英伟达警告游戏GPU供应紧张，或预示涨价和缺货将至
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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Филолог заявил о массовой отмене обращения на «вы» с большой буквы09:36
Anthropic had refused Pentagon demands that it remove safeguards on its Claude model that restrict its use for domestic mass surveillance or fully autonomous weapons, even as defense officials insisted that AI models must be available for “all lawful purposes.” The Pentagon, including Secretary of War Pete Hegseth, had warned Anthropic it could lose a contract worth up to $200 million if it did not comply. Altman has previously said OpenAI shares Anthropic’s “red lines” on limiting certain military uses of AI, underscoring that even as OpenAI negotiates with the U.S. government, it faces the same core tension now playing out publicly between Anthropic and the Pentagon.
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