半斤八两
IRS Backtracks, Edits Job Posting Seeking Agents Willing to 'Use Deadly Force' After Online Outrage_我的网站
A | 8月26日消息，TrendForce集邦咨询近日发布最新存储器产业研究报告，为全球云端服务商拉响成本警报。 报告预测，2027年DRAM与NAND Flash合计将占主要云端服务商资本支出的68%。这一占比从2026年的47%一路扩张到2027年的68%。这意味着云厂商每投入100元算力资本开支，就有68元被DRAM和NAND吃掉。 The IRS deleted a job listing seeking “new special agents” who are “willing to use deadly force, if necessary” from their website, following a fierce backlash on social media Wednesday–only to reupload it within a day with the offending portion removed.,The IRS has removed the line "Carry a firearm and be willing to use deadly force, if necessary" from their IRS Criminal Investigation Special Agent listing following the fiasco yesterday.Archived here: https://t.co/vBy6lB841RActive link: https://t.co/uvwbrAkIit pic.twitter.com/vNmcSXuD7w— Ford Fischer (@FordFischer) August 11, 2022,Per the now-updated page on the IRS website, “IRS Special Agents are considered the premier financial investigators for the Federal government.”,“Special Agents are duly sworn law enforcement officers who are trained to ‘follow the money,’” the listing says, warning that “no matter what the source, all income earned, both legal and illegal, has the potential of becoming involved in crimes which fall within the investigative jurisdiction of the IRS Criminal Investigation.”,The posting sparked a wave of condemnation from ordinary citizens and influential politicians alike, including Sen. Ted Cruz (R-TX), who took to Twitter to express his opposition to the proposed new IRS jobs:,“HELL NO. Every Republican should pledge we WILL NOT FUND these 87k armed new IRS agents who will target the American people.”,HELL NO.Every Republican should pledge we WILL NOT FUND these 87k armed new IRS agents who will target the American people. https://t.co/BmKZVjVdNx— Ted Cruz (@tedcruz) August 10, 2022,Funding for the special agents in question is likely to be drawn from a huge budget boost the IRS anticipates, with Democrats in the House set to approve the so-called “Inflation Reduction Act.”,Along with around $430 billion the Biden administration says will address climate change and extend Affordable Care Act subsidies, the new spending bill promises to pump $80 billion into the IRS over the next ten years - more than doubling the size of the agency with over 87,000 new positions. According to the now-updated job listing, many of them will be armed; one of the “key requirements” is that applicants “be legally allowed to carry a firearm.”,The ad in question was first noticed by documentarian Ford Fischer, who pointed out in a subsequent post on Twitter that, by June, the criminal division of the IRS had spent more on ammunition in the previous three months than they typically spent in an entire year in the recent past.,Fischer told Sputnik News he finds it “fascinating” that “following the attention [he] brought to this job listing, the page went down for a while, and now with it back online, the ‘willingness to engage in deadly force' line has been removed.”,“The reality is that while perhaps finding some renewed relevance in today's news cycle about the IRS, this listing isn't particularly unusual,” Fischer notes. “The agency has been spending more than $600,000 annually on ammunition, which has been charted out for at least the past three administrations.”,“What's new is that while the left (to be clear, I mean real leftists - not Democrats) have been fairly adamant in their opposition to law enforcement at all levels, the Republicans seem to find opposition when the politics line up. For example, they currently are deeply critical of the FBI, and IRS.”,Opposition to the spending bill authorizing the IRS expansion has come almost entirely from the GOP. A recent analysis by House Republicans found that 60% of new audits expected to be unleashed by the doubling in IRS personnel will fall on those making $75,000 or less a year. But Democrats claim those making less than $400,000 will not be targeted by the new IRS agents.,The IRS reportedly did not respond to inquiries by Fox News or the National Review about its removal of the job posting.。 推高支出的主因，是存储器合约价的剧增与AI基础设施采购需求强劲。这两股力量叠加，正在将云服务商的资本支出推向新的高度。
B | TrendForce预估，2026年全球主要CSP资本支出将年增98%，2027年再成长50%。
C | 支出扩张的驱动力来自AI基础设施的持续投入，但存储成本的急剧攀升正在不断蚕食算力投资的有效份额。 而这股存储涨势，一旦落到具体合约价上，涨幅究竟有多夸张？以服务器DRAM为例，2025年下半年合约价累计上涨约64%，2026年预计再涨约270%。 企业级SSD价格同样飙升，2025年下半年累计上涨约35%，2026年累计涨幅预计达235%。HBM合约价在2027年仍可能上涨70%至140%。 价格暴涨的背后，是供给端的结构性变化。TrendForce估计，2026年HBM与RDIMM合计将占DRAM位元供应量的51%，供应商正将有限产能优先配置给服务器应用。 2027年随着制程推进和新晶圆厂放量，服务器DRAM与HBM合计位元供应量预计增长27%。对于云服务商而言，如何在“AI储存税”持续攀升的背景下控制成本结构，已是摆在桌面上的紧迫命题。
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