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OpenAI gave fewer details on the Nvidia partnership, but said it had committed to using “3GW of dedicated inference capacity and 2GW of training on Vera Rubin systems” as part of the deal.

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Laura Ullrich, director of economic research at Indeed, said in her view another reason hiring appetites took a hit last year was the uncertainty stemming from the Trump administration's cuts to government spending and his programme of tariffs.

在这个“验证真空期”,保持对上游基础设施的战术性配置,同时在中下游寻找“商业模式验证”的先行者,或许是最稳妥的投资策略。

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