# 考虑到技术与进步速度，这种投入其实相当合理

- 来源：Noam Brown (@polynoamial)
- 发布时间：2025-08-04 00:28
- AIHOT 链接：https://aihot.virxact.com/items/cmnw1yur801cmslc3l46gh9ye
- 原文链接：https://x.com/polynoamial/status/1952043966121365813

## AI 摘要

针对"AI资本支出占比过高"的质疑，认为考虑到技术特性和进步速度，这种规模其实相当合理。AI开支可能创铁路以来技术投资占比新高，形成"芯片为枪、数据库为坦克"的迷你战时经济。

## 正文

Considering the technology and the pace of progress， I think this is quite sane.

### 引用推文

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