投资小红书-第273期人工智能竞争的“上半场”已落幕,以模型性能论英雄的时代成为过去,“下半场”的应用千帆竞发。随着AI走向现实世界,成本则成为参与者们的胜负手。全世界都在寻找便宜的Token,“下半场”将考验着参与者们的硬件设施。形势比人强,国际巨头们不得不重金投入基础设施建设。统计数据显示,亚马逊、谷歌等公司拟在2026年进行6500亿美元的资本开支。但这一消息犹如投下重磅炸弹,吓坏了投资者,...
Source Link投资小红书-第273期人工智能竞争的“上半场”已落幕,以模型性能论英雄的时代成为过去,“下半场”的应用千帆竞发。随着AI走向现实世界,成本则成为参与者们的胜负手。全世界都在寻找便宜的Token,“下半场”将考验着参与者们的硬件设施。形势比人强,国际巨头们不得不重金投入基础设施建设。统计数据显示,亚马逊、谷歌等公司拟在2026年进行6500亿美元的资本开支。但这一消息犹如投下重磅炸弹,吓坏了投资者,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.