Ben Bajarin· @BenBajarin · X·· 6 天前AI 评分39
AI 导读
就目前来看，超大规模厂商的自由现金流很可能在2028/29年左右的某个时间开始出现拐点。也许会更早，但我们认为那正是 AI 企业级应用真正起量、且有更多算力可供它们承接服务并转化在手订单的时候。
AI 生成摘要 · 以原文为准
正文
As of now, it seems likely hypers FCF starts to inflect sometime 28/29. Possibly sooner, but that is when we think AI enterprise adoption really ramps and more capacity is available of them to serve and convert backlog.
来源：Ben Bajarin · x.com