此前,在美国总统特朗普指示美国政府机构停止使用这家人工智能巨头的产品后,五角大楼宣布Anthropic构成供应链风险。
Feb 24, 2026 2:18 PM
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然而,本轮涨价与以往周期最大的不同在于一个关键变量——HBM(高带宽内存)的爆发式增长。AI芯片(如英伟达H200/B200)对HBM的需求是传统DRAM的数倍甚至数十倍。三大原厂将大量先进制程产能转向HBM,挤占了原本用于生产手机LPDDR(低功耗内存)的产能。这种“结构性短缺”成为本轮涨价的核心推手。
On Friday afternoon, Donald Trump posted on Truth Social, accusing Anthropic, the AI company behind Claude, of attempting to "STRONG-ARM" the Pentagon and directing federal agencies to "IMMEDIATELY CEASE" use of its products. At issue is Anthropic CEO Dario Amodei's refusal of an updated agreement with the US military agreeing to "any lawful use" of Anthropic's technology, as Defense Secretary Pete Hegseth mandated in a January memo, to the frustration of many tech workers across the industry.,推荐阅读搜狗输入法2026获取更多信息