· 供应链分析

对比法美AI投入,指出法国资金规模远不及美巨头。

涉及标的:

中文翻译

@ticker_thoughts 我确实关注了。法国2030年3000万欧元的投入,与$GOOGL和$AMZN约3800亿美元的年度资本支出(capex)相比,对法国AI领域的影响肯定微乎其微。他们并没有打破刻板印象。https://t.co/qXdcTRvmVd

英文原文

@ticker_thoughts I did. That whole 30M euros for 2030 is definitely going to make a large impact on France’s AI sector compared to $GOOGL and $AMZN ~$380B 1 year capex spend. They’re not really breaking stereotypes here. https://t.co/qXdcTRvmVd

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