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20:00, 6 марта 2026Силовые структуры。关于这个话题,91视频提供了深入分析
I don’t think the Nvidias and ChatGPTs will end up capturing all the value that it seems they are going to capture judging the current state of affairs. I think they are going to regret all the investment on chips that they are currently doing. I understand why they are doing it as a way to boost their valuations, and justify the investment, but this is going to really bite them back.