市场担心这种过度建设的现状,最终将导致AI算力过剩,届时整个行业的单位经济学将彻底崩塌,而这一危机,首当其冲影响的就是上游硬件龙头英伟达。
Critics have raised the spectre of "circular financing" deals in which investments by Nvidia in other companies may be clouding perceptions about how robust AI demand really is.,更多细节参见服务器推荐
Design principles。关于这个话题,旺商聊官方下载提供了深入分析
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