AI焦点从训练转向推_老虎社区_美港股上老虎

AI焦点从训练转向推理，CPU从配角变主角。以前一个CPU拖8个GPU，以后可能只拖2-4个，数据中心CPU权重被重估。 $英特尔(INTC)$ 的估值逻辑变了。

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