繞彎子,嚇唬市場,卻沒有任何實際行動。我猜預測市場會對這個感到高興。
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![FIGURE 3. For Every $100 of AI Lab Revenue, $35-$40 Flows to the Hyperscalers in]()
![Exhibit 1: US hyperscalers'rising capex is weighing on free cash flow Hyperscale]()
![Trade US stocks with just $1 Fractional shares make it easy]()

精選巴克萊:為何超大規模企業是防禦性增長
A report has been widely circulated over the weekend: a significant portion of the revenue cloud providers earn from AI is unrelated to GPUs.You can think of AI model companies as stores located withi...
Which hyperscaler do you prefer?
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