EPISODE · Feb 22, 2026 · 2 MIN
算力通胀的幽灵与光子计算的「暴力破局」：硅基文明的物理尽头
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算力通胀的幽灵与光子计算的「暴力破局」：硅基文明的物理尽头：2026 年 2 月，三星与 SK 海力士的 HBM 产能被云端巨头锁定至年底的消息，像一块巨石砸入本就波诡云谲的算力市场。在「HBM 产能真空期」的阴影下，中小 AI 公司正面临一场生死时速的突围。然而，在硅基芯片的物理极限面前，单纯的产…
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算力通胀的幽灵与光子计算的「暴力破局」：硅基文明的物理尽头
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