《CSCO Still Has Niche in AI Trade: Kim Forrest Sees Data & Data Centers as Moat》
NVDA被视为优秀之选而备受推崇；由于产能不足以满足AI需求，芯片价格仍维持高位。
我依然看好英伟达，它们始终是一个很好的选择。所有这些公司仍然需求旺盛，而且看起来在可预见的未来，更高价位的处理器已经供不应求，这取决于你在多大程度上相信人工智能的发展会改变终端产品。
它们是否有能力满足人工智能的需求？我对此表示怀疑。我认为这些芯片的价格在可预见的未来将维持高位，因为产能跟不上。
I still admire Nvidia; they are always a great choice. All of these companies are still in high demand, and it seems that they have run out of, you know, higher-priced processors in the foreseeable future, and it depends on how much you believe that the development of artificial intelligence will change the end products.
Will they have the capacity to meet the needs of artificial intelligence? I doubt that . I believe that the prices of these chips will remain high in the foreseeable future because production capacity cannot keep up.