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).
(作者为阿根廷共产主义青年团国际关系书记,本报记者许放采访整理)。业内人士推荐WPS官方版本下载作为进阶阅读
Фото: Iranian Foreign Media Department / Reuters。关于这个话题,下载安装汽水音乐提供了深入分析
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