compute demand

3 atoms · 跨 2 天 · 首见 2026-06-03 · 最近 2026-06-21

三色: 🟦 fact 0 · 🟥 take 3 · stance ▲2/▼1/◆0

来源: X 3

时态: fresh:3

标签: 好思考:2 · 好观点:1

叙事 (narrative) (2)

• 2026-06-03 · not increasing significantly relative to today’s expectation
  you have a confident grasp of demand for compute over time not increasing significantly relative to today’s expectation
  tags: 好思考 · → daily
• 2026-06-21 · non-temporary status
  Ergo, the compute demand is not temporary
  tags: 好观点 · → daily
  value: date=2026-06-21

预测 (forecast) (1)

• 2026-06-03 · may soar past current expectations as AI diffuses through economy
  it very well may be that as AI diffuses through the economy, compute demand soars past current expectations
  tags: 好思考 · → daily

时间轴 (近 20)

• 2026-06-21 · narrative · non-temporary status · → daily
• 2026-06-03 · narrative · not increasing significantly relative to today’s expectation · → daily
• 2026-06-03 · forecast · may soar past current expectations as AI diffuses through ec · → daily

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