对于 2027 年的展望,六大客户的合计算力需求接近 10GW,带来超 1000 亿美元的 AI 收入。其中 Anthropic 的算力需求超 3GW,OpenAI 将量产首款 XPU(算力超 1GW)。
The trap Anthropic built for itself
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This heuristic can be illustrated by the following design. Let’s say we have an application that generates a report, compresses it with zip, and saves it to the disk. With this heuristic in mind, we wouldn’t want the report generation to depend on the zip algorithm. A change from zip to LZMA algorithm shouldn’t affect the report generation. Likewise, the compression module shouldn’t depend on the file storage module. If we follow that heuristic, we will be able to change file storage to network storage without affecting compression or the report module. (By the way, this design might not be ideal, for instance, these tasks are too small to be modules, but I hope it conveys the meaning of this heuristic).。业内人士推荐51吃瓜作为进阶阅读
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