分析称大厂算力向 AI 训练倾斜，AGI 投资将挤压消费端体验
abhiadesai · x · 2026-07-30
Observers note that a key pivot to watch in the AI industry is Meta and other tech giants reallocating compute resources away from serving consumers towards training AI models, or potentially selling compute to OpenAI and Anthropic.
Drawing a parallel to how memory demand increased Mac prices, analysts suggest we are at the beginning of an 'AGI trade' where massive compute needs will crowd out consumer offerings. Furthermore, some argue that if compute becomes too expensive, the only economically viable AI application might be hardening cybersecurity defenses against AI threats.
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