OpenAI拟于11月12日停止向SpaceX旗下Cursor直接供应模型，但SpaceX同时把大规模GPU算力提供给Anthropic。模型层越来越排他，算力层却仍在跨阵营交易。AI产业正在形成的不是几座封闭联盟，而是一张按产业层级不断变化的竞合网络。
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