科技巨头被迫变身“能源运营商”,自己建电厂、买绿电、组网供电。资本开支从“买芯片”转向“买电力”,行业壁垒极高,最终形成巨头封闭的算力能源圈。
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While providing chips for companies across the AI sector, Nvidia has also laid out plans in recent weeks to generate demand with new technologies of its own.