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.
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但从2024 年开始，这套运行多年的逻辑，正在悄然失效。时间走到 2026 年，曾经熟悉的周期剧本彻底改写，整个存储行业，正同时发生五大关键变化。在此转变之下，存储芯片产业正经历一场从“规模驱动的周期博弈”向“技术驱动的价值竞争”的根本性转向。
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