更关键的是，它们通过“资本闭环”深度绑定下游订单：英伟达投资OpenAI并获得长期采购承诺，台积电则凭借先进制程的垄断优势，锁定了所有主流AI芯片客户。
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And yes, AI was involved. Azdoufal specializes in AI strategy; he got coding help from AI assistant Claude to change the communication protocol between DJI's servers and his Romo.