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本地 AI / $CRSR
投资者摘要看多
作者认为本地 AI 的繁荣和 Corsair 的新产品线使其成为被严重低估的投资机会。
看多要点
- 社交媒体上对本地 AI 普及的讨论和兴奋度达到空前水平。
- 开源模型的进步和前沿模型的限制正在推动本地 AI 的需求。
- Corsair 近期发布了全套本地 AI 产品线。
CRSRAI 资本开支
帖子正文
Across social media i'm seeing unprecedented levels of commentary and excitement about local ai. Advancements in China based open source models as well as restrictions on the latest frontier models from openai and anthropic seem to be driving this. Help me out, does this not make Corsair one of the most exciting companies in the world that isn't already $300billion+ market cap? They enounced an entire lineup of local ai products about a month ago https://www.corsair.com/us/en/s/corsair-pro
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