算力供过于求表象下：GPU 涨价令 neocloud 融资更难更贵
At first glance this over demand would read as bullish for neoclouds, but tighter credit or inference margin compression as GPU prices rise, means the...
AI 导读
表面看供过于求对 neocloud 利好，但随着 GPU 价格上涨，信贷收紧与推理利润率压缩会使其自身融资更难、成本更高。Hussein Kanji 预测未来 6 个月内多数 AI 创业公司将买不起算力，全球算力已被售罄。