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E-commerce giant CEO: The AI bubble will not arrive in three years, and Computing Power supply and demand is still unbalanced.
[Coin World] The CEO of a certain e-commerce giant recently made an interesting judgment - AI bubble? Don't expect it for at least three years. His logic is straightforward: at this stage, AI Computing Power resources are essentially a seller's market, with supply not keeping up with the pace of demand. This wave of AI infrastructure frenzy is likely to last for a while, so those hoping to buy the dip when the bubble bursts may have to wait a bit longer.