· 供应链分析

引用 Musk 对内存短缺的担忧

中文翻译

@JungleStocks 你说的是埃隆和 Dwarkesh Patel 二月那期播客吗? “我真正最担心的其实是内存。做出逻辑芯片的路径比要有足够的内存来支撑逻辑芯片的路径更明显。”

英文原文

@JungleStocks Were you talking about Elon's Feb podcast with Dwarkesh Patel? "I’d say my biggest concern actually is memory. The path to creating logic chips is more obvious than the path to having sufficient memory to support logic chips." https://t.co/6G0juDEBPe

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