直观来看，美股软件板块整体已进入技术性熊市，许多头部企业软件公司股价均承受超过20%的跌幅，直至如今，市场整体对软件股仍有下跌空间的预期。市场对软件股尤其是SaaS、企业软件普遍存在悲观情绪：既希望企业重生冲出原有桎梏，也担心AI冲击企业软件本身。
Sophia, an Nvidia partner, has designed modular server racks with integrated solar panels it calls TILES, which are 1 meter by 1 meter in area and a few centimeters in depth. By adopting this thin form factor, DeMillo says that processors can sit against a passive heat spreader, eliminating the need for active cooling. He expects 92% of the power it generates will go to processing, a significant gain on traditional designs. This design requires, however, a sophisticated software management system to balance activity across the processors.
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这一消息在资本市场看似波澜不惊，但在李斌内心，恐却非表面这般平静。
Additional reporting by Emma Calder
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