# SemiAnalysis发布超大规模与AI实验室估算

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-07-08 09:00
- AIHOT 分数：29
- AIHOT 链接：https://aihot.virxact.com/items/cmrbdqlc802y2ihl1icl1u1n5
- 原文链接：https://x.com/SemiAnalysis_/status/2074659884398739889

## AI 摘要

"你应该订阅你的tokenomics模型，这样你就能读到这样的好文章"

Tokenomics订阅者今天获得了SemiAnalysis最新的超大规模和AI实验室估算。长话短说，AI支出持续加速，超大规模厂商正在受益。联系sales@semianalysis.com了解更多。

## 正文

"you should subscribe to your tokenomics model so you can read bangers like this"

Tokenomics Subscribers got access to SemiAnalysis' latest Hyperscaler and AI Lab Estimates today. Long story short， AI spend continues to accelerate and hyperscalers are benefitting. Contact sales@semianalysis.com to learn more"