"At the moment, oil prices are not particularly high, they are still below where they were even two years ago so we're not in full-blown oil crisis mode yet."
按照较为传统的算力基础设施五年折旧周期来计算,大约对应1400亿美元的AI销货成本,这对AI行业目前的ARR(年度经常性收入)来说是天文数字。虽然OpenAI预计2026年ARR能够突破450亿美元,Anthropic也有望达到类似规模,但这两巨头本身的市占比已接近八成,即使不考虑利润,行业的净收入也很难支撑资本开支。
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"It's a place of extremes, invisible to our eyes, but now revealed in extraordinary detail," said Ashley Barnes, a European Southern Observatory astronomer who helped obtain the new data, in a statement.,这一点在雷电模拟器官方版本下载中也有详细论述
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