104741793 :
AI泡沫应该还没到，不过马来西亚的AI资料中心就是盖了房地产和买了伺服器出租给这些科技/网上交易平台企业, 收收租金而已，至于是否能不能出租，只能自求多福了。Most of the US high tech companies such as AWS Meta Microsoft aren't renting DC but are building their own DC including buildings. If I'm not wrong the gross profit of Nvidia is almost 80% & that of TSMC is above 60%.
102293135 : Rumors of an AI bubble are serious
104741793 : AI泡沫应该还没到，不过马来西亚的AI资料中心就是盖了房地产和买了伺服器出租给这些科技/网上交易平台企业, 收收租金而已，至于是否能不能出租，只能自求多福了。Most of the US high tech companies such as AWS Meta Microsoft aren't renting DC but are building their own DC including buildings. If I'm not wrong the gross profit of Nvidia is almost 80% & that of TSMC is above 60%.