中文翻译
我相当确定两者之间存在某种中间地带，甲骨文(Oracle)可能会推迟部分计划，而OpenAI/甲骨文通过CNBC发布消息表示建设仍在继续。 彭博社(Bloomberg)经常发布极其耸人听闻的文章，算法通常会随之跟进。 不过，昨天关于$NVDA和$AMD的虚假出口管制报道尤其恶劣。
· 供应链分析
驳斥NVDA/AMD出口管制误报，指出媒体煽动性报道影响算法。
英文原文
Pretty sure there’s some middle ground between the two with Oracle maybe delaying some parts of it while OpenAI/Oracle via CNBC putting out that the buildout is continuing. Bloomberg runs extremely sensational articles and algorithms usually follow that. Yesterday’s false export control reporting on $NVDA and $AMD was especially egregious though.