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共 115 篇文章
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Martin Shkreli:大型药企的盲点、做空量子计算,以及监狱教会他的事 | All-In Podcast
Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him
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AI算力扩张的资本与盈利 | SemiAnalysis Weekly
Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets)
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Pat Gelsinger 谈硬件创业与半导体新周期 | a16z
Former Intel CEO: Why This is the Best Time to Build Hardware
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短想:AI云寡头、悲伤的阶段与闪烁的熊市指标
Short Thoughts: The AI Cloud Oligopoly, Stages of Grief & a Flashing Bear Market Indicator
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Amin Vahdat 谈 Google AI 基础设施 | Training Data(Sequoia Capital)
Google's Head of AI Infra, Amin Vahdat, on the Architecture of Intelligence
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Fractile 创始人谈前沿 AI 芯片 | No Priors
Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile
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All-In:特朗普的超级智能峰会、AI 安全协议与中期选举 | All-In Podcast
Trump’s Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
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中国AI数据中心热潮:逐栋设施看建设与租赁
The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model
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Astera Labs三位创始人:建设者心态 | A Bit Personal with Jodi Shelton
Astera Labs: Learning the 'Builder Mindset'