AI基建真正瓶颈不是GPU
资深分析师抛出反直觉判断，戳破AI十年需求能见度的谎言，指出AI基建真正卡脖子的是存储、电网、ABF载板等被忽视的环节，同时拆解存储周期、算力供需、光通信路线等核心逻辑，给出务实的AI基建投资参考。
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.
资深分析师抛出反直觉判断，戳破AI十年需求能见度的谎言，指出AI基建真正卡脖子的是存储、电网、ABF载板等被忽视的环节，同时拆解存储周期、算力供需、光通信路线等核心逻辑，给出务实的AI基建投资参考。
The skinny isn't ready yet — notes appear once the transcript is processed.