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The neocloud boom is essentially driven by Anthropic: of the $157 billion in orders at publicly listed prices signed this year, Anthropic accounts for $90 billion (57%), mitigating the risk of compute shortages through a multi-chip strategy spanning Trainium, TPU, NVIDIA, and AMD.
作者认为 OpenAI 削减 200 美元订阅计划只是开始，AI 订阅价格最终都会向 API 价格看齐，并警告用户不要通过订阅间接补贴 AI 公司的数据中心建设成本。
The article discusses a silent crisis in the storage market, where NAND flash prices have surged due to production shifts towards AI data centers, leading to supply shortages and price hikes for consumer electronics.
The author recalls the previous prediction of the inflection point in AI upstream hardware hype, believes that the market will see sector rotation with downstream software benefiting, and points out that the increase in retail investors will amplify volatility but make the pattern more certain.
The author comments that recent market trends align with their previous predictions, believing AI development has entered a new phase where the upstream corrects and the downstream software benefits, reaffirming confidence in the second-half trend.
Binance's US stock trading platform has reached $1 billion in assets under management and over $3 billion in trading volume within just 30 days of launch. Tech sector trading volume is 23 times that of other sectors, highlighting retail investors' strong preference for tech and semiconductor stocks.
The article argues that AI's insatiable demand for memory is driving up production costs of smartphones, ending the era of cheap handsets and pricing out low-income consumers, particularly in Africa and the Middle East.