英特尔CEO陈立武直言，AI相关的需求增加，已对电脑和智能手机方面的传统供应带来了压力，导致存储芯片短缺，价格持续上涨，在2028年前不会缓解。这和瑞银分析师团队的预测大致相同，其指出，在当前AI数据中心持续扩张的背景下，全球存储产业正呈现出明显的结构性分化，行业层面出现“有意义的供给缓解”最早也要到2028年前后。
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"The policy environment has shifted toward prioritizing AI competitiveness and economic growth, while safety-oriented discussions have yet to gain meaningful traction at the federal level," the company wrote. "We remain convinced that effective government engagement on AI safety is both necessary and achievable, and we aim to continue advancing a conversation grounded in evidence, national security interests, economic competitiveness, and public trust. But this is proving to be a long-term project—not something that is happening organically as AI becomes more capable or crosses certain thresholds."
Americans are destroying Flock surveillance cameras