中文翻译
我最近对上个月那份报告想得更多了…… 我觉得它对 Neocloud 板块，比如 $NBIS，甚至 $CRWV，的利好可能比市场想象得更大。 原因在于超大规模客户扩建延迟所带来的外溢效应。 这也部分解释了为什么 $META 可能签了 270 亿美元的交易。 那些已经为扩建锁定了产能 / 组件订单的公司，大概率会成为赢家，因为其他竞争对手会被卡住。
· 供应链分析
认为超大规模客户延迟扩建带来的外溢，会利好 Neocloud。
英文原文
I’ve been thinking about this report more from last month… It’s probably extremely bullish for the Neocloud segment like $NBIS (and even $CRWV) more than markets think. Because of the hyperscaler buildout delay spillover. And partly why $META might have signed a $27B deal. Companies that already have secured capacity/component orders for their buildout are likely to be major winners as other competition stalls.