Phong Le谈AI等行业集中度

NVIDIA is ~80% of global AI data center chip revenue, Micron ~20% of DRAM, Alphabet ~50% of search advertising, Microsoft ~50% of productivity software, Apple ~50% of smartphones, Amazon ~30% of cloud infrastructure. Strategy owns ~4% of all Bitcoin ever. We’re still early.引用 @Strategy: Our Q3 digital asset gain would rank #7 among the latest quarterly operating income of S&P 500 companies. $BTC https://t.co/Mz7lR2WBSw