Many investors are saying that the pyramid of value accrual from the Cloud, where SaaS applications were capturing orders of magnitude more value than the lower layers of the stack, has been inverted in the Gen AI stack. Lower layers of the stack (i.e. hardware providers and hyperscalers) will be the ones capturing the most value as the opportunity to capture value in the application layer will be limited and saturated by a small number of players (i.e. AI Labs).
This usually happens when your system is broken.，详情可参考PDF资料
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Фото: Maxim Shemetov / Reuters。关于这个话题，Line官方版本下载提供了深入分析
Фото: Вячеслав Прокофьев / РИА Новости