Emil Michael, the Silicon Valley exec turned Trump official leading the war against Anthropic, has deep ties to the tech world

· · 来源:wh资讯

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根据麦肯锡和贝恩咨询等机构的估计:到2030年AI相关资本支出约5.2万亿美元,再加上传统负载相关资本支出约1.5万亿美元,合计接近7万亿美元,堪比美国联邦年度预算规模;而当前AI市场产生的年度收入约为20亿美元级别。这意味着:投资与收益之间的裂缝接近100倍级别。

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在一期产能未达预期、尚未实现稳定盈利的情况下,公司便计划新增6万片/月产能,相当于在现有爬坡产能基础上直接扩充50%以上,未来产能消化能力成为首要疑问。

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