· 方法论
是的，$MSFT 的交易数据确实有误。这是最后时刻加进去的，但我本应该仔细校对一下。 不幸的是无法编辑 X 帖子，所以我就留在这里说明： - 计算时使用了混合估算值，例如芬兰设施（Mantsala）。你说得对，$MSFT 的交易应该仅按美国本土交易计算。市场费率可能在 200 万美元以上。 - 我根据 X 上的多个 GPU 场景做了拆解，但这只是其中之一。$NBIS 先提升 H200 产能，随后部署 GB300，但这并未展示全貌，所以请忽略该图表。 标准化表格仍然有效，可作为粗略的相对比较。
Yep, the $MSFT deal in specific was off. Threw that in last minute but should have proof-read it. Unfortunately can't edit X posts but I'll just leave this here: - Used a blended estimate eg. Finland facility (Mantsala) for caluations. You're correct in saying $MSFT deal should be US-only deal calculations. Market rates would likely be around $2.0M+ - Did a breakdown of multiple GPU scenarios off X but this was just one of them. $NBIS was ramping up with h200 first then deploying gb300's down the road, but doesn't show the full picture so ignore the chart. Normalization table still stands as a rough relative comparison.