Scott 这句话有点扎心。
我们以为 AI 最缺的是 GPU,
后来发现 HBM、存储、数据中心也都不够,
再往下看,最缺的可能是电。
而电也不是凭空来的:
Electricity is the bottleneck to AI.
Nuclear is the bottleneck to electricity.
Enrichment is the bottleneck to nuclear.
AI 的瓶颈正在往下沉:
模型 → GPU/HBM/存储 → 数据中心 → 电力 → 核电 → 铀浓缩。
所以 AI 越往后走,
越不像互联网生意,
越像一场工业和能源能力的竞争。
#AI# #HBM# #Energy# #Nuclear# #DataCenter#
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