行业多源确认
SK Ventures合伙人：数据中心放缓或反噬AI供应链
精选理由
投资人Paul Kedrosky说数据中心延期会让Nvidia这些供应商订单被推后，本来想赌基建受益股的人可能看反了。
SK Ventures普通合伙人Paul Kedrosky在The Information的访谈中提出，数据中心建设放缓可能反而伤害投资者原本认为会受益的公司。他指出建设延迟会让排队中的数据中心项目被大幅推迟。这对Nvidia等数据中心供应商是坏消息，因为它们将看到大量订单需求被推后。
原文 · The Information
Could slowing the data center buildout backfire on the companies investors thought would benefit?
SK Ventures General Partner Paul Kedrosky explains why construction delays could ripple through the AI supply chain, including Nvidia.
“As a data center supplier, this is very bad for you because you're seeing a significant fraction of the queue become, at the very least, pushed out.”
@pkedrosky
