· 方法论
我本不打算回复，但鉴于其他评论试图用“年初至今(YTD)表现”这种诉诸权威的方式来否定我的论点。我曾是AI领域的研究科学家，在《自然》等期刊发表过几篇论文。我在半导体领域也拥有专利。我现在经营一家金融科技(fintech)公司，所以很擅长数据计算。顺便提一下 @mithrilcompute，前几天我和他们的CEO喝咖啡聊过，所以与业内人士的日常交流也很有帮助。这三个不同领域的背景有助于我理解数据中心(data center)领域。如果你看过我的其他评论，我会始终承认自己缺乏领域知识，并避免给出方向性观点。此外，论点应独立成立，而非基于发言人的身份。
I wasn’t going to reply to this but just because other comments tried appealing to authority like YTD performance to invalidate the thesis. I was a research scientist in AI with a few published papers in journals like Nature. I also have patents in the semiconductor space. I now run a fintech company, so im decent with number crunching. Just a quick shoutout to @mithrilcompute, talked with their CEO the other day over coffee, so just daily chats with people in the space help a lot too. So all three different domains helps a bit with understanding data center space. If you read my other comments, I’ll always acknowledge if I don’t have domain knowledge and refrain from giving directional posts. Also arguments should stand on their own, not based on who it came from.