在中国：紧抓东数西算、绿色算力、源网荷储一体化三大机遇，向西部枢纽节点、新型电力系统、绿电交易、算力调度等高增长领域流动。掌握复合能力的人才，将享受未来十年的行业红利。
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I completely ignored Anthropic’s advice and wrote a more elaborate test prompt based on a use case I’m familiar with and therefore can audit the agent’s code quality. In 2021, I wrote a script to scrape YouTube video metadata from videos on a given channel using YouTube’s Data API, but the API is poorly and counterintuitively documented and my Python scripts aren’t great. I subscribe to the SiIvagunner YouTube account which, as a part of the channel’s gimmick (musical swaps with different melodies than the ones expected), posts hundreds of videos per month with nondescript thumbnails and titles, making it nonobvious which videos are the best other than the view counts. The video metadata could be used to surface good videos I missed, so I had a fun idea to test Opus 4.5:
Source: Computational Materials Science, Volume 266
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然而，本轮涨价与以往周期最大的不同在于一个关键变量——HBM（高带宽内存）的爆发式增长。AI芯片（如英伟达H200/B200）对HBM的需求是传统DRAM的数倍甚至数十倍。三大原厂将大量先进制程产能转向HBM，挤占了原本用于生产手机LPDDR（低功耗内存）的产能。这种“结构性短缺”成为本轮涨价的核心推手。
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