Just the other day, I chatted with someone who not only lost a drone (a big deal, but something the insurance will cover), but that drone contained a 1TB storage card with days of footage (something the insurance won't cover).
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这种规模的投资远超经济产出——这不是普通的预算问题，而是结构性回报难题。这就是AI基础设施的“投资悖论”：超大规模云服务商们陷入了典型的“囚徒困境”——没有人敢停止投资，因为担心失去竞争优势；但持续加码投资，又在不断摧毁股东价值。，更多细节参见下载安装汽水音乐
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