SemiAnalysis@SemiAnalysis_
46AI 编辑部评分,满分 100
2026-08-10 09:34· 40分钟前
AI 导读

埃隆的套路:先建数据中心,最后再买GPU。只要接近通电运行的状态,你就突然掌握了所有筹码。

Elon's playbook: build the datacenter first, buy the GPUs last. Get close enough to powering on, and suddenly you're holding all the leverage.

来源:SemiAnalysis · x.com