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\u7e3d\u90e8\u4f4d\u65bc\u820a\u91d1\u5c71\u7684\u7814\u7a76\u7cbe\u54c1\u5e97SemiAnalysis\u65bc2026\u5e748\u67087\u65e5\u767c\u5e03\u4e86\u4e00\u7bc7Substack\u6587\u7ae0\uff0c\u8868\u793a\u9019\u4e9b\u76ee\u6a19\u770b\u8d77\u4f86\u5408\u7406\u3002\u9019\u4efd\u7531Jeremie Eliahou Ontiveros\u3001Rey Knuhtsen\u548cJordan Nanos\u64b0\u5beb\u7684\u5831\u544a\uff0c\u4e26\u672a\u5c07\u99ac\u65af\u514b\u7684\u8a08\u756b\u8996\u70ba\u5e7b\u60f3\u3002\u76f8\u53cd\uff0c\u5b83\u5c07\u9019\u4e9b\u6578\u5b57\u8996\u70baSpaceX\u5982\u679c\u7e7c\u7e8c\u4ee5\u99ac\u65af\u514b\u627f\u8afe\u7684\u901f\u5ea6\u524d\u9032\uff0c\u5be6\u969b\u4e0a\u53ef\u80fd\u5617\u8a66\u7684\u4e8b\u60c5\u3002\u8a72\u516c\u53f8\u7684\u89c0\u9ede\u5f88\u91cd\u8981\uff0c\u56e0\u70ba\u5b83\u5c07\u4e00\u500b\u5f15\u4eba\u6ce8\u76ee\u7684\u9858\u666f\u8f49\u5316\u70ba\u83ef\u723e\u8857\u53ef\u4ee5\u5efa\u6a21\u7684\u878d\u8cc7\u548c\u7522\u80fd\u554f\u984c\u3002<\/p>\n
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SemiAnalysis\u9032\u4e00\u6b65\u63cf\u8ff0\u4e86\u5fae\u8edf\u8207SpaceX\u4e4b\u9593\u53ef\u80fd\u9054\u6210\u76843 GW\u30011500\u5104\u7f8e\u5143\u5408\u7d04\u3002\u5b83\u8868\u793a\uff0c\u9019\u7b46\u4ea4\u6613\u53ef\u80fd\u63a8\u52d5Azure\u6536\u5165\u6210\u9577\u5f9e\u7d0442%\u57282027\u5e74\u8d85\u904e100%\u3002\u8a72\u516c\u53f8\u7684\u7814\u7a76\u5718\u968a\u76f4\u8a00\u4e0d\u8af1\u5730\u6307\u51fa\u4e86\u9019\u500b\u6a5f\u6703\uff1a\u300c\u7c21\u800c\u8a00\u4e4b\uff0c\u5fae\u8edf\u6709\u5de8\u5927\u7684\u52d5\u6a5f\u76e1\u5feb\u63a1\u8cfc\u76e1\u53ef\u80fd\u591a\u7684\u767e\u842c\u74e6\u3002\u6f5b\u5728\u5f71\u97ff\u662f\u5fae\u8edfAzure\u7684\u6536\u5165\u6210\u9577\u5f9e\u76ee\u524d\u7684\u7d0442%\u52a0\u901f\u52302027\u5e74\u8d85\u904e100%\u3002\u300d\u9019\u7a2e\u8aaa\u6cd5\u8db3\u4ee5\u63a8\u52d5\u80a1\u50f9\uff0c\u5c24\u5176\u662f\u7576\u5b83\u6697\u793a\u6210\u9577\u52a0\u901f\u800c\u4e0d\u53ea\u662f\u7a69\u5b9a\u9700\u6c42\u6642\u3002<\/p>\n
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SemiAnalysis\u4e5f\u4e3b\u5f35\u878d\u8cc7\u662f\u53ef\u63a7\u7684\u3002\u8a72\u516c\u53f8\u8868\u793a\uff0c\u7d50\u5408Nvidia\u7684\u4f9b\u61c9\u5546\u878d\u8cc7\u548c\u6bcfMW\u6bcf\u5e743000\u842c\u81f35000\u842c\u7f8e\u5143\u7684\u6ea2\u50f9\u904b\u7b97\u5b9a\u50f9\uff0c\u8cc7\u672c\u652f\u51fa\u53ef\u80fd\u5728\u4e0d\u5230\u4e00\u5e74\u5167\u56de\u6536\u3002\u9019\u662f\u4e00\u500b\u5927\u81bd\u7684\u4e3b\u5f35\uff0c\u61c9\u88ab\u8996\u70ba\u7814\u7a76\u5718\u968a\u81ea\u5df1\u7684\u4f30\u8a08\uff0c\u800c\u975e\u5df2\u78ba\u7acb\u7684\u5e02\u5834\u4e8b\u5be6\u3002\u4f46\u9019\u4e5f\u662f\u4e00\u7a2e\u6846\u67b6\uff0c\u8b93\u9f90\u5927\u7684\u8cc7\u672c\u8a08\u756b\u807d\u8d77\u4f86\u4e0d\u50cf\u767b\u6708\u8a08\u756b\uff0c\u800c\u66f4\u50cf\u4e00\u5834\u9ad8\u98a8\u96aa\u7684\u7522\u696d\u5957\u5229\u3002<\/p>\n
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