一场新一轮的供应紧张正在迫近人工智能的繁荣时期，因为华尔街开始接近它愿意提供的资本上限， Silicon Valley 的投资人正开始变得谨慎。
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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