Citrini Research分析师Jukan表示，美光科技（Micron）的未来重要性可能超过英伟达。
据 NS3 报道，Jukan称，推理性能高度依赖内存，仅增加更多英伟达图形处理器无法解决推理工作负载中的内存瓶颈。
Citrini Research：美光重要性或超英伟达
2026-06-29 06:47:31
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