Way too early to tell

來源: 三心三意 於 2026-04-11 07:22:17 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (560 bytes)
回答: Enterprise LLM API Market Share by Usage 由 越王劍 於 2026-04-11 06:26:21

In 2023, it is OpenAI killing Google

In 2025, it is Google killing OpenAi

In 2026: it is Anthropics killing everyone else

AI revolution is just the beginning, and narrative will shift. But what stays constant is that we are still in early "build" phase. Regardless which LLM is winning,

chips --- Compute, Memory, Networking (optics)

AI infrastructure --- data center build out, AI cloud

Energe

These sectors are where money will be made for next 12 months

所有跟帖： 

• OPENAI花錢的速度飛快。一旦資金鏈斷裂就完蛋 -越王劍- ♂ 給 越王劍 發送悄悄話 越王劍 的博客首頁 (43 bytes) () 04/11/2026 postreply 07:43:08

• same narrative for 12 months, investors still pour in 110B -三心三意- ♂ 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 04/11/2026 postreply 07:44:11

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