Gold and silver flows disrupted as Iran war grounds flights

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而拿下 Meta 这个全球最贪婪的算力吞噬兽,无疑是谷歌向英伟达下达的最强战书。同时,谷歌在底层软件生态上的妥协也立了大功——TPU 近期大幅优化了对 PyTorch(Meta 主导的 AI 框架)的原生支持,这让 Meta 的研发团队终于可以顺滑地将模型迁移到谷歌的硬件上。

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But the note cautioned against treating AI as an “immediate fiscal windfall.” Before productivity fully kicks in, governments face upfront costs that could strain budgets already burdened by post-pandemic debt. Government spending explicitly earmarked for AI remains modest—often only a fraction of a percent of GDP—but a sea of hidden costs could make the transition much more difficult for budgets to handle.