Chamath 预测 2027 年将出现大量闲置算力并引发行业整合
RT Chamath Palihapitiya: As someone with a portfolio of energized land assets here is what I am seeing: 1. Neoclouds are disorganized and poorly capit...
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转推 Chamath Palihapitiya 对算力市场的判断：Neocloud 资本化不足且混乱，Hyperscaler 机构官僚、流程缓慢，他的团队靠速度和条款优势赢得资产。
来源：@labubu_trader · x.com