美股:GPU 是大脑,存储是记忆,闪迪(SanDisk)与美光( Micron)如何解决 AI 运算,谁更具潜力

港美财观
Feb 12

大家好啊~今天继续跟讲讲存储相关的公司闪迪(SanDisk)与美光( Micron)。我们先解一下,AI的工作流程分为简单三步:读资料--->计算---->记录,不断循环操作。像英伟达GPU主要负责算力,相当人的大脑,读资料与记录则需要存储,可以理解为人的记忆(注:存储分为内存(DRAM)与闪存(NAND )两种)。AI运算既需要海量数据,又要求极高的速度,但现实中这两者往往存在矛盾,就像赛马一样...

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