苏姿丰表示 AI 采用速度极快,使原本静态的年度计划变得动态,这推动了 AMD 的需求超预期。
随着 AI 的推进和整个行业对 AI 的采用,过去相当静态的计划现在变得非常动态。你很难意识到采用曲线的速度有多快。原文 (en)
with AI and the progress that we're making through AI adoption, uh, throughout the industry, uh, what we're seeing is what used to be, let's call it, you know, fairly static plans, are now actually becoming pretty dynamic. Um, you're not realizing how fast the adoption curve is going.