美银的Vivek Arya分析师团队发布最新研报称,尽管面临资金、估值和利率波动等担忧,但AI资本开支的持续增长正推动芯片板块强劲表现,而行业焦点正从训练转向能够真正带来投资回报的推理环节。美银表示,到2030年预计1.2万亿美元的AI资本开支中,推理最终可能占据多数份额或达75%。 尽管市场对AI融资、估值和利率波动存在诸多...
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