Source: Computational Materials Science, Volume 267
AI has been eating up the world's supply of memory and companies like Micron have even abandoned their consumer brands to focus entirely on B2B supply. Other components like GPUs have also been feeling the pressure.
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如果你在两年前问一个硅谷投资人，AI最核心的竞争壁垒是什么，答案几乎是一致的：算力。谁有更多的GPU，谁就有更强的模型，谁就赢了。