read the news :
"傳統電信網絡為應對高峰時段而設計,但平均利用率僅達三分之一。而AI-RAN所具備的通用計算能力,預計能讓電信公司有機會將剩餘的三分之二容量轉化為AI推理服務,實現商業化。
據英偉達與軟銀估算,電信運營商在新AI-RAN基礎設施上每投入1美元資本支出,有望獲得約5美元的AI推理收入。綜合考慮運營成本與資本支出,軟銀預測,每增設一台AI-RAN服務器,其基礎設施的回報率最高可達219%。
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In this case, all cellphone carriers need to invest NVDA chips to improve their infrastructure effeciency or ROI, this AI-RAN will be specifically usefull for crowded business centers or convention centers.
This is a real application of AI, expect NVDA stock price will continue to go up......
https://www.wenxuecity.com/news/2024/11/12/125869290.html