近日,马斯克在SpaceX 2026年第二季度财报电话会上罕见点评存储市场。他表示,存储供给每年增长约20%,但需求增速高达200%甚至更高,供需严重失衡,价格上涨是经济学基本规律。 据SpaceX财报电话会记录,马斯克在会上就当前AI基础设施的核心瓶颈发表看法: 看看逻辑芯片和存储的产出增速。你必须始终关注限制性因素。当前的限制性因素就是存储。存储产出每年增长约20%。对于任何一个大型成熟...
Source Link近日,马斯克在SpaceX 2026年第二季度财报电话会上罕见点评存储市场。他表示,存储供给每年增长约20%,但需求增速高达200%甚至更高,供需严重失衡,价格上涨是经济学基本规律。 据SpaceX财报电话会记录,马斯克在会上就当前AI基础设施的核心瓶颈发表看法: 看看逻辑芯片和存储的产出增速。你必须始终关注限制性因素。当前的限制性因素就是存储。存储产出每年增长约20%。对于任何一个大型成熟...
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