其次，市场规模太小，撑不起业绩反转。
Friends of the Earth, a campaign group, said if all of those data centres came online, "they could consume more electricity each day than the entire country does now".
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设备价格下降，是这门生意能够成立的前提。租金区间从早期的“几万一天”回落到几千元一天，使得更多活动方能够接受成本。这种价格带变化，为市场规模打开了空间。
Anthropic, a company founded by people who left OpenAI over safety issues, had been the only large commercial AI maker whose models were approved for use at the Pentagon, in a deployment done through a partnership with Palantir. But Anthropic’s management and the Pentagon have been locked for several days in a dispute over limitations that Anthropic wanted to put on the use of its technology. Those limitations are essentially the same ones that Altman said the Pentagon would abide by if it used OpenAI’s technology.