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Likes ReceivedTwo things that don't add up
First, just days after Meta's "selling computing power" made headlines, another piece of news emerged: According to Korean media Sedaily, Meta is looking for Samsung's foundry to produce its next-generation self-developed AI chip (codenamed MTIA 3), using the most advanced 2nm process, with a scale exceeding 10 trillion Korean won — over six billion US dollars.
Think about this picture.
$Meta Platforms(META.US)$Nebius(NBIS.US)$Coreweave(CRWV.US)
Meta 一卖算力，芯片崩了两天 —— 但真正变的，不是"过剩"
早上醒来，看了一眼消息。Meta 传出要卖算力，市场当场炸了 —— 存储、芯片、设备连着跌了两天。美光一天跌掉一成，闪迪、康宁、应用材料，一个比一个惨。所有人盯着两个字：过剩。Meta 都开始往外卖算力了，是不是说明算力建太多了？是不是资本开支见顶了？是不是 AI 这场盛宴，快散了？我把这两天的消息一条条摊开看。看到第三条的时候，发现不对劲 —— 真正在变的，根本不是"过剩"。 下面一步步说...
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