Rohan Paul (@rohanpaul_ai) · 2026/10/21 20:43:17
Pichai 称 2027 年算力已售罄 谷歌被迫租赁短期资源
出处作者 / 发布主体：Rohan Paul (@rohanpaul_ai)原标题：Compute for 2027 is basically already gone
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核心综述
谷歌 CEO Sundar Pichai 透露，面向 2027 年的算力资源已基本被预订殆尽，新客户极难获取。为应对供需失衡，谷歌去年不得不通过租赁短期算力来缓解部分客户需求。这一表态凸显了 AI 基础设施长期处于极度紧缺状态，且头部厂商的自有产能规划已难以覆盖未来需求。
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Rohan Paul (@rohanpaul_ai) · 2026-10-21 12
Compute for 2027 is basically already gone
"If if today a customer is coming out and asking us for compute in 2027, that is incredibly difficult to do. thats part of the reason even last year we went out and leased some short-term compute was to accommodate some customers and help them out."
- Sundar Pichai
Full video on "Alex Kantrowitz" YouTube channel, (link in comment)
