中文翻译
$IREN CEO 在 Anthropic 关于前沿模型放缓的通话中表示：“即使模型从此不再改进……仅部署现有能力所需的算力，也将超过世界未来数年能构建的总和。”我同意，当前叙事让人想起 $NVDA DeepSeek 抛售潮或 $GOOGL TurboQuant 恐慌。结果如何？这些每年发生一两次的恐慌最终都被证明对整体 AI 建设无关紧要。尤其是当我们的需求合同已涵盖从先进封装到内存采购直至 2030 年代的整个周期时。
· 供应链分析
AI算力需求长期锁定，短期恐慌不影响整体建设。
英文原文
$IREN CEO on Anthropic call for frontier slowdown: “Even if models never improved from here… just rolling out what they can already do would take more compute than the world can build for years” I agree, and current narrative is reminiscent of the $NVDA DeepSeek selloff or the $GOOGL TurboQuant scare. Guess what happened? These scares once or twice a year all turn out to be immaterial to the overall AI buildout. Especially when we have contracted demand all the way into the 2030’s now from advanced packaging to memory procurement.