https://55kwukai.github.io/categories/%E6%8A%95%E8%B5%84/ Recent content in 投资 on 吴凯 Kai Wu 的博客 https://55kwukai.github.io/img/wukai.jpg https://55kwukai.github.io/img/wukai.jpg Hugo -- gohugo.io zh-CN Tue, 29 Sep 2026 00:00:00 +0000 https://55kwukai.github.io/posts/investment/economics-of-the-ai-supercycle/ Tue, 29 Sep 2026 00:00:00 +0000 https://55kwukai.github.io/posts/investment/economics-of-the-ai-supercycle/ Stanford MS&E 435《Economics of the AI Supercycle》课程笔记：AI 产业链的利润分布、GPU 经济、数据中心的能源与建设成本。