EPISODE · Feb 24, 2026 · 2 MIN
硅基围城与光子幽灵：算力通胀下的「生存降权」
from D. Brief
硅基围城与光子幽灵：算力通胀下的「生存降权」：2026 年初，AI 产业的空气中弥漫着一种诡异的静谧。这并非创新的停滞，而是一场由产能锁定引发的深海窒息。随着三星与 SK 海力士将 HBM（高带宽内存）产能悉数抵押至年底，硅基时代的算力红利，正在从普惠大众的「石油」演变为少数寡头掌心的…
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硅基围城与光子幽灵：算力通胀下的「生存降权」
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