Leroy Groffier
@LeroyGroffier
the action is the juice
参加 March 2017
778 フォロー中 1.6K ファン
CHINA AI GPU TAM ESTIMATE RAISED 37%: MS getting more bullish on local players Cambricon 688256; Hua Hong 1347; AMEC 688012; NAURA 002371 et. al., estimating recent US policy shifts on AI semis and China response will lead to larger 2030 $91bn TAM. Arms races benefit the suppliers more than the combatants (CSPs).
もっと見る
