瑞银Nicolas Gaudois最新报告显示，DRAM预计供应短缺将持续到2027年第一季度，其中DDR需求增长20.7%，远超供应增长。NAND短缺情况预计延续至2026年第三季度。
If Anthropic doesn't relent, experts say its best bet would be legal action. But will the Pentagon's proposed penalties be enough to scare a profit-driven startup into compliance? Hegseths' threats reportedly include invoking the Defense Production Act, which gives the president authority to direct private companies prioritize certain contracts in the name of national defense. The military could also sever its contract with Anthropic and designate it as a supply chain risk. That would force other companies working with the Pentagon to certify that Claude isn't included in their workflows.
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《人物》杂志还在报道中指出：尼克2016年接受其采访时，曾谈到自己长达数年的毒品成瘾经历。这段经历始于他十几岁出头，导致他一度流落街头。他表示，大约从15岁开始，便反复进出戒毒康复机构；随着成瘾问题不断加重，他逐渐与家人疏远，并在多个州经历了长时间的无家可归生活。