In the conference, Jensen mentioned that the digestion will

來源: aloevera 於 2024-11-20 22:28:40 [] [舊帖] [給我悄悄話] 閱讀數 : (462 bytes)
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回答: 半導體周期對他沒影響？ 由 suby 於 2024-11-20 20:29:28

not start until they finish build out at least one trillion dollar of data centers, so the secular concern is not a concern at all. They will finish a couple of trillion of modernizing current data centers which might take 4 years, assuming most companies' IT growth of 20-30% per year. And on top of that, they will have AI factories for the generative AI, which would see huge growth as well. I am not worried at all for next couple of years.

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