<div id="readability-page-1"><div><div><p>It took the market 3 years to do the math on the insatiable AI capex black hole, and specifically that it will require at least$5 trillion in funding over the next five yearsto prevent China from winning the AI war, a realization which came perilously close to bursting the AI bubble.</p></div></div></div>

英伟达

<p>市场花了三年时间来计算这个无法满足的人工智能资本支出黑洞，特别是它将在未来五年内需要至少 5 万亿美元的资金，以防止中国赢得人工智能战争，这一认识险些导致人工智能泡沫的破裂</p>

Nvidia's Transition To 800 Volts: A Look Inside The Next AI CapEx Surge

- 市场花费了 3 年时间评估 AI 资本支出黑洞。  
- 预计未来五年需至少 5 万亿美元资金。  
- 此事关乎防止中国赢得 AI 战争，接近揭开 AI 泡沫。

英伟达向 800 伏特过渡：深入探讨下一次 AI 资本支出的激增