受“AI减速论”影响,美股多只半导体股9月14日股价走弱,随后两日部分与AI基础设施相关的芯片股股价有所反弹。虽然对AI安全的顾虑仍在,数据中心建设仍在继续。 “可能三个月前(AI数据中心)客户提出的需求是一个数字,三个月后提出的需求是另一个数字。”英飞凌科技全球高级副总裁及大中华区总裁潘大伟向第一财经记者表示,OEM(原始设备制造商)、CSP(云服务提供商)需求短时间内快速攀升。 据他了解,...
Source Link受“AI减速论”影响,美股多只半导体股9月14日股价走弱,随后两日部分与AI基础设施相关的芯片股股价有所反弹。虽然对AI安全的顾虑仍在,数据中心建设仍在继续。 “可能三个月前(AI数据中心)客户提出的需求是一个数字,三个月后提出的需求是另一个数字。”英飞凌科技全球高级副总裁及大中华区总裁潘大伟向第一财经记者表示,OEM(原始设备制造商)、CSP(云服务提供商)需求短时间内快速攀升。 据他了解,...
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