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Article // Intelligence

168X · Aug 31, 2026 · 168X

Herman:現在是 1998 年!AI 泡沫還沒來

AI 泡沫還早,來的時候漲到你不敢認

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What's interesting

  • Mentions Anthropic
  • Mentions Moderna
  • Mentions WuXi AppTec
  • Discusses DRAM
  • Discusses GPU
  • Discusses AI 算力供需與 GPU 投資回報

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DRAM GPU AI 算力供需與 GPU 投資回報 CSP 資本支出與融資週期 Anthropic ARR 與 AI 需求錨定 存儲 DRAM 定價與供應鏈利潤分配 英特爾晶圓代工與 Apple 供應鏈策略 開源模型與 CSP 算力平權 AI 對就業與經濟結構的影響 半導體補漲路線:光、CPU、功率

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Anthropic Grok Claude Code Moderna WuXi AppTec SpaceX DeepSeek META Google NVIDIA OpenAI Microsoft Alibaba Intel TSMC Micron Apple Amazon

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