硅谷最顶级的钱,正在押注AI这五件事

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在高端市场,AI产业化的加速落地直接引爆了存储需求。不同于传统服务器,AI服务器需要承载大规模数据训练、高频次数据运算,对HBM(高带宽存储)、高端DDR5内存及企业级SSD的需求量呈爆发式增长,单台AI服务器的存储需求量更是达到传统服务器的8-10倍。其中,HBM凭借超高带宽、低延迟的核心优势,成功破解了AI运算中的“内存墙”技术瓶颈,成为AI算力基建的核心战略级资源,目前2026年全球三大存储巨头的HBM产能已全部提前售罄,部分头部AI企业甚至提前签订2027年长期供货协议。,推荐阅读同城约会获取更多信息

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The latest move follows another senior appointment in China last year. In April 2025, LVMH named Daniel DiCicco president and chief executive of Louis Vuitton Greater China, in what was widely seen as a push to strengthen local management. DiCicco previously held senior positions at Apple, Sony Music and Coach, bringing cross-industry and digital experience to the role.