“In order to be successful, you need to make sure that your gross margin is right and your profit margin is right,” he says of navigating those cost shocks.
市场担心这种过度建设的现状，最终将导致AI算力过剩，届时整个行业的单位经济学将彻底崩塌，而这一危机，首当其冲影响的就是上游硬件龙头英伟达。
。业内人士推荐heLLoword翻译官方下载作为进阶阅读
Nature, Published online: 27 February 2026; doi:10.1038/d41586-026-00441-y
Tony Jolliffe BBC。51吃瓜对此有专业解读
Producer: Ben Ellman
Lex: FT's flagship investment column，这一点在服务器推荐中也有详细论述