为什么要花几百上千亿买“备胎”？因为英伟达的垄断溢价，已经让这些硅谷巨头感到了切肤之痛。
"But you must keep up the exercise regime. Because you're staying fit in space, not for space itself, but for when you return back to the punishing gravity environment of Earth. Those first two or three days back on Earth can be really punishing."
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The creator, who uses the online handle RadialB, says he didn't expect to spawn copycats or be politically provocative. He says his content is intended to be funny - but that he also wants people to believe his fake scenes are real to grab their attention.
然而，本轮涨价与以往周期最大的不同在于一个关键变量——HBM（高带宽内存）的爆发式增长。AI芯片（如英伟达H200/B200）对HBM的需求是传统DRAM的数倍甚至数十倍。三大原厂将大量先进制程产能转向HBM，挤占了原本用于生产手机LPDDR（低功耗内存）的产能。这种“结构性短缺”成为本轮涨价的核心推手。