中文翻译
看吧……$NVDA CEO 警告称，由于 AI 基础设施需求大规模扩张，存储短缺预计会持续多年。 明天还会有进一步公告。 $MU 以及 $EWY（三星/SK海力士）的营业利润预测，现在看起来也没那么疯狂了？
· 供应链分析
英伟达称存储短缺多年延续，支撑美光和韩系存储盈利。
英文原文
Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure. With further announcements tomorrow. $MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore? https://t.co/OvjyrifRtO