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

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AI 服务暂时不可用,以下为来源摘要,待恢复后补全翻译: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 anyth…

来源Hacker News AI作者: mnoorani
待翻译:What if the AI capex bubble may not be a bubble after all?
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AI 服务暂时不可用,以下为来源正文,待恢复后补全翻译。

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

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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 ot…

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