Way too early to tell

来源: 三心三意 于 2026-04-11 07:22:17 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (560 bytes)
回答: Enterprise LLM API Market Share by Usage 由 越王剑 于 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花钱的速度飞快。一旦资金链断裂就完蛋 -越王剑- ♂ 给 越王剑 发送悄悄话 越王剑 的博客首页 (43 bytes) () 04/11/2026 postreply 07:43:08

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

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