随着客户削减AI硬件预算,AI泡沬似乎将破裂,英伟达将首当其冲?摩根士丹利分析师Joseph Moore认为,这种说法非常可笑。所谓我们正位于AI消化期的想法很可笑,毕竟显然需要更多的推理芯片,那将驱动一波非常强劲的需求。推理需求爆炸,我们认为应会持久。投资人最近不见得是看空股价,只是对AI硬件库存消化的展望感到不安。所谓AI泡沫,只是通过各种说法表达对数据中心长期租约可能减缓的担忧,但这不足为虑...
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