AI infra

4 atoms · 跨 4 天 · 首见 2026-05-12 · 最近 2026-06-19

三色: 🟦 fact 0 · 🟥 take 4 · stance ▲2/▼1/◆1

来源: X 4

时态: fresh:4

标签: 好思考:2 · 好观点:2

叙事 (narrative) (3)

• 2026-05-28 · 调度难题
  One of the hardest problems in AI infra isn’t intelligence — it’s scheduling.
  tags: 好思考 · → daily
• 2026-06-19 · 产能售罄状态
  infra sold out for >12mos
  tags: 好观点 · → daily
  value: date=>12 months
• 2026-05-26 · 当前状态判断
  We can't build data centers fast enough to keep up with demand. We're not building ahead of demand. We're building behind demand.
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-05-12 · constrained by utility planning
  we are going to build too slow in general, and where we do build will be in the wrong places and with fragmented, inefficient piecemeal upgrades.
  tags: 好思考 · → daily

时间轴 (近 20)

• 2026-06-19 · narrative · 产能售罄状态 · → daily
• 2026-05-28 · narrative · 调度难题 · → daily
• 2026-05-26 · narrative · 当前状态判断 · → daily
• 2026-05-12 · forecast · constrained by utility planning · → daily

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