盘点藏在算力里的隐形赛道：这三大材料或迎来价值重估

一边是字节跳动连夜上调AI基建预算，1000多亿砸向芯片采购和服务器；另一边马斯克更是大刀阔斧，直接拆分估值2500亿美元的xAI，还把耗资打造的顶级超算全部对外租赁。AI行业单纯拼应用、拼流量的时代彻底结束了。现在所有资本、巨头，都在扎堆争抢同一个东西——算力底座。今天我们来盘点一下藏在算力里的隐形赛道~

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盘点藏在算力里的隐形赛道：这三大材料或迎来价值重估

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