Il ciclo Ai è più maturo del previsto

26 Jul 2026 · 17 min · Episode 1271

Episode Il ciclo Ai è più maturo del previsto

0:00 17:09

I recenti storni sui chip scontano il timore che la crescita dei profitti a questo ritmo non sia sostenibile. Il mercato si interroga sul potenziale disruptive dei modelli cinesi lo cost.

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