AI设备将成为未来数年换机关键需求
据天风国际分析师郭明錤在最新一期报告中指出,AI设备将成为未来数年换机的关键需求。他认为,从建立用户对AI设备认知、建立使用者行…
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据天风国际分析师郭明錤在最新一期报告中指出,AI设备将成为未来数年换机的关键需求。他认为,从建立用户对AI设备认知、建立使用者行…
据天风国际分析师郭明錤在 Medium 平台发布的预测,由于今年生成式 AI 的爆红,iPhone 16 将会推出与 AI 相关…
据郭明錤透露,戴尔已经要求产能瓶颈的诸多 AI 服务器零件厂商,大幅扩展产能至 200%,并预估戴尔 2024 年服务器出货量将…
据市场研究简报,郭明錤认为,以 MI300A 为主,AMD 公司明年 AI 加速卡出货量约为英伟达(基于 CoWoS)的 10%…
据天风证券分析师郭明錤发布的市场研究简报,苹果明年推出的 iPhone 16 Pro 和 iPhone 16 Pro Max 两…