
SNXXUnderlying Framework of the AI Industry Chain


In-depth Analysis of the AI Storage Expansion Logic: Understanding the Industry's Underlying Dynamics from NVIDIA's Perspective!
🔍 The underlying logic of storage from NVIDIA's perspective If we're not looking from the perspective of an ordinary retail investor, but from the perspective of CEO Jensen Huang, to genuinely operate a company, the real concern isn't necessarily paying a higher procurement premium. Instead, it's that your upstream suppliers' storage prices rise too sharply, ultimately hindering the shipment pace of your own GPUs and slowing down the entire AI industry chain's progress. Currently, AI servers cannot run on GPUs alone...
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