Kereta AI terus melaju seiring lonjakan capex, komputasi, dan adopsi (XT:NASDAQ)
· seekingalpha.com
Deutsche Bank merinci ledakan capex AI: belanja hyperscaler, lonjakan permintaan komputasi dan daya, serta penurunan biaya token.
The artificial-intelligence investment cycle continues to gather momentum, with rapidly rising capital spending, expanding computing demand, and falling token c...