AI手机或成救星？芯片测试巨头：数据中心投资放缓或致行业剧烈震荡
全球最大的芯片测试设备供应商Advantest的首席执行官道格·勒费弗表示，如果数据中心投资放缓，对人工智能（AI）智能手机的需求可能会帮助半导体行业的某些领域免受“恶性”衰退的影响。勒费弗表示，他正在密切关注美国大型科技公司在AI领域的支出是否放缓。Meta、谷歌和微软一直是数据中心的主要投资者，这些数据中心能够提供大量的计算能力。勒费弗表示，数据中心建设放缓“可能不会持续太久，然后可能会恢复，但由于目前市场上[超大规模企业]的高度集中，数据中心建设的任
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