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苹果(AAPL.O):公司与博通(AVGO.O)新签订的多年期协议,该协议预计将超过300亿美元,生产超过150亿颗美国制造的芯片。
2026-07-08
苹果(AAPL.O):公司与博通(AVGO.O)新签订的多年期协议,该协议预计将超过300亿美元,生产超过150亿颗美国制造的芯片。
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2026-07-08
美国至7月3日当周EIA汽油产量 -23.3万桶/日,前值48.1万桶/日。
美国至7月3日当周EIA汽油产量 -23.3万桶/日,前值48.1万桶/日。
2026-07-08
Research firm SemiAnalysis says the next bottleneck for AI is financing, not GPUs or data centers, and that credit markets will be the primary funding source for AI infrastructure. SemiAnalysis projects annual global AI capex will exceed $2.0 trillion by 2028 and cumulative AI capex from 2024–2029 will reach about $11.1 trillion. The firm says NVIDIA is providing minimum-revenue guarantees to AI compute operators such as Neocloud to make GPUs financeable as infrastructure. Based on this, SemiAna
Research firm SemiAnalysis says the next bottleneck for AI is financing, not GPUs or data centers, and that credit markets will be the primary funding source for AI infrastructure. SemiAnalysis projects annual global AI capex will exceed $2.0 trillion by 2028 and cumulative AI capex from 2024–2029 will reach about $11.1 trillion. The firm says NVIDIA is providing minimum-revenue guarantees to AI compute operators such as Neocloud to make GPUs financeable as infrastructure. Based on this, SemiAnalysis forecasts outstanding AI-related debt could top $7.0 trillion by 2029, making it the second-largest asset-backed debt market after U.S. mortgage-backed securities (around $13.0 trillion). NVIDIA’s described back-up plan would use its AA/Aa2 investment-grade credit to underwrite minimum revenue for operators, lowering bank lending risk and unlocking multi-trillion dollars of AI infrastructure financing; SemiAnalysis likens NVIDIA to the “central bank” of AI.
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