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2026-09-15

AI 放缓,卡在供需凭据上?

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine
9 月 14 日:Serenity 把存储涨价、三星长约与既有模型的算力需求放进同一本账。这期重点是把作者判断、CEO 表态和公司字段分开记。12345

References

  1. 1
    Serenity:前沿 AI 放缓与供给约束

    x.com

  2. 2
    Serenity:三星内存 LTA 与估值讨论

    x.com

  3. 3
    Serenity:NOR/SLC NAND 涨价与 ESMT 映射

    x.com

  4. 4
    Serenity:引用 IREN CEO 的既有模型部署需求观点

    x.com

  5. 5
    Daniel Roberts:既有模型部署与算力需求

    x.com

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine

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