看多吧，云厂商202_老虎社区_美港股上老虎

看多吧，云厂商2026年AI资本支出超6000亿美元；Blackwell/Rubin订单能见度超5000亿美元。 @NextGen Digital Ventures

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NathanEsther
·02-24
AI资本支出爆炸，云厂商订单爆棚，冲啊！
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