lokoyacap

X · 23 atoms · 2026-06-24 → 2026-06-28 · 信用档先验 cred3

🟦 fact 5 · 🟥 take 18 · stance ▲15/▼0/◆3

覆盖实体 (top 10)

• OpenAI — 5 atoms
• MU — 3 atoms
• AWS — 2 atoms
• Google — 2 atoms
• memory vendors — 1 atoms
• EDA — 1 atoms
• CDNS — 1 atoms
• SNPS — 1 atoms
• AVGO — 1 atoms
• Uber — 1 atoms

话题分布 (top 8)

AI工具集成 (2) · 数据中心历史 (2) · 运营能力 (2) · 供应紧缺 (2) · 研发效率 (1) · 加速开发 (1) · 合同解读 (1) · 需求热度 (1)

样例 atoms

• 2026-06-24 · memory vendors · The customers are asking (actually begging) for the LTAs. Not $mu or any of the memory vendors.
• 2026-06-24 · OpenAI · Developed from design to production in nine months, accelerated by OpenAI’s models
• 2026-06-24 · MU · The $100B is a contractual minimum and the nature of the acct forces them to use that number for RPO. The actual number is significantly higher
• 2026-06-24 · OpenAI · Given no one else has done this yet, it stands to reason there is some propriety technology here and that's its internal and clearly not merchant.
• 2026-06-24 · EDA · Why is it negative EDA? It’s the opposite. There’s no evidence whatsoever this project obviated the need for EDA, almost no chance OAI is going to sell anything developed here exte

← Author 索引 · 实体目录