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Anthropic was the only AI company cleared for use in classified settings—until Elon Musk’s xAI agreed to let the Pentagon use its AI in lawful situations. Google and OpenAI are used in unclassified settings but are in talks with the Defense Department about classified work.
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中游的优势在于规模效应显著，边际成本随业务扩张不断递减，且客户迁移成本高，黏性极强。但行业竞争激烈的同时，也潜藏着两大风险：一是价格战频发，压缩盈利空间；二是高度依赖下游需求持续性，若AI应用商业化进程延迟，算力租赁需求可能出现下滑。
In his simulations, it was extremely rare for someone to have their mutual first picks; but many people had those that were second or third picks. In this scenario a couple counts as happy if each is near the top of the other's list and neither can find someone they and that other person would both prefer more.