更关键的是，它们通过“资本闭环”深度绑定下游订单：英伟达投资OpenAI并获得长期采购承诺，台积电则凭借先进制程的垄断优势，锁定了所有主流AI芯片客户。
// Oops — forgot to call reader.releaseLock()
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如果你在两年前问一个硅谷投资人，AI最核心的竞争壁垒是什么，答案几乎是一致的：算力。谁有更多的GPU，谁就有更强的模型，谁就赢了。
Cloudflare chief technology officer Dane Knecht wrote in reply to Graham’s post that he agreed with Graham, linking back to a post he made earlier this year in which he claimed taste will be the differentiator in engineering in 2026.