【Couch Investor】AMD重磅出手！AI内存瓶颈终于有救了？

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大家好，欢迎回到今天的视频

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所以在这期视频中

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我需要讨论几个事情

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Md收购了一家非常有趣的公司

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不是最大的那家

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但可能改变游戏规则

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这个游戏

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尤其是在内存领域

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所以我们来谈谈这个

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我们将看看当前市场状况

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SpaceX仍在不断攀升

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你可以购买亚马逊

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预计到2028年营收将达万亿规模

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以相同价格

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大约相当于一家SpaceX

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现在SpaceX也在收购另一家公司

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名为Cursor的公司

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我们将会讨论

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本周一开始就很有趣

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当然这里全线收涨

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甚至Mehta上涨4.6%

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Threads月活用户突破五千万

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他们宣布了今日上线的新功能

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我认为其增长势头

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尤其是变现方面几乎为零

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目前MD上涨7%，Micron涨10.8%

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Neis涨幅显著

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所有表现都很出色

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目前盘前略有回调

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但回调幅度不大

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现在还没到疯狂程度

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观察SpaceX IPO进程

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根据SVTechy数据

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IPO锁定期安排

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净净至二季度财报前流通股量小，股价可能继续上涨

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我相信类似ARM上市时的情况

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当时流通股也极其有限

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股价飙升

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这就是预期走势

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在二季度财报后

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股份解禁约20%

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随后有表现触发机制

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股价达IPO价30%以上

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连续五日超10%涨幅

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再解禁10%等

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依此类推

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这确实令人惊叹

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公司规模仍在扩大

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存在明显偏见

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记住每10%的认股权

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一家两万亿美元的公司价值两千亿美元

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这不是一个小规模可以轻易转移的体量，着实令人惊叹

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话说回来

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当然

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明智之举是使用你昂贵的

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高估的股票进行收购

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这一消息是在四月宣布的

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SpaceX与AI和Cursor正在紧密合作

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共同打造全球最佳编程与知识工作

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AI结合Cursor领先产品与软件工程师专家网络

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SpaceX价值百万的等效巨无霸训练

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超级计算机将帮助我们构建最实用的模型

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Cursor还授予SpaceX今年晚些收购Cursor的权利

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或支付十亿美元结算合作成果

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快进到现在IPO后的SpaceX

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他们将收购Cursor或任何相关公司

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该公司估值达六十亿美元权益价值

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全股票交易以SpaceX股价七日均价支付

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交易预计在2026年第三季度完成

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SpaceX已有计算协议如我们所见

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并与Cursor自4月26日起签订可选条款

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现在

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拆分费用如下

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若反垄断阻止则支付四亿美元

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或若SpaceX未能完成则支付十亿美元

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现在包括X、I和X制造

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当然这是全栈布局

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当然还可加入火箭和星链

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所以是的

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聪明

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聪明地使用高价股票

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现在Cursor值六十亿美元吗

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未来能否证明价格合理性尚待观察

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说实话

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我不认为很多人在使用Grok

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除了Hay Grog

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这是X上的评论

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现在

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在深入AMD收购前

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如果你喜欢视频

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你知道该怎么做

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他会说按钮会非常感激

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进一步支持我Luci

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点击描述中的链接

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并在图钉处查看

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评论推荐当前最佳十只股票

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或前往Full.com/斜杠

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Goinvestor

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非常感谢

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Aim将收购以提升计算基础设施内存优化

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此次收购扩展了amd的AI产品组合

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并帮助客户通过优化内存技术提升性能

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降低总拥有成本并加速部署时间

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我现在不会读所有内容

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但我们一直在讨论的是确实

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内存价格确实上涨了对吧

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这就是美光股价大幅上涨的原因

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这也是森雅股价大幅上涨的原因

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过去一年里

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大约一年半时间

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内存需求激增

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内存已成为新的瓶颈 价格飙升

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所有这些公司都在说确实

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内存价格确实上涨了

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这不仅仅是低端厂商

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我们也听到一些软件公司提到这一点

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但乔纳森·罗斯对吧

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Aq的联合创始人乔纳森·罗斯也在说同样的话

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看吧

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价格确实上涨了

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但最终其他公司也会说要么

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你们必须大幅加快生产速度

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或者我们要找到方法充分利用现有内存

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我们能优化它

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并更高效地使用

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说不定还能推出新策略

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而这正是这笔交易的意义

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我不认为

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这将是最后一个我们看到的案例

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当我在这里查看财报记录

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输入'内存价格'

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观察所有这些公司

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统计'内存价格'被提及次数

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在近期甲骨文财报中

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在高通会议中被提及

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在AMD Core Weave中被提及

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甚至更早之前

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二月份的思科AI活动

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同样查看'内存'这一术语

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同样可以看到提及次数激增

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这合乎逻辑

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因为它极其重要

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这里至关重要

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可以看到美国银行

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全球技术峰会

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与Marvel Technologies相关

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还有博通

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还有Nebues

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等等

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等等

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因此，内存已成为2026年的核心议题

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没错

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你可以查看股票价格

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你可以回看2025年的股票价格

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但在2026年

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所有这些公司

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当然都感受到了所谓的压力

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因为价格已经上涨

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因此要么价格会下跌

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要么这些参与者必须推出解决方案

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顺便说一句，你也可以用其他术语尝试

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如果你使用财政AI

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你来到查询界面

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然后在这里输入一个词

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系统会遍历目标公司所有财报文件

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你可以点击这里的小加号按钮

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添加行业对标公司

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系统会自动添加所有行业对标公司

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并查看所有目标文档

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如果相关内容被提及

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如果你想亲自尝试

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当然描述栏和结尾评论区有链接

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可享15%折扣

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那么这项协议的优势何在

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该技术使闪存表现更接近DRAM

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有效扩展可用内存容量

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同时保持性能稳定

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它并未替代HBM

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所以那些认为我突然看空美光的人不必担心

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这可能减少特定工作负载的需求量

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这一点至关重要

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如果内存仍是瓶颈

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这就是乔纳森·罗斯说的

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正如格罗格之前提到的

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当硬件成本过高时

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架构创新开始填补差距

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而这正是AMD此次合作展现的

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如果无法降低DRAM或HBM价格

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就必须减少使用量

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通过优化数据流

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这是我们过去几周讨论的重点

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我对这发生并不意外

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但没想到它已在此时发生

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当我们回看某些报价

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分析师会议中提到的内容

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关于内存价格的讨论

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这是AMD首次向我们透露

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我们必须确保

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若与供应商有长期协议

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我们可以锁定产能

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这是首要的事情

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当我们拥有如此规模的大型企业时

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必须提前规划

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其次

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我们更注重战略思考

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如果内存成本增加

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我们需要想办法与客户共同分担这一成本

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对我们来说最重要的是

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我们其实不希望利用内存控制短缺来单纯提价

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我们要确保客户帮助我们消化成本增加

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我们更具战略性

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基于长期合作关系

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从行业角度来看

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内存成本以这种程度上涨

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我们从未见过

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价格真的很高

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所以这部分结尾非常有趣

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我认为这会增加终端客户的资本支出

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客户

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他们如何分配资本支出

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从长远来看

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就像整个行业一样

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总是需要新增产能

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同时还要进行技术创新

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如何更高效地利用内存

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长期来看会自然解决

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这是我们坚信的

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而这里的关键点

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如何更高效地利用内存

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正是AMD收购的原因

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现在我想提醒大家

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是的

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AMD股价位于540美元

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开盘时可能略有回落

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这是一家8800亿美元公司

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但这一切都发生在MI400系列发布之前

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即将很快发布

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今年下半年我们将看到产能爬坡

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但真正巨大的增长将在2027年到来

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请记住这一点

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请记住这一点

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如果我们查看AMD当前的营收预测

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回溯过去五年的数据

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市场目前预期这种增长

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财年26增长42.3%

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正如我所说

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真正的增长从明年开始

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明年将是54.3%的增长

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同比增长

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年复一年

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因此，增长加速

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然后市场规模将下降至约3.4%的增长率

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大约5%左右

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要达到102.6亿美元营收

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在财年2028年实现

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别忘了这一点

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我们已经讨论MD很久了

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等等

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但这些零散的收购才是未来打造强大企业的关键

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将成为未来非常强劲的玩家

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尤其是在推理时代

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总的来说，这就是全部内容

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对我来说

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在今天的视频中

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丽莎向MD进发

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总是领先几步

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总是令人欣喜

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希望你喜欢这类视频

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我们下次再见

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再见

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再见

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