AI列车继续前行，资本开支、算力与采用率激增 (XT:NASDAQ)
· seekingalpha.com
德意志银行详述AI资本开支热潮：超大规模云服务商支出、算力与电力需求激增，以及Token成本下降。
The artificial-intelligence investment cycle continues to gather momentum, with rapidly rising capital spending, expanding computing demand, and falling token c...