威刚陈立白:现阶段讨论 AI 泡沫言之过早,未来十年最短缺的资源是内存和电力

IT之家
Jul 20

IT之家 7 月 20 日消息,据台媒工商时报消息,威刚董事长陈立白表示,现阶段讨论 AI 泡沫言之过早,“2030 年以后,再来讨论 AI 泡沫究竟会在 2040 年还是 2050 年发生”,目前全球 AI 算力、内存及电力需求,仍远高于市场想象。市场担忧云端服务商算力投资速度快于实际需求,甚至 Meta 开始对外出租部分运算资源。对此陈立白认为,不能因此推论 AI 需求不如预期。未来 AI ...

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