AI浪潮之下，一场关于算力的“闪电战”已经打响。当AWS、谷歌云等传统巨头在GPU短缺中挣扎时，一个千亿美元的“新云”（Neocloud）市场正野蛮生长。CoreWeave，一家从加密矿场转型的“裸金属”巨头 ，凭借与英伟达的深度绑定关系，以未来合同为抵押，撬动超百亿美元债务，发动了激进的扩张。而它的挑战者Nebius，源自“俄罗斯版谷歌”Yandex，在经历“企业出埃及记”后，凭借“全栈”解决方案和稳健的财务，悄然崛起，并刚斩获微软194亿美元大单。激进杠杆对决稳健全栈，英伟达为何同时扶持“两个儿子？当传统云巨头开始奋起反击，在这场高风险的举债游戏中，谁能笑到最后，谁又将成为泡沫破灭时的第一个牺牲品？ 你会看到： 00:00 - 01:28 狂热与赌局并存：AI新云市场的崛起与裂变 01:28 - 03:57 CoreWeave基因：从加密矿场到手握25万块GPU的AI金矿 03:57 - 07:30 “新云”诞生：“GPU专卖店”填补AI市场算力缺口 07:30 - 09:38 获得顶级AI玩家的亲睐：只卖毛坯房的 “裸金属”巨头 09:38 - 11:29 负债百亿的“金融游戏”：把GPU当抵押品的激进 ...

Amazon Web Services is back online after a major outage that took down parts of the internet. AWS, which powers everything from Netflix to government websites, suffered widespread disruptions in its main US East region. The issue stemmed from a domain name system or DNS failure that rippled across more than 70 AWS services, including Amazon.com, Alexa, and even some customer support systems. Amazon says all services returned to normal operations Monday evening, though some systems are still processing backl ...