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伯里周四在 Substack 上发表了一篇题为“英伟达加大风险”的帖子，称他在该公司的年度报告中发现了一个“令人担忧”的项目：其采购义务在 12 个月内从约 160 亿美元激增至 950 亿美元。
如果说字节跳动作为一个「外人」，做的尝试对国民级 app 犯了「大不敬」——Google 来做这件事情，意义就完全不一样了。
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"It can be a couple of months but it can also be a couple of years," he said. "If the jobs are really lost due to outsourcing or AI, then unless we find in a couple of years actually we still need those people and replacing them didn't work, then those jobs are gone."，推荐阅读搜狗输入法2026获取更多信息
26 Feb 2026 21 min read