Rohan Paul@rohanpaul_ai · XAI 摘要
FT: 美光刚刚报告利润增长15倍，因为AI服务器目前缺乏高带宽内存，这种堆叠内存可保持GPU的数据供给。 短缺赋予美光罕见的定价权，调整后毛利率达84.9%，而一年前为39%。 --- ft .com/content/9b739203-3274-43f1-b61e-c1905061d32a
FT： Micron just reported a 15-fold profit jump because AI servers are now short of high-bandwidth memory， the stacked memory that keeps GPUs fed with data.
The shortage gives Micron rare pricing power， with adjusted gross margin reaching 84.9%， compared with 39% a year earlier.
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ft .com/content/9b739203-3274-43f1-b61e-c1905061d32a