贝恩基准情景预计全球数据中心IT容量到2030年净增约149 GW
贝恩全球基准情景预计，到2030年数据中心IT容量累计净增约149 GW。年度新增量预计从2026年的约20 GW升至2029—2030年的36 GW；美国约占新增容量的50%—67%，近期占比可能更高。
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X·财经博主AI 评分5555 X·财经博主AI 评分3737 $AAOI is... finally... done...
$AAOI is... finally... done... With their $600m ATM program, turns out it's ~$105.36 average. I do think AOI outperforms $LITE, as long as they stop filing these ATM programs. Just due to their sheer magnitude of ramp with $471m/month transceiver revenue + 400K/month ELSFP https://t.co/uq4WwGAe
X·财经博主AI 评分33 Why be a hyper and have a supply chain of 100s or 1000s of employees when you just need one guy…
Why be a hyper and have a supply chain of 100s or 1000s of employees when you just need one guy with the right group chat access 引用 @NegativeAlp：If anyone has access to these turbine telegram chats can you please DM me? Are we really selling turbines in the secondary markets? This feels crazy
X·财经博主AI 评分2929 Per reports, both Microsoft and Meta with significant cuts. Given Anthropic’s revenue concentration…
Per reports, both Microsoft and Meta with significant cuts. Given Anthropic’s revenue concentration and contribution from top 2 customers (of which many people assume Meta was), this could be a meaningful drag on the trajectory of growth. Token cost optimization era has began in 引用 @amir：Microsoft
X·财经博主AI 评分66 The difference in what Anthropic and OpenAI as well as many others give you in value for a…
The difference in what Anthropic and OpenAI as well as many others give you in value for a subscription is insane. We tested Meta, Minimax, Kimi, Grok, and Cursor subscriptions 引用 @SemiAnalysis_：It doesn't make sense to say a subscription plan is worth $ X in isolation. The way to think about subs
X·宏观AI 评分6767 沙特将11月远东旗舰原油OSP定为较Dubai低5美元
沙特将11月远东旗舰原油OSP定为较Dubai基准低5美元，10月为低2美元。原文称，这是六年来即新冠疫情以来最大折价；交易员此前预期11月会出现溢价。
X·宏观AI 评分1414 COLUMN: Your oil columnist ditched his gasoline car and bought an EV.
COLUMN: Your oil columnist ditched his gasoline car and bought an EV. “The oil crises of 1973-1979 dramatically reduced the rate of global oil demand growth. Will the current shock do the same? It’s early days, but the parallels are striking.” @opinion https://t.co/tuxKIK9ZLb
X·宏观AI 评分6767 OKX与ICE合资公司计划向SEC申请代币化股票交易平台
OKX与ICE合资公司计划向SEC提交申请，提出建立代币化股票交易平台。作者称这是SEC代币化创新豁免政策框架下的首例申请，也是合资公司自6月正式成立后首次公布业务进展；成立时双方曾宣布将共同开发代币化证券等金融产品、机构级数字资产衍生品和24/7相关业务。
X·科技公司AI 评分1515 USAID engaged in election interference and regime change around the world, causing massive strife
USAID engaged in election interference and regime change around the world, causing massive strife 引用 @MikeBenzCyber：Here’s a shocking statistic you may not know. USAID more than doubled its spending on Brazil as soon Bolsonaro won their 2018 election. This was not because Brazil suddenly needed twi
X·财经博主AI 评分2929 OAI and Ant are also at ~30-40% inference with the rest allocated for training
OAI and Ant are also at ~30-40% inference with the rest allocated for training It’s one of the most important assumptions in all of compute/tokenomics because it dictates how much compute is monetized and the monetization rate As these guys all scale from 1-2 gigs to 5 GW and 引用 @jukan05：Appare
X·财经博主AI 评分2121 I get the call out on aggressive valuations for the labs (which should be litigated in public and…
I get the call out on aggressive valuations for the labs (which should be litigated in public and we’ll see how the IPOs do) but comparing multiples or against historical revenue without accounting for growth (amongst the fastest we’ve ever seen in capitalism) and the rapid 引用 @craigweiss：if meta w
X·宏观AI 评分2626 感觉小火箭RKLB又值得好好看看，这次核心逻辑有几个：
感觉小火箭RKLB又值得好好看看，这次核心逻辑有几个： 1、首先最重要的为了收购Iridium铱星通信筹集资金进行ATM增发股票融资在9月中已经结束了。 引用 @qinbafrank：怎么看RKLB今天发布的二季度财报？简单说就是当季经营非常强，但边际信息偏弱。详细聊聊： 1、RKLB处于历史最强阶段。，Q2营收创纪录达到2.341亿美元，同比增长62%；积压订单达到23.56亿美元，同比增长137%；GAAP毛利率、非GAAP毛利率和调整后EBITDA均明显好于公司此前指引。Space https://t.co/SMyvdJ5U77
X·宏观AI 评分3131 当被问到：你后悔说过“我现在就是庄家”吗？
当被问到：你后悔说过“我现在就是庄家”吗？ 贝森特说：“不后悔，因为你看，庄家也不是每一把都赢，庄家玩的是概率长期下来你会赢。我无法控制债券市场。我能做的是让人们慢下来思考，而非控制市场。” 对美债收益率上升，贝森特认为与全球趋势一致，并非美国特有现象：“如果出现 https://t.co/XP3h9Nkluv 引用 @qinbafrank：“我现在是庄家，所以当我们干预日元的时候，我对日本人、日本央行、日本决策层要做什么了如指掌，你们要想跟我对赌就尽管来。这是贝森特昨晚在访谈中直接说的，当一位曾经参与成功狙击过英镑和泰铢、在外汇市场有着丰富经验的基金经理成为了美国财政部长，他确实有着极强
X·宏观AI 评分4545 基于 Coherenr 专家访谈估算 COHR 业绩
基于 Coherenr 专家访谈，文章估算 COHR 可插拔光模块业绩：800G 与 1.6T 产品合计销售额预计从 2025 年的 41.9 亿美元增至 2026E 的 62.6 亿美元。文中还引用观点称，Cohr 经营效率低于 Lite，但基本面并不差。
X·宏观AI 评分1818 油价与美债联动相关性升至 35 年来最高
油价与美债联动相关性升至 35 年来最高 https://t.co/BY34TwZD7B 引用 @qinbafrank：昨晚的美股债市总结下来就是一句话：弱非农把10月加息概率进一步压低，AI高beta继续主导市场，但债市给出的信号远没有股市乐观。这里的核心还是油价和长债收益率。 1、油价方面： 1）好的层面
X·宏观AI 评分1111 看@jason_chen998和@PhyrexNi只是因为吐糟项目几句代币解锁就被取消了，已经跟明抢也差不多了。这也是之前一直在聊加密领域核心症结之一：项目团队权力很大、约束很小、作恶成本很低、道德风…
看@jason_chen998和@PhyrexNi只是因为吐糟项目几句代币解锁就被取消了，已经跟明抢也差不多了。这也是之前一直在聊加密领域核心症结之一：项目团队权力很大、约束很小、作恶成本很低、道德风险贼高。所以加密领域要进一步发展、不仅是创新和价值落地，还要对应的组织架构变化。去年A16Z呼吁用更优的激 https://t.co/CBhswZ2Emo 引用 @jason_chen998：刚才发现Opinion这个狗操的畜生项目方因为昨天发了一条吐槽他们的推文后，把我们几个所有骂过的投资者代币解锁全部终止了，只解锁了第1个月，后面全部取消直接不给了🤣这就是伟大的蛆块链，在股市如果你是一家公
X·宏观AI 评分4545 高通AI智能体故事线刚刚开始受到关注
高通（QCOM）的AI智能体故事线开始受到关注。引用内容称，Muse charm 将由高通 Snapdragon 提供动力，并提到 CA 曾表示高通正与 OpenAI 和 Meta 合作。
X·宏观AI 评分5353 伊朗称霍尔木兹海峡在七项条件满足前不会重新开放，报道三艘油轮遇袭
作者提到，伊朗周日再次强调，霍尔木兹海峡在七项条件得到满足前不会重新开放。作者转述报道称，周六至周日又有三艘油轮在霍尔木兹海峡被袭击，并提示关注当天油价走势。https://t.co/uuxhQGAcyY
X·宏观AI 评分1818 The Bond Pivot: Jim Bianco On Why It’s Time To Start Buying Bonds
The Bond Pivot: Jim Bianco On Why It’s Time To Start Buying Bonds https://t.co/SyHexlpDlA
X·宏观AI 评分1717 才发现BlueOrigin蓝色起源刚刚完成一轮100亿美金的融资，估值超过1400亿美金。现在蓝色起源主力火箭New
才发现BlueOrigin蓝色起源刚刚完成一轮100亿美金的融资，估值超过1400亿美金。现在蓝色起源主力火箭New https://t.co/3OMmnZGAdf 引用 @qinbafrank：感觉小火箭RKLB又值得好好看看，这次核心逻辑有几个： 1、首先最重要的为了收购Iridium铱星通信筹集资金进行ATM增发股票融资在9月中已经结束了。
X·宏观AI 评分2828 As we discussed on MacroTalk this week, the crude market has solved a lot of the supply problem…
As we discussed on MacroTalk this week, the crude market has solved a lot of the supply problem with high surcharges. How its working in detail free on the blog app this week: https://t.co/G2YelbKO66 引用 @BobEUnlimited：Expensive Supply Surging flows through Hormuz via high risk ship-to-ship transfe
X·宏观AI 评分3434 Had the pleasure of meeting Michelle at an event in Toronto a few weeks ago—she’s fantastic, and…
Had the pleasure of meeting Michelle at an event in Toronto a few weeks ago—she’s fantastic, and I’d encourage folks to listen. Our conversation was scheduled before the latest controversy cycle, and I think a lot of people would be surprised to hear how Kpler analysts interpret 引用 @DropSiteNews：
X·宏观AI 评分2020 🎙️ NEW PODCAST 🎧
🎙️ NEW PODCAST 🎧 In the latest ep of Oil Ground Up I was joined by Michelle Brouhard, head of policy and geopol risk at @Kpler, to talk about oil’s spiralling geopolitical mess, the diesel crisis, and what she really thinks about rising Hormuz oil flows https://t.co/ANumxzxKe4
X·宏观AI 评分1313 Rational Dissent Episode 011.
Rational Dissent Episode 011. Three Risks That Matter More Than Terminator AI Available on YT, Apple, Spotify, Overcast, etc. Looking past the sensational headlines, we analyze the measurable risks truly driving markets—from Europe's winter energy vulnerabilities and cracks in https://t.co/Pizl2m
X·宏观AI 评分1010 For those who think asset values can't be allowed to drop because the deficit needs cap gains or…
For those who think asset values can't be allowed to drop because the deficit needs cap gains or else it will blow up. If cap gains went to zero (which of course is nonsense ) what would happen to the deficit?
X·宏观AI 评分1010 Prepare for escalation of Houthi attacks on Saudi Red Sea shipping and coastal oil assets.
Prepare for escalation of Houthi attacks on Saudi Red Sea shipping and coastal oil assets. https://t.co/xpYt4YCNXh
X·宏观AI 评分4242 沙特支持的也门武装发起全面军事行动，试图夺回胡塞武装控制区
沙特支持的也门武装发起全面军事行动，试图夺回胡塞武装控制的所有地区。此前，伊朗支持的胡塞武装与沙特阿拉伯之间已持续数周升级。
X·宏观AI 评分4040 与《华尔街日报》Georgi Kantchev谈本周霍尔木兹袭击增加及石油外运流量变化
发文者与《华尔街日报》记者 Georgi Kantchev 讨论本周霍尔木兹袭击增加，此前石油外运流量显著恢复。石油流量出现放缓或回落的初步迹象，但要确认是否形成持续转折仍需时间。
X·宏观AI 评分1616 Treasury Secretary Scott Bessent tells Axios's he thinks Fed Chairman Kevin Warsh is "doing well."
Treasury Secretary Scott Bessent tells Axios's @mikeallen he thinks Fed Chairman Kevin Warsh is "doing well." "If I look at my call sheet every day, I probably have a hundred calls to make. I think if you're Fed chair, you probably have three. So part of my job is to make sure https://t.co/JK3V5uxD
X·宏观AI 评分2323 Iranian oil minister Mohsen Paknejad has resigned, according to state media, which didn't give any…
Iranian oil minister Mohsen Paknejad has resigned, according to state media, which didn't give any reason for his departure. Paknejad had been oil minister since Aug 2024. Hamid Bovard named acting minister.
X·宏观AI 评分00 Thanks to for the video clip.
Thanks to @cbcwatcher for the video clip. Can find the original here: https://t.co/9OhNDvdvG2
X·宏观AI 评分1414 Spoke with CBC this morning about the latest developments in the the Strait of Hormuz, the broader…
Spoke with CBC this morning about the latest developments in the the Strait of Hormuz, the broader oil market, and what it means for you and your wallet at the pump. Watch: https://t.co/tKBahkwVUf
X·宏观AI 评分1515 Last week was mainly about bond market volatility, with evidence of spillover, and continued equity…
Last week was mainly about bond market volatility, with evidence of spillover, and continued equity market resilience due to data and Fedspeak. This week, we get the Fed minutes and lots of interesting data. For more details, please see one of the links below for my weekly note
X·科技公司AI 评分1414 Helpful guide to hiring your first employee.
Helpful guide to hiring your first @Grok @Bot employee. It really is like hiring an amazing helper that learns your needs and gets smarter almost every day! 引用 @distortgeekin：Grok Bot could be the first thing you hire instead of prompt It can own a job, work inside your tools for hours and come
X·科技公司AI 评分88 5 live football games streamed simultaneously on a commercial flight with
5 live football games streamed simultaneously on a commercial flight with @Starlink 引用 @cb_doge：BREAKING: A passenger used @Starlink to stream 5 live college football games at once across 3 seatback screens and 2 laptops from his own empty exit row. United now has Starlink on 500+ planes. https://
X·财经博主AI 评分00 Ok I’ll bite - why is Hermes so good? Still have never tried it
Ok I’ll bite - why is Hermes so good? Still have never tried it 引用 @jumperz：my tier list of AI agents so far https://t.co/Wr5K5Nv1XC
X·财经博主AI 评分1616 Power On: After years without a design chief overseeing both its hardware and software design…
Power On: After years without a design chief overseeing both its hardware and software design teams, new Apple CEO John Ternus has found one: himself. https://t.co/Q1wCIzdXvO
X·财经博主AI 评分1717 Since becoming CEO, he’s immersed himself in the industrial design and human interface teams.…
Since becoming CEO, he’s immersed himself in the industrial design and human interface teams. People familiar with the department say he works hands-on in the studio several times a week, sometimes visiting multiple times a day. Cook typically visited for about an hour monthly. 引用 @markgurman：Power
X·财经博主AI 评分2323 Apple’s touch-screen and OLED MacBook Pro has one more thing: they are lighter — Significantly…
Apple’s touch-screen and OLED MacBook Pro has one more thing: they are lighter — Significantly lighter. Apple has reengineered the machine’s interior, miniaturizing parts and rearranging components to make the computer much easier to carry. https://t.co/DoNlYNekE0
X·财经博主AI 评分4444 亚马逊据《金融时报》正探索约80亿美元英伟达芯片售后回租方案
亚马逊正探索对英伟达芯片进行约80亿美元的售后回租，以已安装硬件融资，同时保留算力。亚马逊还拟向投资者提供该融资载体最高10%的股权，并借此拓展公司债以外的融资渠道。