巨头财报交叉验证算力需求（热点洞察0730）
康宁验证了光通信需求在爆发，微软验证了云侧AI需求在加速且扩散，谷歌验证了算力供给仍然跟不上需求
前往小宇宙评论区与主播互动
The skinny
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康宁验证了光通信需求在爆发，微软验证了云侧AI需求在加速且扩散，谷歌验证了算力供给仍然跟不上需求
前往小宇宙评论区与主播互动
The skinny isn't ready yet — notes appear once the transcript is processed.