# Codex 等需求激增，AI 公司将进入供不应求阶段

- 来源：Tibo (@thsottiaux)
- 发布时间：2026-04-04 08:50
- AIHOT 链接：https://aihot.virxact.com/items/cmnw1ywmb01jzslc37qr0pzhu
- 原文链接：https://x.com/thsottiaux/status/2040230479392395539

## AI 摘要

Codex 及其他 AI 服务需求激增，行业即将进入供不应求阶段。未来竞争关键在于算力容量与模型效率，作者认为其所在公司兼具这两项优势。

## 正文

From the surge in demand on Codex and many other services， it is clear that AI companies are going to go through a phase of demand outpacing supply. Two things will be most important， having the most capacity and having the most efficient models. I believe we have both.