注册并分享邀请链接,可获得视频播放与邀请奖励。

Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
加入 April 2024
336 正在关注    46.3K 粉丝
The CPU-to-GPU ratio rumors are moving markets Agents are changing the game Muse is already the most successful agent product Retail is now adopting agents after enterprise. The long-tail adoption is happening before our eyes $AMD and $INTC have gold in their hands
显示更多
0
3
149
7
转发到社区