#546. Power, Wafers, and the Future of AI Infrastructure
跨国串门儿计划3114 字 (约 13 分钟)
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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。
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