从Meta云化到英伟达“算力分成”,乐观派看到的是“AI算力即资本”周期

智通财经
Jul 03
【从Meta云化到英伟达“算力分成”,乐观派看到的是“AI算力即资本”周期】智通财经APP获悉,就在有消息显示Facebook母公司Meta准备出售闲置AI算力的消息引发AI算力供给过剩担忧,重创AI算力投资主题导致与AI算力基建相关联的全球科技股单日集体暴跌之际,“AI芯片超级霸主”——即全球最高市值公司英伟达(NVDA.US)周四表示,该公司正在与市场规模快速扩张的那些AI初创企业达成营收分成协议,此举将使这些AI初创客户们以未来利润的一部分来换取获得庞大的英伟达AI GPU算力集群的重大机遇。

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