Old Huang is back to call for trading again: NVIDIA computing power is a “rentable, interest-bearing asset.” To put it simply: before the AI bubble bursts, GPUs are just the crypto-market mining rigs—whoever hoards the computing power gets the rent. Over on oil it’s even more lively: the moment there’s any hint of trouble around the Strait of Hormuz, WTI taps 93, and risk-off sentiment directly feeds into inflation.
No matter whether it’s AI or crude oil, the essence is narrative rotation. “Turning computing power into an asset” sounds sexy, but if you truly want to treat it like BTC to hoard, first ask whether the depreciation rate and electricity costs will agree.
NVDA
#AI #原油
No matter whether it’s AI or crude oil, the essence is narrative rotation. “Turning computing power into an asset” sounds sexy, but if you truly want to treat it like BTC to hoard, first ask whether the depreciation rate and electricity costs will agree.
NVDA
#AI #原油
