中国AI GPU加速追赶美国(英)
聚焦中国AI GPU加速追赶美国(英)。Morgan Stanley Research 3 We Expect China’s AI GPU TAM to Grow to US$91bn by 2030e Source: Company data, Morgan Stanley Research. E = Morgan Stanley Research estimates.AI accelerators' revenue trend We expect China’s AI chip TAM to grow to US$91bn by 2030。