[情報] AI市場到2030年前還會增長50倍以上
外國人寫的懶人包,無聊看看吧,前openAI的內部人士的重磅文章:
https://i.imgur.com/x8Laf0J.jpeg
![](https://i.imgur.com/x8Laf0J.jpg)
標題:AI覺醒 未來十年
來源:
Leopold Aschenbrenner
網址:
https://situational-awareness.ai/
內文:
請直接看IIIa裡的資本支出年表
https://i.imgur.com/rpHjnOF.png
![](https://i.imgur.com/rpHjnOF.jpg)
只講股點
AI到2030年的年總投資額將的抵達8T鎂
用本益比20倍下去算的話
大概可以支撐160T的市值
現在NVDA才3T TSMC約0.9T
當然市值份額不是只有這兩家公司在分
至如果到那時候這兩家公司仍在市場裡
漲個十倍根本也不奇怪
該文章6/4號發佈以來已被觀看160萬次
是很有影響力的文章
台積電即使全力生產先進晶片也無法滿足AI的需求
https://i.imgur.com/oixp3BG.png
![](https://i.imgur.com/oixp3BG.jpg)
最重要的是給大家打強心針
ALL IN NVDA+TSMC就對了
--
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