后来者想要挑战这几个巨头?对不起,你不仅没有钱(你有持续多年每年都要投入千亿美元的能力么?),你甚至买不到芯片。因为英伟达、台积电包括HBM储存芯片的产能早已经被巨头们要持续好几年的,每年数千亿美元资本开支预定到数年之后。这些正是人类商业史上最不可逾越的护城河。2026年2月份刚开始,华尔街的交易大厅里就弥漫着一种非常奇怪的焦虑。随着亚马逊、谷歌(Alphabet)、Meta与微软相继发布最新的...
Source Link后来者想要挑战这几个巨头?对不起,你不仅没有钱(你有持续多年每年都要投入千亿美元的能力么?),你甚至买不到芯片。因为英伟达、台积电包括HBM储存芯片的产能早已经被巨头们要持续好几年的,每年数千亿美元资本开支预定到数年之后。这些正是人类商业史上最不可逾越的护城河。2026年2月份刚开始,华尔街的交易大厅里就弥漫着一种非常奇怪的焦虑。随着亚马逊、谷歌(Alphabet)、Meta与微软相继发布最新的...
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