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硅谷坐标 Silicon Valley Vector
Conversations selected for BidClub's technology and investment research archive. BidClub currently indexes 14 episodes.
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硅谷坐标 x FundaAI周默：四大科技公司财报后的AI产业深度观察
大型科技公司的资本开支仍处于高位，Anthropic的收入增长保持强劲。GPU价格、存储长协与供给约束影响成本和议价权，谷歌TPU的CoWoS瓶颈以及微软、Meta的变现与资本配置仍值得跟踪。