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Articles here track the infrastructure deals, capex, and financing that determine who gets enough compute to move faster.",[11,20,27,35,42,49,56,63,70,77,84,91,98,105],{"id":12,"slug":13,"title":14,"summary":15,"category":16,"image_url":17,"cover_image":17,"language":18,"created_at":19},"28c7aae6-f1dc-4264-8334-6fb93cbffb8e","openai-122b-raises-852b-valuation-2026-zh","OpenAI 募資衝到 8520 億美元估值","OpenAI 最新募資衝到 1220 億美元，估值拉到 8520 億美元。這筆錢多半綁在算力、分期與供應商合作，重點不是現金一次到位，而是 AI 基礎設施的長約。","industry","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782619377056-s05b.png","zh","2026-06-28T04:02:31.752768+00:00",{"id":21,"slug":22,"title":23,"summary":24,"category":16,"image_url":25,"cover_image":25,"language":18,"created_at":26},"7d73898b-ddb7-4326-a8a5-94d1afb5311c","anthropic-overseas-data-center-push-right-move-zh","Anthropic 海外資料中心擴張是對的：算力已是全球戰略資產","Anthropic 擴張澳洲與日本資料中心是正確選擇，因為美國本土算力已不足以支撐其成長，海外分散反而能提升供給、韌性與安全性。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782406974421-rxl5.png","2026-06-25T17:02:28.557827+00:00",{"id":28,"slug":29,"title":30,"summary":31,"category":32,"image_url":33,"cover_image":33,"language":18,"created_at":34},"05f9fc54-03f5-456e-9afb-68bcde52f3d9","cursor-spacex-ai-coding-productization-zh","Cursor把AI編程寫成產品","我拆解Cursor相關消息，整理出AI編程先變現的路徑，以及能直接套用的產品模板。","tools","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782277401593-t9xx.png","2026-06-24T05:02:57.192238+00:00",{"id":36,"slug":37,"title":38,"summary":39,"category":16,"image_url":40,"cover_image":40,"language":18,"created_at":41},"13040748-79b4-4554-92c6-c3eca7649760","canada-scip-890m-sovereign-ai-compute-zh","加拿大砸 8900 萬加幣建主權 AI 算力","加拿大 SCIP 已截止申請，投入約 8.9 億加幣，目標是打造由加拿大掌控的公共 AI 超級電腦，提供研究與產業算力。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780894976392-k03t.png","2026-06-08T05:02:30.337324+00:00",{"id":43,"slug":44,"title":45,"summary":46,"category":16,"image_url":47,"cover_image":47,"language":18,"created_at":48},"6dbeb225-6229-48c6-b5fa-b04087650202","5-alphabet-ai-funding-takeaways-zh","5 個 Alphabet AI 融資重點","5 個重點看懂 Alphabet 的 800 億美元 AI 融資計畫、資本支出上修與市場訊號。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780881468110-1tjm.png","2026-06-08T01:17:22.685331+00:00",{"id":50,"slug":51,"title":52,"summary":53,"category":16,"image_url":54,"cover_image":54,"language":18,"created_at":55},"dabd5bde-f9bc-4ce7-aedb-ee7fff799184","openai-guaranteed-capacity-compute-customers-zh","OpenAI 開賣算力保留方案","OpenAI 推出 Guaranteed Capacity，讓大客戶用 1 到 3 年合約預留算力。這代表 AI 服務開始像雲端一樣，先買容量，再談使用。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779288852934-al0b.png","2026-05-20T14:53:42.665101+00:00",{"id":57,"slug":58,"title":59,"summary":60,"category":16,"image_url":61,"cover_image":61,"language":18,"created_at":62},"7b15e626-2168-4252-9a76-8584a8a232c2","why-ais-real-moat-is-data-extraction-not-model-size-zh","為什麼 AI 的真正護城河是資料擷取，不是模型大小","AI 的勝負關鍵不是誰的模型更大，而是誰能取得真實用戶資料、工作流程與算力，並把它們變成可持續的產品優勢。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778987023560-f6ge.png","2026-05-17T03:03:19.241641+00:00",{"id":64,"slug":65,"title":66,"summary":67,"category":16,"image_url":68,"cover_image":68,"language":18,"created_at":69},"c3b45aac-c24c-4c09-9e95-73ff729d9a62","why-ai-infrastructure-is-now-the-real-moat-zh","為什麼 AI 基礎設施才是真正的護城河","AI 競爭的核心已經從模型展示轉向算力、分發與產品限制，誰能穩定拿到資源並大規模交付，誰才有護城河。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778875851377-xatg.png","2026-05-15T20:10:37.227561+00:00",{"id":71,"slug":72,"title":73,"summary":74,"category":16,"image_url":75,"cover_image":75,"language":18,"created_at":76},"4e52bbcc-1bd2-40db-a1d0-14b6a37fe977","anthropic-1-8b-akamai-compute-deal-zh","Anthropic 與 Akamai 的 18 億美元算力交易","Anthropic 與 Akamai 簽下 18 億美元、7 年算力合約，反映 Claude 需求持續升高，也看出 AI 公司搶算力的速度有多兇。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778688680767-3fxw.png","2026-05-13T16:10:32.539329+00:00",{"id":78,"slug":79,"title":80,"summary":81,"category":16,"image_url":82,"cover_image":82,"language":18,"created_at":83},"2e07ca96-1b8e-4f91-bfa8-88f36b6871fd","microsoft-80-billion-ai-capex-decade-zh","為什麼微軟 800 億美元 AI 資本支出，是這十年最重要的企業財務決策","微軟的 800 億美元 AI 建設不是單純擴張，而是這十年最關鍵的企業財務押注：誰掌握 AI 基礎設施經濟，誰就掌握企業運算的定價權。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778275248738-06ky.png","2026-05-08T21:20:26.445519+00:00",{"id":85,"slug":86,"title":87,"summary":88,"category":16,"image_url":89,"cover_image":89,"language":18,"created_at":90},"f1b006dc-8e44-479d-bc27-fb9c3feefa16","openai-compute-infrastructure-beyond-10gw-zh","OpenAI 盯上 10GW 以上算力","OpenAI 正把美國資料中心擴建規劃推到 10GW 以上，並和夥伴一起評估各州站點。這篇整理它在找什麼、為何算力變成瓶頸，以及和其他雲端與 AI 基礎設施玩家怎麼比。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1777972250202-me5c.png","2026-05-05T09:10:28.81315+00:00",{"id":92,"slug":93,"title":94,"summary":95,"category":16,"image_url":96,"cover_image":96,"language":18,"created_at":97},"928c175c-82fb-41d1-af0d-c399c57ff07a","amazon-25b-anthropic-compute-deal-zh","亞馬遜砸 250 億美元，買的是算力","Amazon 對 Anthropic 再投最高 250 億美元，Anthropic 也承諾 10 年內在 AWS 花超過 1000 億美元。這筆交易核心不是股權，而是算力、晶片與雲端容量。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1776773039136-mz9c.png","2026-04-21T12:03:38.770069+00:00",{"id":99,"slug":100,"title":101,"summary":102,"category":16,"image_url":103,"cover_image":103,"language":18,"created_at":104},"310e952f-c78b-4052-951f-09eab63d76ba","openai-pauses-uk-data-centre-plan-costs-zh","OpenAI 暫停英國資料中心計畫","OpenAI 暫停英國 Stargate UK 資料中心計畫，理由是電價、法規與版權不確定性。它仍會留在英國，繼續招募人才並推進 AI 業務。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1775822993235-lxuq.png","2026-04-10T12:09:35.023618+00:00",{"id":106,"slug":107,"title":108,"summary":109,"category":16,"image_url":110,"cover_image":110,"language":18,"created_at":111},"ecf5f498-545d-4216-af0c-3715371ef582","ai-funding-records-2026-zh","2026 AI募資衝破天花板","OpenAI、Anthropic、xAI 和 Waymo 在 2026 年拉高 AI 募資天花板，四筆最大交易擠進史上前五。","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1775138628002-dowr.png","2026-04-02T14:03:31.562102+00:00",1]