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Memory chip stocks shed $100bn as AI-driven shortage trade unwinds
AI驱动的“缺货”交易退潮,存储芯片股蒸发1000亿美元

New research suggests AI data centres will need much less memory than investors had bargained for
最新研究表明,人工智能数据中心所需的内存远低于投资者原先的预期。

US memory chip stocks have lost almost $100bn in market value this week, hit by new Google research that pointed to an easing of the AI-driven hardware shortage that had sent chipmakers’ shares to record highs.

受谷歌(Google)新研究影响,美国存储芯片股本周市值蒸发近1000亿美元。该研究称,先前推动芯片制造商股价创下历史新高的AI硬件短缺正在缓解。

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