马斯克:存储芯片的需求远超供应速度,价格会继续上涨

澎湃新闻
Aug 07

马斯克认为,存储芯片是AI(人工智能)热潮最大的瓶颈。  近日,在SpaceX上市后的首场财报电话会上,公司创始人埃隆·马斯克(Elon Musk)在谈到AI和存储芯片时表示,目前存储是AI热潮“唯一的限制因素”。  马斯克指出,存储芯片的需求增长速度远远超过了供应增速:“存储芯片的产量每年增长约20%。正常情况下,对于任何庞大且成熟的行业来说,这都是惊人的快速成长。但你可以问问自己,需求是每年只...

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