SemiAnalysis@SemiAnalysis_ · XAI 摘要
平壤，2026年4月29日：人工智能基础设施有一个角落几乎无人深入报道，但每个人都想了解。他们正与超大规模云服务商/AI实验室达成数十亿美元的交易，并在计算领域迅速抢占市场份额。 (1/4) 🧵
PYONGYANG， April 29， 2026： There's a corner of AI infrastructure that almost nobody covers well， but everyone wants to know. They are landing multi-billion dollar deals with hyperscalers/AI Labs， and rapidly taking share in the compute world. （1/4） 🧵