以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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AI compute
14 atoms · 跨 11 天 · 首见 2026-04-29 · 最近 2026-06-28
三色: 🟦 fact 2 · 🟥 take 12 · stance ▲10/▼2/◆0
来源: X 14
时态: fresh:11 · aging:3
标签: 好观点:13 · 好思考:5
叙事 (narrative) (10)
- 2026-06-10 ⭐ · 供应松动时间预期分歧
Some believe supply could begin to ease around mid-2027, while others think meaningful relief may not arrive until late 2027 or even 2028.
tags: 好观点·好思考 · → daily
value: date=['mid-2027', 'late 2027 or even 2028']
- 2026-06-11 · 地缘政治作用
Peace through superior firepower compute
tags: 好观点·好思考 · → daily
- 2026-06-11 · token taxes on compute and robotic labor substitution
Post 2030, add token taxes of 20% on AI compute and robotic labor substitution.
tags: 好观点·好思考 · → daily
value: qty=20% · date=post 2030
- 2026-04-29
[老化中] · persistent supply shortage paradigm
There’s a presumption among AI hardware enthusiasts that we are in a paradigm of persistent “supply shortage”. That may well be the case as demand and adoption for machine intelligence grow exponentially while supply is constrained by supply chain bottlenecks.
tags: 好观点·好思考 · → daily
- 2026-06-28 · Compute remains power, and the scarcest resource in AI
Compute remains power, and the scarcest resource in AI.
tags: 好观点 · → daily
- 2026-06-10 · 供应紧张持续时间
The consensus is that AI compute will remain supply-constrained through next year.
tags: 好观点 · → daily
value: direction=through next year
- 2026-05-09
[老化中] · plotted on linear y-axis as exponential
an exponential plotted with linear y-axis
tags: 好思考 · → daily
- 2026-06-21 · 发展阶段
AI compute is very, very early.
tags: 好观点 · → daily
- 2026-06-14 · 能力提升
Compute and memory alone transform capabilities. We are early.
tags: 好观点 · → daily
- 2026-05-09
[老化中] · nowhere close to maximum amount of compute or intelligence
we are nowhere close to the maximum amount of compute or intelligence
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-05-21 · supply-demand balance
We are quite short of compute, and that is going to result in compute becoming very expensive for complex agentic workflows even as single-turn chatbots get cheaper.
tags: 好观点 · → daily
- 2026-05-14 · compute crunch severity comparison
The compute crunch hasn't even begun by the way. It's going to be worse than COVID
tags: 好观点 · → daily
- 2026-05-06 · investors becoming increasingly exposed to downside risks
investors of AI compute, both the financial and the physical, will become increasingly more exposed to the risks of surprise to the downside
tags: 好观点 · → daily
事实 (fact) (1)
- 2026-06-16 · 短期至中期供给短缺
short-medium run shortage of AI compute
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-06-28 ·
narrative · Compute remains power, and the scarcest resource in AI · → daily
- 2026-06-21 ·
narrative · 发展阶段 · → daily
- 2026-06-16 ·
fact · 短期至中期供给短缺 · → daily
- 2026-06-14 ·
narrative · 能力提升 · → daily
- 2026-06-11 ·
narrative · 地缘政治作用 · → daily
- 2026-06-11 ·
narrative · token taxes on compute and robotic labor substitution · → daily
- 2026-06-10 ·
narrative · 供应紧张持续时间 · → daily
- 2026-06-10 ·
narrative · 供应松动时间预期分歧 · → daily
- 2026-05-21 ·
forecast · supply-demand balance · → daily
- 2026-05-14 ·
forecast · compute crunch severity comparison · → daily
- 2026-05-09 ·
narrative · plotted on linear y-axis as exponential · → daily
- 2026-05-09 ·
narrative · nowhere close to maximum amount of compute or intelligence · → daily
- 2026-05-06 ·
forecast · investors becoming increasingly exposed to downside risks · → daily
- 2026-04-29 ·
narrative · persistent supply shortage paradigm · → daily
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