HPC

3 atoms · 跨 3 天 · 首见 2026-05-18 · 最近 2026-06-25

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

来源: X 3

时态: fresh:3

标签: 好信源:1 · 好数字:1 · 好思考:1

叙事 (narrative) (1)

• 2026-06-25 · 供应链漏洞评估不足
  all of the HPC’s investing so heavily in the build out did not assess game theory of supply chain vulnerabilities in memory where certainty of supply is zero sum
  tags: 好思考 · → daily

事实 (fact) (2)

• 2026-06-05 · 市场规模占比
  Collectively each Hpc does 2% of their mkt cap ($240B)
  tags: 好数字 · → daily
  value: qty=2% · date=
• 2026-05-18 · HPC Spending in 2025
  HPC Spending Cooled in ‘25, Hyperion Says
  tags: 好信源 · → daily
  value: direction=cooled · date=2025

时间轴 (近 20)

• 2026-06-25 · narrative · 供应链漏洞评估不足 · → daily
• 2026-06-05 · fact · 市场规模占比 · → daily
• 2026-05-18 · fact · HPC Spending in 2025 · → daily

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