Chamath：中期选举后数据中心冻结利好超大规模云厂商
Chamath 在 All-In Podcast 上分析算力管制后果：超大规模厂商囤的机房更值钱，租算力的 OpenAI 和 Anthropic 就难受了。
Chamath 在 All-In Podcast 上表示，中期选举后的数据中心建设冻结会让 Amazon、Meta、Microsoft、Google 和 SpaceX 等超大规模厂商受益。这些厂商已经建成了数据中心和电力资源，供给冻结使其手中资源更稀缺、价值更高。而 OpenAI、Anthropic 等实验室和 neocloud 厂商每年需要大量新增算力，冻结会切断它们赖以扩张的新增供给。
Chamath: A data center freeze after the midterm election helps the hyperscalers (Amazon, Meta, Microsoft, Google and SpaceX) and hurts everyone who rents compute.
The hyperscalers already have built data centers and power, so a freeze makes what they hold scarcer and worth more.
Neoclouds and labs like OpenAI and Anthropic need much more compute every year to grow, and a freeze cuts off the new supply they were counting on.
---- Full video on "All-In Podcast" YouTube channel, (link in comment)
