SemiAnalysis@SemiAnalysis_ · XAI 摘要
我们关于AI芯片严重短缺的系列报道中，一个贯穿始终的观点是，关于前沿产能的讨论已完全转变，而大多数主流加速器模型尚未跟上N3需求的实际走向。(1/4) 🧵
One of the throughlines in our Great AI Silicon Shortage piece is that the conversation about leading-edge capacity has shifted entirely， and most consensus accelerator models haven't caught up to where N3 demand is actually heading. （1/4） 🧵