https://index.zshipu.com/geek001/tags/SemiAnalysis/ Recent content in SemiAnalysis on 知识铺的博客 Hugo -- gohugo.io zh-CN Thu, 10 Sep 2026 00:00:00 +0000 https://index.zshipu.com/geek001/post/20260910/%E6%95%B0%E6%8D%AE%E4%B8%AD%E5%BF%83%E8%A1%A8%E5%90%8E%E4%BE%9B%E7%94%B5%E4%B8%BA%E4%BD%95%E5%A6%82%E6%AD%A4%E8%89%B0%E9%9A%BE/ Thu, 10 Sep 2026 00:00:00 +0000 https://index.zshipu.com/geek001/post/20260910/%E6%95%B0%E6%8D%AE%E4%B8%AD%E5%BF%83%E8%A1%A8%E5%90%8E%E4%BE%9B%E7%94%B5%E4%B8%BA%E4%BD%95%E5%A6%82%E6%AD%A4%E8%89%B0%E9%9A%BE/ 数据中心表后供电为何如此艰难？ SemiAnalysis最新发布的文章《What is So Hard About Behind-The-Meter Power For Datacenters? Part 1》以“Dumb Science Experiments vs. Money Printing Machines”作为副标题，直接点出数据中心表后供电的现实处境。这一具体对比显示，相关项目更接近高风险实验，而非稳定盈利来源。 文章围绕这一核心矛盾展开分析，