与前两轮周期不同，本轮上行不再依赖个人消费端需求，而是以企业级AI资本开支为核心。韩华投资证券分析师Park Jun-young在 2 月 24 日发布的一份报告中预测，2026年全球存储市场规模将比上年增长159%，达到5749亿美元，是2018年1599亿美元的3.6倍。 具体而言，他预测DRAM市场将同比增长 192%，达到4399亿美元，NAND市场将增长 88%，达到1350亿美元。
“Chase your talents, not your dreams,” Witherspoon said.
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The fierce standoff over Claude isn’t just a contract fight. It’s about who controls the future of military AI. In Washington and Silicon Valley, a conflict once relegated to specialist policy briefings has burst into view as arms-length diplomacy between the U.S. Department of Defense and Anthropic, the San Francisco-based AI lab, approaches a critical […]
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