The Market Ear:中国电力产能是美国10倍,NVIDIA 毛利率75%——把点连起来
RT The Market Ear: China builds 10x more power capacity. Nvidia has 75% margins. Connect the dots. https://www.zerohedge.com/the-market-ear/nvidias-75...
AI 导读
ZeroHedge 转发 The Market Ear 的观点:中国建设的电力产能是(对比对象)的 10 倍,而 NVIDIA 拥有 75% 的毛利率。文章暗示将这两点联系起来,指向电力与 AI 算力之间的竞争关系。
来源:@zerohedge · x.com