SpaceX疯狂扩产吞噬算力！2027年GPU紧缺警报再起：法巴银行看CoreWeave(CRWV.US)、Nebius(NBIS.US)、甲骨文(ORCL.US)成最大潜在赢家

智通财经08-06 11:15

【SpaceX疯狂扩产吞噬算力！2027年GPU紧缺警报再起：法巴银行看CoreWeave(CRWV.US)、Nebius(NBIS.US)、甲骨文(ORCL.US)成最大潜在赢家】智通财经APP注意到，法国巴黎银行表示，SpaceX(SPCX.US)管理层围绕人工智能算力扩张和云业务货币化的评论，对整个AI基础设施生态系统具有广泛影响，包括新型云服务商CoreWeave(CRWV.US)和Nebius(NBIS.US)，以及英伟达的大客户微软甲骨文(MSFT.US)和甲骨文甲骨文(ORCL.US)。

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