待翻译：What if the AI capex bubble may not be a bubble after all?

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Aug 18, 2026 – 9.00am The way Satya Nadella tells it, Sam Altman had a killer pitch when first discussing an OpenAI-Microsoft partnership: “knowledge is the log of compute.” In other words, human knowledge – about anything – is an increasing function of the amount of computing power thrown at it. And knowledge increases more and more slowly as more compute is applied. Loading... License article Read More AI Opinion OpenAI Microsoft Anthropic China Nvidia Fetching latest articles