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Charles在路上
@Charles77xixi
00后程序员👨🏻💻|前大厂 Infra,目前在做 Game Agent 把 AI 真正用进项目、把工资变成资产,联系方式在个人网站 合作 📮:charles77xixi
@gmail
.com
Joined January 2025
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Charles在路上
@Charles77xixi
2026.07.28 08:51
任何新增算力都会立刻被消耗掉,供给速度始终追不上需求 —— OpenAI 的工业计算负责人 Sachin Katti 早上看了下Sachin Katti的访谈,存储、CPU、GPU这些AI基建的需求都还远远没有到头。挺不理解的是一直有人质疑AI基建和AI领域的大额Capex,目前几乎所有的科技大厂AI相关的Capex都在激增,也能侧面说明在这些大厂掌门人内是达成共识了的:AI就是决定生死的一战,短期的资本开支是可接受的,掉队是不可接受的
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