Ben Bajarin· @BenBajarin · X·· 21 天前AI 评分35
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来自 $amat 的漂亮图表。 背景是——机架级（scale up/out）pod 推动更多晶圆需求，且各类别都需要更多晶圆。 提醒一下：按数据中心算力装机基数占比来看，机架级出货仍处于非常早期阶段。
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Nice visuals from $amat.
Context is - rack scale (scale up/out) pods drives more wafers and more wafers across every category.
Reminder we are very early in rack scale shipments as a percent of data center compute installed base.
来源：Ben Bajarin · x.com