英伟达投资OpenAI,OpenAI的算力需求带动微软采购英伟达芯片,而英伟达的芯片则由台积电代工生产;台积电获得资本开支后持续升级制程,反过来支撑英伟达的技术迭代,同时上游企业还能从下游的股权中获得额外收益。
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The snow is melting, the days are getting longer, and I can almost smell the springtime ahead. Soon, we'll be cruising around town on ebikes and electric scooters instead of burning fossil fuels. For now, the weather hasn't quite caught up, which is great for markdowns. Many of the best electric scooters are still seeing significant discounts. If you've been thinking about buying one, now's the best time: prices are low, and sunny commuting days are just ahead.