核心原因只有一个：躺在功劳簿上睡大觉，把单一产品的成功，当成了永恒的护城河。
英特尔CEO陈立武直言，AI相关的需求增加，已对电脑和智能手机方面的传统供应带来了压力，导致存储芯片短缺，价格持续上涨，在2028年前不会缓解。这和瑞银分析师团队的预测大致相同，其指出，在当前AI数据中心持续扩张的背景下，全球存储产业正呈现出明显的结构性分化，行业层面出现“有意义的供给缓解”最早也要到2028年前后。
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但是，这场AI基础设施的资本赌局正面临着资本投入与收入之间的巨大缺口持续扩大的严峻考验。
Not Equal: Everything in this space must be different. The answer is 6-1, placed vertically; 6-3, placed horizontally; 5-0, placed horizontally; 1-4, placed vertically; 2-4, placed horizontally.
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The standoff began when the Pentagon demanded that Anthropic its Claude AI product available for "all lawful purposes" — including mass surveillance and the development of fully autonomous weapons that can kill without human supervision. Anthropic refused to offer its tech for those things, even with a "safety stack" built into that model.
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