《The AI Stock Rally is BACK. For Now.》
PANW是网络安全领域的领导者；对其持强烈看涨情绪。
看涨
因为里面还有 Palo Alto Networks。
because they've got PaloAlto Networks in there as well.
Palo Alto Networks 首席执行官预测，一旦数据中心和电力供应赶上需求，被称为 NeoClouds 的专业 GPU 云提供商的价格将大幅下跌。他认为，他们的高估值依赖于市场狂热来资助大规模资本支出模式，当供应平衡时，这种模式可能会动摇。
Palo Alto network CEO predicts a specialized GPU specialized GPU cloud providers known as NeoClouds will see prices drop sharply once data centers and power supply catch up demand. He argues their high valuations rely on market euphoria to fund massive capex model that could falter when supply balances out.