AI 导读
黄仁勋刚刚点出了一个超大规模云厂商的重大弱点：他们的基础设施规划对 AI 来说太慢了。 “超大规模云厂商一年规划一次，但现在的市场动态如此多变，他们几乎总是错的。” 这正是灵活的 Neo-clouds 的优势所在。 ---- 来自“All-In Podcast” YouTube 频道，（完整视频链接见评论）
正文
Jensen just called out a major hyperscaler weakness: their infrastructure planning moves too slowly for AI.
“The hyperscalers plan once a year, but the market dynamics is so volatile right now that they're always almost wrong.”
That is exactly where agile Neo-clouds have an advantage.
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From "All-In Podcast" YouTube channel, (full video link in comment)
来源：@rohanpaul_ai · x.com