a16z· @a16z · X·· 10 天前AI 评分62
AI 导读
a16z 发布数据指出电力是 AI 建设最大瓶颈之一，美国本土电气设备制造产能正在萎缩。2019 年以来美国工厂产能变化为通信设备 +110%、半导体 +77%、计算机 +16%、电气设备 -9%；同期电气设备价格上涨 69%，为四类中最大涨幅。
AI 生成摘要 · 以原文为准
正文
Power is one of the AI buildout's biggest bottlenecks, and US capacity to make electrical equipment is shrinking
US factory capacity since 2019:
- Comms equipment: +110%
- Semis: +77%
- Computers: +16%
- Electrical equipment: -9%
Electrical equipment prices are up 69%, the biggest jump of the four categories
Charts of the Week: https://www.a16z.news/p/charts-of-the-week-attention-is-all
来源：a16z · x.com