AI收入增速超算力供给 算力价格或迎10倍上涨
算力将按被替代人力定价而非成本，AI收入增长远超算力供给，价格或暴涨10倍。
AI智能体正在逼近甚至取代人类知识工作，但算力供给每年仅增长约3倍。以Anthropic为例，若其年收入达到1万亿美元，而算力租金与所替代的人力价值存在15倍差距，算力价格可能进入10倍以上的超级通胀周期。
正文摘录
 新智元报道  When AI agents begin to approach—or even replace—human knowledge work, how should the price of compute be repriced? In his latest blog post, renowned tech podcaster Dwarkesh Patel puts forward a bold extrapolation: if AI lab revenue continues its rapid growth (e.g., Anthropic reaching $1 trillion by the end of next year), while compute supply only grows roughly 3x per year, then the price of compute could rise by more than 10x.   The Price of Silicon-Based Labor H100 + AI = A $25…