新一輪供應鏈緊縮正在迫近人工智慧的繁榮浪潮，當華爾街開始接近它願意將資本提供給矽谷的極限時。
A new supply crunch is closing in on the AI boom as Wall Street starts to reach the limits of how much capital it’s willing to hand over to Silicon Valley. Hyperscalers have already been grappling with shortages of chips, materials and other physical inputs needed for AI infrastructure. They are also running out of political capital as voters push back on the aggressive data center build-out. Now the spigot of money
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