《98% of Investors Miss The REAL AI Winners (My Full Map)》
无论哪种AI架构胜出,台积电都能受益,因为它为双方供货;其三分之二的收入来自AI/高性能计算。
这意味着真正的赢家是那些同时为双方供货的公司。台积电(TSM)为双方制造芯片,其目前三分之二的收入来自人工智能和高性能计算。
This means that the real winners are the companies that supply both producers. Taiwan Semiconductor Manufacturing Company (TSM) manufactures chips for both sides, with two-thirds of its revenue now coming from artificial intelligence and high-performance computing.
台积电(TSM)为双方制造芯片,其目前三分之二的收入来自人工智能和高性能计算。
Taiwan Semiconductor Manufacturing Company (TSM) manufactures chips for both sides, with two-thirds of its revenue now coming from artificial intelligence and high- performance computing.