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。关于这个话题，51吃瓜提供了深入分析
展望长期，两个关键变量值得关注。一是国产存储厂商（长鑫存储、长江存储）的产能提升能否平抑价格。目前看，在LPDDR5X等高端领域，国产渗透率尚低，短期内难以撼动定价权。二是端侧AI能否真正普及，证明“大内存”的体验价值。如果用户花了钱却没感受到AI的便利，后续换机动能将进一步枯竭。
Sasha Baker, head of national security policy at OpenAI, and Katrina Mulligan, who leads national security for OpenAI for Government, also spoke at the OpenAI all-hands, according to the source. One of those officials said the relationship between Anthropic and the government had broken down because Anthropic cofounder and CEO Dario Amodei had offended Department of War leadership, including publishing blog posts that “the department got upset about.”
And now, look at him go!