Семак оценил момент с отменой гола Балтики

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Queen Charlotte (Golda Rosheuvel) and Lady Danbury (Adjoa Andoh) in "Bridgerton."

这种规模的投资远超经济产出——这不是普通的预算问题,而是结构性回报难题。这就是AI基础设施的“投资悖论”:超大规模云服务商们陷入了典型的“囚徒困境”——没有人敢停止投资,因为担心失去竞争优势;但持续加码投资,又在不断摧毁股东价值。。Line官方版本下载对此有专业解读

英伟达赚疯了却换不来股价上涨

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OpenAI has also committed to consuming 2 gigawatts of Amazon's Trainium capacity, which is the company's custom-designed AI training accelerator. In other words, Amazon is spending a lot of money on OpenAI and then OpenAI will turn around and spend a lot of money with Amazon. The AI funding ouroboros continues.