当单一供应商占据了绝大多数份额时，下游 AI 模型跑得再快，大部分利润都会被“卖铲子的人”抽走。Meta 的“备胎转正”战略，本质上是在用海量的资本，强行砸出一个充分竞争的硬件市场。
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一名伊朗私營部門的發言人說：「沒有投資人想擴張或創造工作機會。他們只在想怎麼保住公司。」
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