flyingwhale-飞鲸投资笔记
@flyingwhale919
A retail investor focused on semiconductors /technology.
Interested in industry trends/company fundamentals.
Sharing research/insights/market observations
加入 March 2022
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AI基建的新特点：CPU集群建设开始发力--Anthropic 与Akamai签署合作协议有感
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