里昂:中国AI周期进入商业化阶段 腾讯控股(00700.HK)为首选股

智通财经
Sep 28
【里昂:中国AI周期进入商业化阶段 腾讯控股(00700.HK)为首选股】智通财经APP获悉,里昂发布研报称,中国AI发展周期正从技术突破转向可规模化商业回报。在基础设施方面,超级节点正成为万亿参数AI模型的首选架构,规模扩展(scale-up)由单一服务器延伸至机柜级系统,并在AI网络、交换及系统整合领域创造新投资周期。

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