芯片短缺危机

半导体行业观察
Mar 13

公众号记得加星标⭐️,第一时间看推送不会错过。代币需求正呈爆炸式增长,对人工智能计算的需求也在持续加速。模型能力的提升以及智能体工作流程的快速发展,推动了用户采用率和代币总需求的激增。仅在二月份,Anthropic 就新增了高达 60 亿美元的年度经常性收入 (ARR),这主要得益于智能体编码平台 Claude Code 的广泛应用。如果 Anthropic 拥有更多计算资源,其新增收入还会更高。...

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