📰 2026-04-17 06:00 更新
🔸 The Beginning of Scarcity in AI / 人工智能稀缺的开始
🔗 The Beginning of Scarcity in AI
🔥 18 points
原文:
For the first time since the 2000s, technology companies are confronting the limits of their supply chain. GPU rental prices for Nvidia’s Blackwell chips hit $4.08 per hour this week, up 48% from $2.75 just two months ago. CoreWeave raised prices 20% & extended minimum contracts from one year to three. “We’re making some very tough trades at the moment on things we’re not pursuing because we don’t have enough compute.” – Sarah Friar, OpenAI CFO This scarcity is already reshaping access. A…
译文:
自2000年代以来，科技公司首次面临供应链的限制。英伟达Blackwell芯片的GPU租赁价格本周达到每小时4.08 $ ，比两个月前的2.75 $上涨了48%。CoreWeave将价格提高了20% ，并将最低合同期限从一年延长至三年。“我们目前正在进行一些非常艰难的交易，因为我们没有足够的计算能力。” – Sarah Friar ， OpenAI C FO这个稀缺性已经重塑了访问权限。一个…
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