The opportunity in the first half of AI is computing power; the opportunity in the second half is connectivity.


In terms of connectivity, the scenarios are expressed through three core directions: Scale up, Scale out, and Scale cross.
They represent connection scenarios between a single cabinet, multiple cabinets, and cross-region cabinets, with all investment directions in connectivity evolving around these three areas.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned