【如需和我们交流可扫码添加进社群】近日,英伟达宣布向 AI 云服务商 Nebius 投资 20 亿美元,这一消息在科技圈与资本市场引发了剧烈震荡。表面上看,这是巨头对新兴势力的扶持,但深层逻辑却指向了 AI 基础设施行业的拐点。在算力需求看似无穷无尽的今天,英伟达的这一步棋,究竟是在巩固其不可撼动的王座,还是在为即将到来的产能过剩提前寻找出口?历史总是押着相同的韵脚,当我们回顾互联网泡沫时期的思科...
Source Link【如需和我们交流可扫码添加进社群】近日,英伟达宣布向 AI 云服务商 Nebius 投资 20 亿美元,这一消息在科技圈与资本市场引发了剧烈震荡。表面上看,这是巨头对新兴势力的扶持,但深层逻辑却指向了 AI 基础设施行业的拐点。在算力需求看似无穷无尽的今天,英伟达的这一步棋,究竟是在巩固其不可撼动的王座,还是在为即将到来的产能过剩提前寻找出口?历史总是押着相同的韵脚,当我们回顾互联网泡沫时期的思科...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.