Ben Bajarin· @BenBajarin · X·· 19 天前AI 评分41
AI 导读
所有相邻的 neocloud、GPUaaS 和 power shell 产能都将被用满。你可以质疑它们的商业模式及其可行性，但无法质疑其产能面临的需求。 再度传出风声：80% 的这类公司无法存活。但电力需求会留存下来。要理解这一现实背后的经济逻辑。
AI 生成摘要 · 以原文为准
正文
All adjacent neocloud, GPUaaS, and power shell capacity will be used. You can quibble with their business models, viability of such, but not the demand for their capacity.
re-rumblings 80% of said cos will not survive. Power demand survives. Understand the economics of that reality.
来源：Ben Bajarin · x.com