数据中心供应链博弈

Marc Andreessen 🇺🇸 (@pmarca) 转发了 Sar Haribhakti (@sarthakgh) 的帖子： “The data centre bonanza is a special kind of opportunity: one where deep-pocketed buyers like Silicon Valley’s hyperscalers are willing to open their wallets to pay for fast, reliable access to industrial technology. It offers a chance for the US to get ahead in the next key technologies and to build domestic supply chains based on demand rather than subsidies and tariffs. Preventing construction will not only deny the US as much as a percentage point in annual GDP growth in the coming years and a shot at leading the development of critical technologies. It will deliver those opportunities to competitors. Beijing is reportedly working on a $ 295bn plan to fund data centre construction.” > **引用原帖 Josh Zoffer (@joshzoff):** > I’m in @FT today making a simple argument: data centers are creating market-driven demand for American-made industrial tech. This is the kind of industrial renaissance Ds and Rs say they want, but politics are pushing hard the other way. /1 > https://t.co/wrNTocQdNQ > https://x.com/joshzoff/status/2073799941433053532