第二，对AI硬件供应商增长持续性的疑虑。AI芯片供应商英伟达在公布了强劲的季度财报后，其股价并未持续上涨。这一现象揭示了市场的深层担忧：即便是AI基础设施的核心供应商，其增长也高度依赖下游客户（主要是大型云计算公司）的资本支出。当这些客户因巨额投入而面临现金流压力时，市场开始质疑AI硬件采购需求的长期可持续性。投资者Michael Burry将其与2000年时的思科公司类比，指出其高额的采购承诺可能隐藏着需求错配的风险。
Enabling Real-Time Quality Metrics While Transcoding for Livestreams
。关于这个话题，新收录的资料提供了深入分析
You can’t understand the stagnancy of publishing today without understanding this history. When Random House was a tiny independent company, it could make a tidy profit by publishing books that sold just ten thousand copies. But when you’re part of a billion dollar corporation, those books don’t move the needle—you need something bigger and splashier.
Europe’s largest automaker, Volkswagen, is to shed 50,000 jobs by the end of the decade, as it faces falling sales in China and North America and punitive US tariffs imposed by Donald Trump.
，详情可参考新收录的资料
At a glance, the entire function to copy GPU data into memory is 14 lines of code under the function Copy_chunk. This entire function fits onto my screen and I'm able to see everything it does at once.
ВсеИнтернетКиберпреступностьCoцсетиМемыРекламаПрессаТВ и радиоФактчекинг，这一点在新收录的资料中也有详细论述