阙薛

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Joined Jul 2019

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路人

看法是,申请是DC公司的事情。。拿到多少晶片,根本无关大马的事。。。哈!
公司赚钱,记得多给税收就可以了。。
如果没记错,老特也是要把国外的税收往美国送。。。所以这是双赢的布局。。
就看美国怎样玩了!?
2 hours · translate
看看就好。。


美国候任总统特朗普提名的财长人选贝森特说,特朗普的第二个任期可能会迎来新的经济黄金时代。

贝森特(Scott Bessent)星期四(1月16日)在确认提名的参议院金融委员会听证会上说,特朗普拥有开启新经济黄金时代的千载难逢的机会,“这将为所有美国人创造更多的就业机会、财富与繁荣”。
3 hours · translate
thanks for sharing..
Malaysia will have quite a number of DC investment...if not enough AI for DC, I think they still can proceed batch by batch....if can't complete in one year, then continue the next year and so on.....since the Data for DC also expected to expand 20% every year....look at those post the data(photo,video)...everyday ,every minutes increase so much...
4 hours · translate
global demand for data center capacity could rise at an annual rate of between 19 and 22 percent from 2023 to 2030 to reach an annual demand of 171 to 219 gigawatts (GW). A less likely yet still possible scenario sees demand rising by 27 percent to reach 298 GW 
5 hours · translate
这里也解答了一些疑问。。
数据库真的需要AI 晶片?
数据中心不是收集资料吗?
AI 晶片来干啥?
继续寻找资讯来对证!!?
5 hours · translate
“自新措施在周一公布以来,数据中心和AI主题表现已反映出投资者已采取‘先卖’策略。”

该行认为,大马数据中心投资主题明显的风险已获得市场反映,但值得注意的是并非所有的数据中心都将用作AI计算,也不是所有的AI计算都需要部署拜登政府计划收紧的先进晶片。

“有鉴于此,我们并不预见新条例会对区域电讯公司,甚至是从近期数据中心热潮受惠的大马建筑公司带来显著影响,因此依旧青睐广泛涉足AI和数据中心主题的金务大。”

同时,银河证券国际指出,杨忠礼电力等建筑公司是区域专注AI驱动的数据中心业者,可能因其客户群/客户特性给予豁免。

“不过,新条例可能促使数据中心需求主题扩散至东盟其他国家,例如印尼和泰国。”
5 hours · translate
 be more cuts that the market currently sees, noting that three or four cuts could be possible this year “if the data cooperates.”

While cautioning that he may be more optimistic than his colleagues at the Fed, Waller said inflation was back to trend, and he believes it will come in towards the target. 

Assessing the recent jobs report, Waller said the strong data was a makeup from weaker earlier reads and that when assessing all of the indicators, the employment market is solid but not boomin
5 hours · translate
- Federal Reserve Governor Christopher Waller said in an interview with CNBC on Thursday that the December inflation data was very good and that if data persists along the same lines, we may see rate cuts in the first half.

"If inflation data comes in as it has, I'd expect a cut in the first half of the year," he said.

Waller added that he doesn’t think a cut in March can be ruled out and that if inflation moves lower, there may be more cuts that the market currently sees, noting that three or
5 hours · translate
路人。。
你没看报道吗?
大马是在tier 2..
没有被禁止啊!xd
6 hours · translate
他们的条例规定都出来了, tier 2 的国家要申请,看到时每个公司合不合格,可以分到多少了。。
8 hours · translate
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