Fabricated Knowledge· @fabknowledge · X·· 3 小时前AI 评分27
AI 导读
设想这样一种叙事：民主党横扫对 AI 是利好，因为各家资本开支（CapEx）会减少，扩散模型有时间追上这轮建设。实验室的营收不会失手，因为它们受算力约束。没有期限错配，没有爆雷。所有人都能回到牌桌上。说实话，我觉得这个观点是合理的，算力过剩已被排除在外。
AI 生成摘要 · 以原文为准
正文
Think this is reasonable tbh. Oversupply is off the table.
Imagine this narrative: Dem sweep is bullish AI because everyone spends less on capex and diffusion has time to catch up to the buildout. Labs can’t miss on revenue bc they are compute constrained. No duration mismatch. No blowups. Everybody back in the pool在 X 查看被引用的帖子
来源：Fabricated Knowledge · x.com