The Next AI Winners Will Not Be the Ones Selling the Most Chips
中文摘要
下一波AI赢家并非芯片销售商，而是掌控需求、利用率和工作负载路由的企业。
English Summary
Future AI winners won't be chip sellers, but those controlling demand, utilization, and workload routing.
Original Excerpt
The AI hardware boom is real, but the long-term power may sit with companies that control demand, utilization, workload routing, and… Continue reading on Medium »