METHOD & DATA
方法与数据说明 / Method & data
先说明证据怎么分级、各板块怎么做、哪里还缺，再读内容。How evidence is graded, how each section is built and what is still missing — read this before the content.
这是什么What this site is
这是一个研究整理站点：把公司产品报告、财报问答、分析师与架构师的公开材料、Hot Chips 提问模式、政策与标准放在同一张地图里，并明确每条信息的来源与证据强度。它不是投资建议，也不是对人物私下想法的复刻。A research compilation: company product reports, earnings Q&A, public material by analysts and architects, Hot Chips question patterns, policy and standards sit on one map, with the source and strength of evidence made explicit. It is not investment advice and does not reproduce anyone’s private thinking.
证据级别Evidence levels
| 级别Level | 含义Meaning |
|---|---|
| primary-read | 已打开并阅读官方或公司原始文件。Official or company primary document opened and read. |
| primary-located | 已定位官方文件，但细节取自摘要。Official document located; details taken from summaries. |
| secondary | 律所、智库或媒体摘要，未核对原文。Law-firm, think-tank or press summaries; primary text not checked. |
| editorial / 编辑归纳 | 本站的归纳、映射与教学模型；用于提出可检验的问题，不是已核实结论。This site’s own synthesis, mappings and teaching models; they pose testable questions and are not verified conclusions. |
| synthetic / 合成 | 教学用的合成数字与情景，明确标注，不代表任何公司的真实数据。Synthetic numbers and scenarios for teaching, labelled as such; not any company’s real data. |
各板块如何构建How each section is built
- 公司产品报告Company product reports — 15家公司的中英文报告，沿用各自的原始截止日期与参考资料；正文是报告本身。Chinese and English reports for 15 companies, each keeping its own cutoff and bibliography; the page body is the report itself.
- 财报问答Earnings Q&A — 按公司、季度挑选的问答，附原文来源与定位；是精选而非穷尽。回答完整度、身份与归属的不确定性单独标注。Questions selected by company and quarter, with source and locator; a selection, not a census. Answer completeness and identity or attribution uncertainty are labelled separately.
- 分析师目录与思想地图Analyst directory and thought atlas — 官方IR名单、第三方评级动作与电话会参与分开计数；方法档案来自公开研究、访谈或信件，团队共著、管理层回答与编辑归纳分开；不审计预测命中率。Official IR lists, third-party rating actions and call participation are counted separately; method profiles come from public research, interviews or letters, with team authorship, management answers and editorial synthesis kept apart; forecast hit rates are not audited.
- 架构师思想库Architect Mode — 依据公开论文、演讲、获奖说明与访谈的编辑性阅读；技能 A1–A10 是阅读视角，不是评分或排名。Editorial readings of public papers, talks, award citations and interviews; skills A1–A10 are reading lenses, not scores or rankings.
- Hot Chips — 2017–2026年会议问答模式，基于官方录像字幕与现场汇总；覆盖不完整，年份之间口径不同。Conference Q&A patterns for 2017–2026 based on official recording captions and live aggregates; coverage is partial and bases differ between years.
- 技术 × 投资Technology × Investment — 把财报问答、Hot Chips 提问模式与架构师追问按主题连接；是编辑映射，不是逐题对应。Links earnings questions, Hot Chips patterns and architect follow-ups by theme; an editorial mapping, not question-to-question matching.
- 政策与标准Policy and standards — 带日期的事件与版本条目，逐条标注来源与证据级别；官方原文能读到的才标 primary-read。Dated events and version entries, each with sources and an evidence level; primary-read only where the official text could be opened.
技能编号Skill IDs
架构师技能用 A1–A10，分析师技能用 F1–F25，两套编号相互独立；技术×投资页给出两者的编辑对应。Architect skills use A1–A10 and analyst skills F1–F25; the two numbering schemes are independent and the Technology × Investment page gives an editorial mapping between them.
语言Languages
公司产品报告有中英文两版；分析师训练、架构师思想与技术×投资目前为中文；财报分析、Hot Chips 与 Architecture Notes 为英文。导航中的标记（EN / 中文）提示每个板块的语言。政策、标准、方法与术语页为双语，可在页面顶部切换。Company reports exist in Chinese and English; analyst training, architect thought and Technology × Investment are currently Chinese; earnings analysis, Hot Chips and Architecture Notes are English. The (EN / 中文) marks in the navigation show each section’s language. The policy, standards, method and glossary pages are bilingual with a toggle at the top.
数据与更新日期Data and as-of dates
已知缺口Known gaps
- 部分公司的完整IR分析师名单尚未找到或被站点防护拦截；第三方评级动作只是近期记录，不是完整覆盖。Full IR analyst lists for some companies are not located or are blocked by site protection; third-party rating actions are recent records, not full coverage.
- 政策与标准页以带来源的重点事件为主，不是穷尽清单；AI模型监管不在范围内。The policy and standards pages are curated, sourced highlights, not exhaustive lists; AI-model regulation is out of scope.
- 架构师与分析师板块目前以中文为主；英文摘要尚未覆盖全部人物。The architect and analyst sections are mostly Chinese; English summaries do not yet cover every profile.
如何引用与更正Citing and corrections
建议引用格式：“AI 基础设施研究（wilwan01.github.io/ai），页面名称，访问日期”。发现错误或有更好的来源，请在 GitHub Issues 提出。Suggested citation: “AI Infrastructure Research (wilwan01.github.io/ai), page title, access date”. To report an error or suggest a better source, open an issue on GitHub.