“去年2月份,阿里公布了三年3800亿元的投资计划,到今年6月季度末已经累计投入了1900亿元。按照我们现在的投资回报周期,AI算力在投入三年之后回本,考虑到AI相关产品毛利率还在提升,未来有望缩短到2.5年甚至2年。” “自研芯片是长期重要的方向,随着未来产能的持续提升,数据中心的自研芯片的比例会持续提升,替代更多的商业化采购的芯片。” “即时零售方面,淘宝闪购的规模和市场份额已有实质性的...
Source Link“去年2月份,阿里公布了三年3800亿元的投资计划,到今年6月季度末已经累计投入了1900亿元。按照我们现在的投资回报周期,AI算力在投入三年之后回本,考虑到AI相关产品毛利率还在提升,未来有望缩短到2.5年甚至2年。” “自研芯片是长期重要的方向,随着未来产能的持续提升,数据中心的自研芯片的比例会持续提升,替代更多的商业化采购的芯片。” “即时零售方面,淘宝闪购的规模和市场份额已有实质性的...
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