Semiconductors and Hardware & Storage

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花旗:生成式人工智能峰会要点
花旗· 2025-07-01 00:40
Flash | 25 Jun 2025 02:07:53 ET │ 9 pages US Semiconductors and Hardware & Storage Citi Gen AI Summit Takeaways CITI'S TAKE Citi held its 3rd annual Gen AI Summit in NYC yesterday bringing together 40+ private companies. We recap key takeaways from AI hardware infrastructure/semis panels a) the constraints of AI growth are multi-fold including power, compute at scale, connectivity to support low latency, and talent which implies a lot of runway for continued infrastructure build out; b) AI focus is moving f ...
花旗:Gen_AI峰会要点 - 存储领域
花旗· 2025-06-26 14:09
Flash | 25 Jun 2025 02:07:53 ET │ 9 pages US Semiconductors and Hardware & Storage Citi Gen AI Summit Takeaways CITI'S TAKE Citi held its 3rd annual Gen AI Summit in NYC yesterday bringing together 40+ private companies. We recap key takeaways from AI hardware infrastructure/semis panels a) the constraints of AI growth are multi-fold including power, compute at scale, connectivity to support low latency, and talent which implies a lot of runway for continued infrastructure build out; b) AI focus is moving f ...