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Esyion
@esyion_
“INTJ | Cat lover 🐱 | AI & Emerging Tech Enthusiast | Gadget Geek | Rational mind in a chaotic world”
0.1km
Joined February 2023
139
Following
152
Followers
329
Posts
Esyion
@esyion_
35 minutes ago
@hazenlee
哈哈哈哈,笑死我了
Esyion
@esyion_
43 minutes ago
@melekiiste
为什么我会收到土耳其的推文?土耳其能看到我的推文吗?
Esyion
@esyion_
about 2 hours ago
@shadouyoua
至少能通电,可以当个风扇
Esyion
@esyion_
about 2 hours ago
有人把AI未来3年的核心瓶颈排了个序: 1. 存储(HBM + DRAM + eSSD,已经涨价、签长单、利润兑现) 2. 光互连(800G / 1.6T + Scale-Up + Scale-Across,连接接棒算力) 3. 先进封装(CoWoS + CoPoS + HBM封装,HBM和GPU放量的前提) 4. ASIC + Networking(自研芯片、交换芯片、SerDes、DSP,MRVL/AVGO核心位置) 5. 电力 / AI Factory(变压器、电网、UPS、800V DC、BBU,并网容量是真瓶颈) 6. 液冷(DLC、CDU、冷板,高功率机柜必选项) 7. 核能 / 发电(长期空间巨大,但兑现节奏慢于电力设备) 8. PCB / ABF / CCL(AI服务器和先进封装配套材料,真实受益但控制力弱于前面) 9. MLCC / 被动元件(高频高压高功率带来用量提升,属于配套瓶颈) 10. 半导体设备(检测、量测、测试、先进封装设备,卖水给淘金者) 11. Physical AI(机器人、自动驾驶、工业AI,空间大但2026仍偏预期) 12. Agent / 数据层(方向确定,但赢家和利润分配还不清晰) 13. 稳定币 / AI金融(AI Agent支付层,空间大但商业化还早) 未来三年市场会越来越关注:谁是真瓶颈,谁能把瓶颈兑现成利润,谁控制下一代架构。 我目前最看好的,还是存储第一,光互连第二,先进封装第三。因为AI发展到最后,拼的是谁真正卡住了整个产业链的命脉。
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Esyion
@esyion_
about 2 hours ago
说个暴论,“人”才是世界上最聪明的人工智能
Esyion
@esyion_
about 2 hours ago
炫耀一下对象送的pocket4😆
esyion_'s tweet video.
Esyion
@esyion_
about 2 hours ago
刚开通了Premium,然后For you全是蓝V互关的.......
Esyion
@esyion_
about 2 hours ago
@all7i8n9
互关一波
Esyion
@esyion_
about 3 hours ago
@liyue_ai
主要是腿又点短了
Esyion
@esyion_
about 3 hours ago
@Huouo908070
厉害啊,咋做到的
Esyion
@esyion_
about 13 hours ago
@noahduck283
那咱俩差不多,我会击打乐:退堂鼓
Esyion
@esyion_
1 day ago
Esyion
@esyion_
1 day ago
@zaijianlaowang
蹦老头,你被崩了
Esyion
@esyion_
2 days ago
@bade1hp
47+48……
Esyion
@esyion_
2 days ago
@onlyskypace
1
Esyion
@esyion_
2 days ago
@seyirnotlari
Layout 1🥸
Esyion
@esyion_
2 days ago
@corndogjpn2
我感觉vim在服务区上是最好用的。但是在ide里就算了
Esyion
@esyion_
3 days ago
WTF?800上门安装ClaudeCode????????,还有61个人想要……
Esyion
@esyion_
3 days ago
@KriptoCapris
我想了解下这份工作,土耳其的凌晨1点到6点正好是我们这边的白天时间
Esyion
@esyion_
3 days ago
@realchendahuang
责任连带了吧,为什么不再找两个人呢?
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