Ben Bajarin· @BenBajarin · X·· 8 天前AI 评分36
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播客上线！本期与 @benbajarin 和 @jaygoldberg 聊美光路线图与 HBM 创新、Meta 的 AI 基础设施，以及 NVIDIA 锁定 AI 供应链，还谈 Lam Research 财报、开源权重模型与个人智能体的吉瓦级成本等话题。
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Pod time go!
Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery With @benbajarin and @jaygoldberg (00:00) Micron's Technology Roadmap & HBM Innovation (03:12) Skipping 4F Squared: A Subtle Dig at CXMT (12:18) Lam Research Earnings: WFE Approaching $200B (17:30) Meta's AI Infrastructure & The Economics of Models (23:28) Open-Weight Models & The Big Tech AI Race (29:26) The Gigawatt Cost of Personal AI Agents (34:30) NVIDIA Locking Down the AI Supply Chain (39:45) Debunking the Amazon GPU Staging Panic (43:33) Data Center Construction Delays vs. Demand Issues (51:00) AI Security Threats & The Blank Check for Cyber Defense (57:07) The Transformational Yet Dangerous Reality of AI在 X 查看被引用的帖子
来源：Ben Bajarin · x.com