算力 on 扯谈艺术家https://iamjohnwang.com/tags/%E7%AE%97%E5%8A%9B/Recent content in 算力 on 扯谈艺术家Hugozh-cnThu, 02 Jul 2026 00:00:00 +0800Meta带崩AI板块，或许和Manus收购流产有关系？https://iamjohnwang.com/posts/industry-observation/meta-manus-ai-capacity/Thu, 02 Jul 2026 00:00:00 +0800https://iamjohnwang.com/posts/industry-observation/meta-manus-ai-capacity/<p>今天美股半导体板块和韩国海力士的集体下挫，引发了市场对AI硬件产能过剩的担忧。直接导火索是华尔街披露的内幕消息：Meta正在秘密推进代号为“Meta Compute”的云业务，计划对外出租富余的AI算力。</p>