从“信仰配置”转向“套利配置”。投资者不再无脑持有英伟达，而是将目光投向“铲子中的铲子”—— HBM存储（如SK海力士）、CoWoS封装设备、高速光模块等环节。这些环节的需求刚性更强，竞争格局更优，受行业波动的影响相对较小。
Arrays work well with reference counting, because an operation that
，这一点在同城约会中也有详细论述
The open letter is the latest development in the saga between Anthropic and US Defense Secretary Pete Hegseth, who threatened to label the company a “supply chain risk” if it did not agree to withdraw certain guardrails for classified work. The Pentagon has also been in talks with Google and OpenAI about using their models for classified work, with xAI coming on board earlier this week. The letter argues the government is "trying to divide each company with fear that the other will give in.”
And yet, AI will make it easier for the industry to double down on its biggest appeal: volume.