英伟达CEO警告称，由于AI基础设施需求激增，内存短缺将持续多年；这使得美光（MU）和韩国内存制造商（EWY：三星、SK海力士）的营业利润预期看起来不那么离谱了。
英伟达CEO警告称，由于AI基础设施需求激增，内存短缺将持续多年；这使得美光（MU）和韩国内存制造商（EWY：三星、SK海力士）的营业利润预期看起来不那么离谱了。
“Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure. With further announcements tomorrow. $MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore? https://t.co/OvjyrifRtO”原帖：X / @aleabitoreddit ↗