Original post · AI translation
Rohan Paul@rohanpaul_ai
完整视频见 YouTube 频道“All-In Podcast”
Chamath：中期选举后冻结数据中心建设，将有利于超大规模云服务商（Amazon、Meta、Microsoft、Google 和 SpaceX），却会损害所有租用算力的企业。
这些超大规模云服务商已经建成数据中心并拥有电力资源，因此冻结建设会使它们持有的资源更加稀缺、更有价值。
OpenAI 和 Anthropic 等新兴云服务商和实验室每年都需要更多算力才能增长，而冻结建设会切断它们原本指望获得的新供应。
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完整视频见 YouTube 频道“All-In Podcast”（链接见评论）
Original
Chamath: A data center freeze after the midterm election helps the hyperscalers (Amazon, Meta, Microsoft, Google and SpaceX) and hurts everyone who rents compute. The hyperscalers already have built data centers and power, so a freeze makes what they hold scarcer and worth more. Neoclouds and labs like OpenAI and Anthropic need much more compute every year to grow, and a freeze cuts off the new supply they were counting on. ---- Full video on "All-In Podcast" YouTube channel, (link in comment)
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