@tinyfool: If AI is booming and memory prices are skyrocketing, people should invest in Micron and Samsung, not to mention Nvidia. But can you think of another field that's also heating up? Did you know that AI giants are scrambling for a large-scale device worth hundreds of millions of dollars? What do you guess it is?
Summary
Discussing the trend where the AI boom has caused memory prices to surge, and AI giants are competing for large-scale equipment worth hundreds of millions of dollars (such as supercomputers).
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This post sorts out listed companies mentioned at the NVIDIA GTC conference in areas such as AI computing cloud (e.g., $CRWV, $NBIS, $IREN), AI factory software platform ($IBM), AI data center design and construction ($CDNS, $J), power distribution and liquid cooling temperature control ($VRT, $ETN, $GEV), and AI data center infrastructure ($EQIX, $DLR) as investment references.
@LuBtc888: 10 years ago, Justin Sun told everyone to pay attention to Nvidia. Later, Nvidia increased more than 200 times. Last year, he said: 'Short-term chip shortage, long-term energy shortage, always storage shortage.' As a result, the storage track also increased dozens of times. Recently, he also said: 'The dividend of virtual AI is almost over. The real main line in the next three years is physical AI!' Most importantly, he is not...
Justin Sun recently stated that the dividend of virtual AI is coming to an end, and the main line for the next three years is physical AI, and he has invested $1 billion. His past predictions (Nvidia, storage track) have all seen huge gains.
Not sure if this was posted. But I think it's highly relevant to us.
The AI data center boom has caused memory and GPU prices to skyrocket and component shortages, while consumer PC industry sales have plummeted over 70%. Industry experts believe PC ownership is being replaced by a cloud rental model.
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@lifesinger: 听闻字节全面收缩在 AI 应用层的投入，应用层聚焦到豆包，硬件层押注 PICO+ AI 硬件。 原因是：烧不起，以 2025 年的投入去烧 AI 应用，字节现金流撑不过 2027 年。 巧合的是，最近还听闻有几家 ARR 过亿美元的 AI…
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