瑞银Nicolas Gaudois最新报告显示，DRAM预计供应短缺将持续到2027年第一季度，其中DDR需求增长20.7%，远超供应增长。NAND短缺情况预计延续至2026年第三季度。
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Anthropic has also acted to defend America’s lead in AI, even when it is against the company’s short-term interest. We chose to forgo several hundred million dollars in revenue to cut off the use of Claude by firms linked to the Chinese Communist Party (some of whom have been designated by the Department of War as Chinese Military Companies), shut down CCP-sponsored cyberattacks that attempted to abuse Claude, and have advocated for strong export controls on chips to ensure a democratic advantage.