传输成了AI发展瓶颈对大多数人来说，这两家公司非常陌生。它们不开发AI模型，不生产GPU，也不做服务器。它们制造的是以光速传输数据的技术。在AI基础设施里，它们的位置非常关键。英伟达投资的信号非常明确：AI算力已经不再是唯一瓶颈，数据传输速度正在成为新的限制。黄仁勋说：“能源效率是我们的首要优先事项。关于信息传输、比特翻转和比特传输的物理定律，限制了我们能够完成的事情。”
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So, Anthropic: please make a new Slack. The world needs it.