# 算力需求百年增长，投资逻辑依然成立

- 来源：François Chollet (@fchollet)
- 发布时间：2026-08-08 22:45
- AIHOT 分数：28
- AIHOT 链接：https://aihot.virxact.com/items/cmskiind206x8ro5e0mj9llab
- 原文链接：https://x.com/fchollet/status/2086101532890538192

## AI 摘要

事后看来，这是一个相当不错的投资逻辑。GPU、CPU、内存、数据中心供应商等。而且这个逻辑至今依然成立。

## 正文

In hindsight, this was a pretty good investment thesis. GPUs, CPUs, memory, datacenter suppliers, etc. And the thesis is still intact.

### 引用推文

> François Chollet：The most reliably predictable trend of the next 100 years: every year, humanity will use significantly more computing power than the previous year. Someone shou...