A new craze has gripped Silicon Valley of late. Techies looking to prove they are in the vanguard(先锋，先驱) of artificial-intelligence adoption have taken to “tokenmaxxing”, competing with one another to burn through(快速消耗) the most tokens (as the chunks of text processed by AI models are known). Yet as demand for AI soars, those tokens are in increasingly short supply.
最近⼀股新热潮席卷了硅⾕。那些希望证明⾃⼰处在⼈⼯智能应⽤前沿的技术⼈⼠开始搞起了“tokenmaxxing”——互相比拼谁消耗的token（即AI模型处理的⽂本块）最多。然⽽，随着AI需求飙升，这些token越来越供不应求。
In March Anthropic, an AI lab whose models are popular with businesses, began throttling(限制，节流) access to its tools at busy times, It has since been altering its subscription plans, seemingly in a bid to(为了，试图) curb usage. In April its service has experienced outages(服务中断，宕机) of around 30 minutes a day. In March OpenAI, a rival, abruptly shut Sora, its video-generation tool, to redirect scarce computing power. On April 20th GitHub, a coding-collaboration site that is owned by Microsoft, stopped accepting new subscriptions for its programming bot.
今年3⽉，其模型深受企业欢迎的AI实验室Anthropic开始限制⾼峰期对其⼯具的访问，此后⼀直在调整订阅⽅案，似乎是为了遏制使⽤量。4⽉份，其服务每天出现约30分钟的宕机。今年3⽉，竞品OpenAI突然关闭了其视频⽣成⼯具Sora，以重新调配稀缺的计算能⼒。4⽉20⽇，微软旗下的代码协作⽹站GitHub停⽌接受其编程机器⼈的新订阅。
They have had little choice. Demand is rising faster than they can add capacity: between January and March the weekly tokens processed by OpenRouter(①OpenRouter是⼀个模型市场（m...), a model marketplace, quadrupled(翻了两番（变成四倍）). Meanwhile, the industry is racing to build new infrastructure. On April 20th Anthropic announced a $100bn partnership with Amazon to secure up to five gigawatts of server capacity, with nearly a fifth to come online by the end of the year. On April 24th it said that Google would also invest $40bn to help the lab meet its computing needs. On April 27th OpenAI said it was reworking its partnership with Microsoft to allow it to distribute all its products through any cloud provider, giving it greater flexibility to tap into(利用，获取) computing supply.
它们别无选择。需求增长的速度超过了它们增加容量的能力：1⾄3⽉间，模型市场OpenRouter处理的每周token数量翻了四倍。与此同时，整个⾏业正在争相建设新基础设施。4⽉20⽇，Anthropic宣布与亚马逊达成1000亿美元的合作伙伴关系，以确保最多5吉⽡的服务能⼒，其中近五分⼀将在年底前上线。4⽉24⽇，它表⽰谷歌也将投资400亿美元帮助该实验室满⾜其计算需求。4⽉27⽇，OpenAI表⽰正在重新调整与微软的合作伙伴关系，允许其通过任何云提供商分发所有产品，从⽽能更灵活地利⽤计算资源。
