@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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Goldman Sachs released a report stating that China's AI data center investment will reach 2 trillion RMB in the next five years, but domestic chips are actually more expensive in terms of computing power cost than imported ones, with a significant gap between Huawei and Nvidia, and the China-US AI computing power battle is just beginning.
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.