#546. Power, Wafers, and the Future of AI Infrastructure
AI infrastructure is undergoing an unprecedented systemic重构 in capitalist history, with power and wafers as the core bottlenecks; Anthropic's $11B monthly ARR surge reveals explosive demand, while TSMC, NVIDIA, and SpaceX are reshaping the global geopolitics of compute.
入选理由:Anthropic单月ARR增长110亿美元,远超市场预期,证明AI基础设施需求远超资本定价能力。

