国泰海通：谷歌TurboQuant压缩技术不改存储短缺现状长协和扩产是主要趋势

智通财经网04-02

智通财经APP获悉，国泰海通发布研报称，存储是强周期行业，从历史看景气周期常维持3-4年，这也是近期全球原厂积极签订长协的原因。谷歌TurboQuant内存压缩技术扰动市场，中短期内依然不改存储短缺的产业趋势，一是目前原厂产能几近订满，尤其是服务器方面，二是谷歌算法仅针对推理环节且为实验室数据，即便实现也并不意味着需求的收缩，反而因推理成本下降可能打开更大的市场空间。国泰海通主要观点如下：存储：...

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国泰海通：谷歌TurboQuant压缩技术不改存储短缺现状 长协和扩产是主要趋势

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国泰海通：谷歌TurboQuant压缩技术不改存储短缺现状长协和扩产是主要趋势