【Muse催热AI基建之际,投资者聚焦美光(MU.US)业绩! 千亿美元长约将为AI算力狂热添把火?】智通财经APP获悉,随着Meta Muse与OpenAI
Astra推动全球范围AI应用向持续执行、多步骤协作的智能体工作流扩张,全球AI算力需求预期迎来新一轮井喷式扩张狂潮,这也是近日全球股票市场将AI智能体应用超预期加速普及,转化为SK海力士、三星、美光、英伟达以及AMD、台积电等等一众AI算力产业链领军者以及算力核心供应商增长预期的重要逻辑。
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