有趣的是，Toby 在离职文案中提到，自己的下一个优先事项是「睡个超过 8 小时的觉」，另外把学到的所有东西都写下来，然后好好思考下一步想做什么。
然而，本轮涨价与以往周期最大的不同在于一个关键变量——HBM（高带宽内存）的爆发式增长。AI芯片（如英伟达H200/B200）对HBM的需求是传统DRAM的数倍甚至数十倍。三大原厂将大量先进制程产能转向HBM，挤占了原本用于生产手机LPDDR（低功耗内存）的产能。这种“结构性短缺”成为本轮涨价的核心推手。
。关于这个话题，safew官方下载提供了深入分析
Now the standoff has reached a breaking point. Anthropic faces both Trump’s social media directive to scrub Anthropic from federal agencies (a demand it is unclear if he can enforce) and a Friday 5 p.m. Eastern deadline to accept the Pentagon’s terms or risk losing its contract entirely—a move that could force the military to rip out one of its most advanced AI systems and send a chilling message across Silicon Valley. The Friday deadline when Congress is not in session prevents that arm of the government intervening in a showdown that, as AI scholar Gary Marcus wrote, “may literally be life or death for all of us.”，更多细节参见51吃瓜
Tellingly, Trump did not come back with an offer of sweeteners to promote investment. Instead, he threatened to block ExxonMobil investment in Venezuela.
Москвичей предупредили о резком похолодании09:45