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这种规模的投资远超经济产出——这不是普通的预算问题,而是结构性回报难题。这就是AI基础设施的“投资悖论”:超大规模云服务商们陷入了典型的“囚徒困境”——没有人敢停止投资,因为担心失去竞争优势;但持续加码投资,又在不断摧毁股东价值。

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Yesterday, Axios reported that Hegseth gave Anthropic a deadline of 5:01 PM on Friday to agree to the Pentagon's terms. At the same time, the DoD requested an assessment of its reliance on Claude, an initial step toward potentially labelling Anthropic as a "supply chain risk" — a designation usually reserved for firms from adversaries like China and "never before applied to an American company," Anthropic wrote.

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進口稅的增加可以由出口企業(即向美國客戶銷售進口產品的公司)和美國消費者共同承擔。

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