Astra 太火导致 200 美元档算力吃紧

Crossroads @Dr_Crossroads原推发布于 2026.09.11

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We are still underappreciating how much compute is going to be required over the next few years, to the benefit of names like $CRWV and $NBIS, which are probably not going to $0. Astra is a roaring success, and in my time with it, I am truly impressed. As such, OpenAI has no more available compute to facilitate their $200 plan. They also announced they are increasing compute spend projections from $600b to $750b (though note this is still a far cry from the $1.4T number they mentioned last year).

这条是引用着另一条写的：x.com/thsottiaux/status/2098113585683808624