过去两年,大模型训练与推理带动数据中心用电量呈几何级增长。高盛研报显示,2026至2030年,数据中心将贡献美国电力需求增长的近40%,成为全美第一大新增用电负荷。加州、德州、弗吉尼亚等数据中心密集区,电价一年上涨超20%,居民电费压力直线飙升。
I do remember when looking at the archive, I collected a list of top posters and there were some names there that I just don’t recognize.
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2023年,公司收入高度依赖B端,占比78.1%,C端仅占21.9%;2024年,随着Talkie/星野等应用的爆发,C端占比升至71.4%;2025年,B端增速反超,收入占比从28.6%回升至32.8%,与C端的差距正在收窄。
This has largely been driven by a decision from SpaceX founder Elon Musk to pivot, at least in the near term, from Mars to lunar surface activities and the potential for using material there to build large satellites. But there has been a notable shift from NASA, too, which has started talking a lot more about building up elements of a base on the surface rather than an orbiting space station known as the Gateway.
A closer look at Honor’s Robot Phone