The spectacle unfolded against a jarring backdrop: The same week those mega-rounds were announced, AI anxiety triggered a massive selloff in public markets, wiping out roughly $1 trillion to $2 trillion in software and tech market value in a matter of days. Software and services names were at the epicenter, while Big Tech leaders including Amazon, Microsoft, Nvidia, Meta, Alphabet, and Oracle collectively lost more than $1 trillion in market cap as investors questioned whether massive AI capital expenditures would ever earn their keep.
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这就像Android系统名义上是开源的，但谷歌却通过GMS（Google Mobile Services）和Play Store牢牢掌控着生态的咽喉。英伟达在通信领域的布局如出一辙：通过开源软件降低进入门槛，通过CUDA生态建立锁定效应，最终让“硬件无关”的愿景变成“除了NVIDIA硬件，其他都难以满足性能需求”的现实选择。