苏姿丰表示算力需求迫切,订单储备强劲,需求超过供给。
我们正处于对算力需求极为迫切的阶段,订单储备非常强劲,实际上需求高于供给。原文 (en)
we are in a place Jim where I think there is a um intense need for more compute and when we look at that uh we are seeing a very strong order pipeline. We are actually seeing the uh demand being higher than supply