Recent #AI news in the semiconductor industry
12/28/2024, 01:37 PM UTC
NVIDIA供应商安富利：数据中心投资下降，AI手机可能支撑芯片行业[News] NVIDIA Supplier Advantest: AI Phones May Sustain Chip Industry amid Declining Data Center Investment
➀ 近年来，主要科技公司大幅增加资本支出，以获取AI芯片和建设数据中心。➁ 最近全球数据中心投资放缓，引发了对AI繁荣可持续性的担忧。➂ 在数据中心投资下降的情况下，AI手机可能支撑芯片行业。➀ Major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ Global investment in data centers has recently slowed, raising concerns about the sustainability of the AI boom. ➂ AI phones may sustain the chip industry amid the decline in data center investment.
12/28/2024, 01:37 PM UTC
小米投资10,000-GPU集群以扩大人工智能能力[News] Xiaomi to Scale AI Capabilities with New 10,000-GPU Cluster Investment
➀ 小米正在大力投资建设10,000个GPU集群，以增强其人工智能能力；➁ 公司于2023年4月成立了人工智能大模型团队；➂ 团队由一位CEO领导，拥有1,200名研发人员。➀ Xiaomi is investing heavily in building a 10,000 GPU cluster to enhance its AI capabilities; ➁ The company has established an AI large model team in April 2023; ➂ The team is led by a CEO with 1,200 R&D personnel.
12/28/2024, 12:38 PM UTC
高通骁龙8精英2将采用台积电N3P工艺，三星疑似失去订单[News] Qualcomm’s Snapdragon 8 Elite 2 to Use TSMC’s N3P as Samsung Reportedly Lost Order
➀ 根据《自由时报》援引《金融时报》的报道，近年来，主要科技公司大幅增加资本支出，以获取人工智能芯片和建设数据中心。➁ 然而，最近全球数据中心投资放缓，引发了对人工智能热潮可能正在降温的担忧。➂ 高通的骁龙8精英2将采用台积电的N3P工艺，而据报道，三星失去了订单。➀ According to Liberty Times, citing Financial Times, major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ However, global investment in data centers has recently slowed, raising concerns about whether the AI boom might be losing steam. ➃ Qualcomm's Snapdragon 8 Elite 2 is set to use TSMC's N3P process, while Samsung reportedly lost orders.
12/28/2024, 09:55 AM UTC
SoundHound AI：不确定性尚未调整SoundHound AI: Uncertainty Has Not Yet Been Tuned
1. SoundHound AI 2024年第三季度业绩超出预期，股价上涨208%；2. 尽管市场潜力巨大，但盈利仍存在不确定性；3. 公司面临来自大型科技公司的竞争和实现预期利润率的风险，有57%的可能性超过当前股价。1. SoundHound AI's Q3 2024 results exceeded expectations, leading to a 208% stock price surge; 2. Despite promising market potential, profitability remains uncertain; 3. The company faces risks from Big Tech competition and achieving projected margins, with a 57% chance of exceeding the current stock price.
12/27/2024, 02:35 PM UTC
NVIDIA CES 2025 预告：期待哪些亮点NVIDIA CES 2025 Keynote: What To Expect
➀ NVIDIA 首席执行官黄仁勋将在 CES 2025 上发表开幕演讲；➁ 预计将推出新的 GeForce RTX 50 系列游戏和移动设备 GPU；➂ 期待 AI、游戏、机器人技术以及其他突破性创新。➀ NVIDIA CEO Jensen Huang will deliver the opening keynote at CES 2025; ➁ Expect new GeForce RTX 50 series GPUs for gaming and mobile devices; ➂ Look forward to AI, gaming, robotics, and other groundbreaking innovations.
12/26/2024, 04:13 PM UTC
AMD：2025年的顶级选择AMD: A Top Pick For 2025
1. 尽管与英伟达的 技术差距缩小并提高AI收入预期，AMD仍然被严重低估；2. 随着新产品发布和与微软、Meta等科技巨头的合作，AMD在AI GPU领域的市场份额潜力可能增长；3. 技术指标表明AMD被过度卖出，呈现了买入机会，潜在12个月目标价为250美元。1. AMD is significantly undervalued despite narrowing the technology gap with Nvidia and raising AI revenue guidance; 2. AMD's potential market share in the AI GPU space could grow with new product releases and partnerships; 3. Technical indicators suggest AMD is oversold, presenting a buying opportunity with a potential 12-month price target of $250.
12/26/2024, 02:15 PM UTC
英特尔在CES 2025宣布AI主题主题演讲Intel announces AI-focused keynote at CES 2025
➀ 英特尔将在CES 2025宣布其AI主题主题演讲；➁ 主题演讲将由临时首席执行官米歇尔·约翰斯顿·霍尔特豪斯发表；➂ 预计该活动将突出英特尔在AI方面的最新进展，包括新的硬件和软件解决方案。➀ Intel is set to announce its AI-focused keynote at CES 2025; ➁ The keynote will be delivered by interim co-CEO Michelle Johnston Holthaus; ➂ The event is expected to highlight Intel's latest advancements in AI, including new hardware and software solutions.
12/26/2024, 10:00 AM UTC
科技驱动下的消费趋势Top Stocks For Tech-Driven Consumer Trends
1. 科技正在通过AI个性化、可持续性透明度和数字支付平台重新定义购物体验；2. SA Quant已确定了三只具有积极因子评分和'强烈买入'推荐的顶级股票；3. 文章讨论了技术创新对消费者偏好和购买行为的影响。1. Technology is redefining the shopping experience with AI-driven personalization, sustainability transparency, and digital payment platforms; 2. SA Quant has identified three top stocks with positive factor grades and 'Strong Buy' recommendations; 3. The article discusses the impact of technological innovations on consumer preferences and purchasing behavior.
12/25/2024, 04:30 PM UTC
微软：一家被低估的AI巨头Microsoft: A Deeply Undervalued AI Behemoth
1. 微软凭借其战略优势，在AI革命中占据独特地位。2. 董事长萨蒂亚·纳德拉的领导力推动了显著增长，使微软拥有平衡的业务组合和强大的客户锁定能力。3. 尽管面临竞争和监管风险，但微软的内在价值预示着21%的上涨空间，使其成为一项诱人的投资机会。1. Microsoft is uniquely positioned to capitalize on the AI revolution due to its strategic strengths. 2. CEO Satya Nadella's leadership has led to remarkable growth, making Microsoft resilient with a balanced business mix and strong customer lock-in. 3. Despite competition and regulatory risks, Microsoft's intrinsic value suggests a 21% upside, making it a compelling investment opportunity.
12/24/2024, 02:00 PM UTC
如果我是英特尔CEO，我会怎么做？What would you do if you were the CEO of Intel?
➀ 英特尔在技术宣布中转向更加透明的策略；➁ 英特尔PowerVia与台积电Super Power Rail之间的竞争；➂ 安迪·格鲁夫保持‘适度忧虑’的哲学。➀ Intel's shift to a more transparent strategy in technology announcements; ➁ The competition between Intel's PowerVia and TSMC's Super Power Rail; ➂ Andy Grove's philosophy of maintaining a 'healthy amount of paranoia'.
12/24/2024, 11:00 AM UTC
博 通CEO：对收购英特尔没有兴趣，无人提出请求Broadcom has no Interest in buying Intel: CEO says no one asked
➀ 博通CEO黄仁勋否认收购英特尔的可能性；➁ 黄仁勋强调实际可行的交易和没有敌意报价的重要性；➂ 博通专注于为AI数据中心设计定制处理器，以及其在AI基础设施方面的当前投资。➀ Broadcom CEO Hock Tan dismisses the possibility of acquiring Intel; ➁ The CEO emphasizes the importance of actionable deals and the absence of hostile offers; ➂ Broadcom's focus on custom datacenter processors for AI and its current investments in AI infrastructure.
12/24/2024, 09:17 AM UTC
2025年AMD可能比2024年更糟：AI梦想正在破灭Why AMD's 2025 Could Be Worse Than 2024: AI Dreams Are Crumbling
1、AMD在AI和GPU市场面临重大竞争挑战，与NVIDIA的主导地位以及主要云服务提供商的定制硅解决方案竞争。2、NVIDIA继续主导AI加速器市场，这可能会限制AMD预期的市场份额低于5%。3、AMD的PC处理器市场可能在2025年放缓，英特尔和高通在企业领域尤其构成激烈竞争。1. AMD is facing significant competitive challenges in the AI and GPU markets, struggling against NVIDIA's dominance and custom silicon solutions from major cloud providers. 2. NVIDIA continues to dominate the AI accelerator market, which could limit AMD's projected market share to below 5%. 3. AMD's PC processor market may see a slowdown in 2025, with Intel and Qualcomm posing tough competition, especially in enterprise segments.
12/24/2024, 09:13 AM UTC
AMD：凭借新AI范式占据有利位置AMD: Well-Positioned To Capitalize On New AI Paradigm
1、AMD已从相对边缘的芯片设计公司转变为数据中心、企业级CPU、GPU和自适应SoC市场的主要参与者；2、AI革命，尤其是OpenAI的o3突破，为AMD基于Zen的EPYC处理器和Instinct GPU加速器带来了显著的未来增长潜力；3、尽管面临来自NVIDIA生态系统和行业周期性的风险，AMD在AI硬件和数据中心领域的加速势头表明其具有强大的增长潜力。1. Advanced Micro Devices has transformed into a major player in the data center, enterprise-grade CPU, GPU, and adaptive SoCs markets; 2. The AI revolution, especially OpenAI's o3 breakthrough, positions AMD's Zen-based EPYC processors and Instinct GPU accelerators for significant future growth; 3. Despite risks from NVIDIA's ecosystem and industry cyclicality, AMD's accelerating momentum in AI hardware and data center segments suggests strong growth potential.
12/24/2024, 05:05 AM UTC
缅怀一位伟大的科技界人物：Gordon Mah UngWe Lost a Great One Gordon Mah Ung
➀ 文章缅怀了已故的科技记者Gordon Mah Ung；➁ 作者反思了Gordon对科技行业的影响以及未能表达感激的个人遗憾；➂ 作者提到表达感激的重要性以及家庭对胰腺癌研究的慈善关注。➀ The article commemorates the passing of Gordon Mah Ung, a respected technology journalist; ➁ The author reflects on the impact Gordon had on the technology industry and the personal regret of not expressing gratitude; ➂ The author mentions the importance of expressing gratitude and the family's philanthropic focus on pancreatic cancer research.
12/23/2024, 06:00 PM UTC
消费者内存增长不及AI，Micron业绩预警引发股价下跌Consumer memory slowing more than AI gaining
➀ Micron公布符合预期的收入和每股收益，但提供疲软的业绩指引；➁ 驱动AI的内存需求激增，而消费者内存面临挑战；➂ 市场对Micron股价的担忧，由于AI和消费者内存增长之间的不平衡。➀ Micron reports revenue and EPS in line with expectations but provides weak guidance; ➁ AI-driven memory demand surges, while consumer memory struggles; ➂ Market concerns over Micron's stock due to the imbalance between AI and consumer memory growth.
12/23/2024, 09:46 AM UTC
2025年或将成为英伟达的爆发年Why 2025 Could Be A Breakout Year For Nvidia
1. 英伟达股价最近有所回调，为长期投资者提供了机会。2. 谷歌量子计算突破展示了快速的技术进步，这将有利于英伟达在AI GPU市场的领先地位。3. 到2025年，NVDA的自由现金流可能达到1000亿美元/年，通过股息和股票回购为股东带来显著回报。1. Nvidia's shares have corrected recently, presenting an opportunity for long-term investors. 2. Google's quantum computing breakthrough showcases rapid technological progress, benefiting Nvidia's dominant position in the AI GPU market. 3. NVDA's free cash flow could reach $100B/year by 2025, with significant shareholder returns through dividends and stock buybacks.
12/23/2024, 09:28 AM UTC
大科技、中国和初创企业围攻英伟达，但这是一个两年的买入机会（评级上调）Nvidia's Fort Is Sieged By Big Tech, China, And Startups, But It's A Two-Year Buy (Rating Upgrade)
1、英伟达的护城河正受到初创企业、博通、AMD和大型科技企业内部AI芯片的挑战，推理市场正在多元化，初创企业正在获得细分市场的吸引力。2、美国限制和中国推动国内AI芯片的发展，将英伟达2022年的中国收入份额从24.6%削减至2025年的12.2%，削弱了增长前景。3、尽管预计2027年企业价值为5.83万亿美元，但增长放缓和周期性风险可能导致波动；目前的企业价值为3.13万亿美元，目前提供了24.21%的安全边际。1. Nvidia's moat is under pressure from startups, Broadcom, AMD, and Big Tech's in-house AI chips, with inference markets diversifying and startups gaining niche traction. 2. U.S. restrictions and China's push for domestic AI chips cut Nvidia's China revenue share from 24.6% in 2022 to 12.2% in 2025, weakening growth prospects. 3. Despite a $5.83T 2027 EV forecast, slowing growth and cyclical risks could spur volatility; current EV of $3.13T offers a 24.21% margin of safety for now.
12/23/2024, 06:03 AM UTC
2024年第三季度加速器收入增长130%Q3 accelerators up 130%
➀ 2024年第三季度加速器收入增长130%；➁ 美国超大规模企业将在2024年部署超过500万台AI训练加速器；➂ 定制加速器越来越受欢迎，以提高性能并降低成本。➀ Accelerator revenue increased by 130% in 3Q 2024; ➁ US hyperscalers are deploying over 5 million AI training accelerators; ➂ Custom accelerators are gaining popularity to boost performance and reduce costs.
12/23/2024, 01:02 AM UTC
埃德嗅到欧洲的机会Ed Sniffs Euro-Wonga
➀ 埃德认为欧盟的‘ECS经纪’是一个鼓励英国技术人才获取欧洲资金的方法；➁ 他已经说服部门为研究人员、发明家、初创企业和中小企业参加这些活动提供预算；➂ 他正在探索斯肯索普量子利用欧洲发展基金的机会。➀ Ed sees the EU's 'ECS Brokerage' as a way to encourage UK techies to access European funds; ➁ He has convinced the Department to allocate a budget for researchers, inventors, startups, and SMEs to attend these events; ➂ He is exploring opportunities for Scunthorpe Quantum to benefit from European development funds.
12/22/2024, 09:43 AM UTC
Salesforce：我2025年的首选长线投资Salesforce: My Top Long Idea For 2025
1. 尽管第三季度业绩混合，但由于Agentforce的推出，CRM的股价飙升，第一周就签署了200份合同；2. Agentforce 2.0凭借其先进的功能和集成，使CRM能够利用蓬勃发展的 企业AI市场；3. 估值显示有22.5%的上涨空间，目标价为421美元，由Agentforce的势头和CRM的战略收购推动数据质量和安全增强。1. Despite mixed Q3 results, CRM's stock surged due to the launch of Agentforce, which signed 200 deals in its first week; 2. Agentforce 2.0, with advanced features and integrations, positions CRM to capitalize on the booming Enterprise AI market; 3. Valuation suggests a 22.5% upside, with a price target of $421 driven by Agentforce's traction and CRM's strategic acquisitions.
12/22/2024, 06:41 AM UTC
2025年我五大增长投资之一：数字海洋在“AI军备竞赛”中的优势Digital Ocean: One Of My Top 5 Growth Plays In 2025 For "AI Arm Race"
1. 预计AI将在2025年成为主要增长动力，引发“AI军备竞赛”；2. 数字海洋定位受益于这一趋势，专注于中小企业并普及AI访问；3. 尽管近期增长放缓，但该公司针对员工人数少于500家的细分市场预计将显著增长，到2027年将达到2100亿美元；4. 年末的税收亏损抛售提供了买入机会，与增长潜力和同行业公司相比，DOCN被低估，预计将上涨41%；5. Gartner预测2025年IT支出将增长9.3%，支持DOCN在AI云风潮中实现大幅增长的可能性。1. AI is expected to be a major growth driver in 2025, leading to an 'AI arms race'; 2. DigitalOcean is positioned to benefit from this trend, focusing on SMBs and democratizing AI access; 3. Despite recent growth deceleration, the company's niche market of companies with <500 employees is projected to grow significantly, reaching $210B by 2027; 4. The year-end tax-loss selling presents a buying opportunity, with DOCN undervalued relative to its growth potential and sector peers; 5. Gartner's projection of a 9.3% IT spending growth in 2025 supports DOCN's potential for substantial gains with AI cloud tailwinds.
12/22/2024, 01:07 AM UTC
华硕董事长：我们正在开发一个类人机器人，将与埃隆·马斯克的特斯拉Optimus机器人竞争ASUS chairman: we are working on a humanoid robot, will fight Elon Musk's Tesla Optimus robot
➀ 华硕正在开发其首个类人机器人，以与特斯拉的Optimus竞争；➁ 尽管已有Zenbo机器人，华硕正进入类人机器人市场；➂ 行业面临AI和通用人工智能（AGI）发展的挑战，重点关 注类人机器人。➀ ASUS is developing its first humanoid robot to compete with Tesla's Optimus; ➁ Despite existing Zenbo robots, ASUS is stepping into the humanoid robot market; ➂ The industry faces challenges with AI and AGI development, focusing on humanoid robots.
12/21/2024, 05:52 AM UTC
Palantir：在通用人工智能竞赛中领先Palantir: Winning The Race To AGI
1. Palantir的股价因其在提高政府效率和通用人工智能进展方面的作用而上涨超过30%；2. Palantir独特的数据集和本体系统使其在通用人工智能领域处于领先地位，提供更深入的见解；3. 尽管市盈率较高，但Palantir卓越的每股收益增长证明了其估值，并具有进一步上涨的潜力。1. Palantir's shares have surged over 30% due to expectations of its role in enhancing government efficiency and its progress towards AGI; 2. Palantir's unique data sets and ontology system position it as a leader in AGI for superior insights; 3. Despite a high forward P/E ratio, Palantir's exceptional EPS growth justifies its valuation, with potential for additional upside.
12/21/2024, 02:44 AM UTC
Palit发布Pandora：NVIDIA Jetson Orin NX SUPER迷你AI硬件Palit unleashes its new Pandora: NVIDIA Jetson Orin NX SUPER turned into Mini AI hardware
➀ Palit推出首款迷你AI硬件Pandora系统，由NVIDIA的Jetson Orin NX SUPER提供支持，专为AI推理和机器学习设计。 ➁ 该系统运行Ubuntu操作系统，支持NVIDIA SDK，面向爱好者和小型开发者。 ➂ Pandora体积小巧，重量轻，非常适合智能零售、教育、机器人和生成式AI应用。➀ Palit launches its first Mini AI hardware, the Pandora system, powered by NVIDIA's Jetson Orin NX SUPER. It's designed for AI inference and machine learning. ➁ The system runs Ubuntu and supports NVIDIA SDK, targeting enthusiasts and small developers. ➂ It's compact, lightweight, and ideal for smart retail, education, robotics, and generative AI applications.
12/20/2024, 03:39 PM UTC
亚利桑那学校批准使用AI代替教师，可能会出错什么？Arizona School Approves Using AI To Replace Teachers, What Could Go Wrong?
➀ 亚利桑那一所特许学校批准使用AI教授“2小时学习”课程，人类扮演‘引导者’的角色来个性化内容。 ➁ AI系统将分析学生的回答并相应调整内容的难度。 ➂ 担忧包括AI可能犯错误以及在复杂学习场景中需要人类干预的问题。➀ An Arizona charter school has approved the use of AI to teach a '2hr Learning' curriculum, with humans acting as 'guides' to personalize content. ➁ The AI system will analyze student responses and adapt content difficulty accordingly. ➂ Concerns include the potential for AI to make mistakes and the need for human intervention in complex learning scenarios.
12/20/2024, 03:33 PM UTC
谷歌发布Gemini 2.0闪存AI推理模型，挑战OpenAI的o1Google Unveils Gemini 2.0 Flash AI Reasoning Model To Challenge OpenAI's o1
➀ 谷歌发布了Gemini 2.0闪存AI推理模型，直接对标OpenAI的o1模型；➁ 该模型为实验性，面向Gemini高级订阅用户；➂ 尽管存在限制，谷歌声称该模型性能显著提升，适用于学校项目或商业计划开发。➀ Google has unveiled the Gemini 2.0 Flash AI Reasoning Model, a direct competitor to OpenAI's o1 model; ➁ The model is experimental and available to Gemini Advanced subscribers; ➂ Despite limitations, Google claims significant performance improvements and readiness for school projects or business plan development.
12/20/2024, 06:25 AM UTC
2024年第三季度超大规模数据中心资本支出增长超过82%Q3 hyperscalar datacentre capex growth tops 82%
➀ 2024年第三季度超大规模数据中心资本支出增长超过82%；➁ 加 速服务器，尤其是AI训练用途，在美国和中国超大规模计算公司中的支出占主导地位；➂ NVIDIA GPU系统在云和企业部署中占主导地位；➃ 预计2024年全球数据中心资本支出将增长44%。➀ Hyper-scaler data center capex in Q3 2024 increased by 82%; ➁ Accelerated servers, especially for AI training, accounted for the majority of spending among US and Chinese hyperscalers; ➂ NVIDIA GPU systems dominate cloud and enterprise deployments; ➃ Global data center capital expenditures expected to rise by 44% in 2024.
12/19/2024, 08:39 PM UTC
CXL技术终于在2025年到来CXL is Finally Coming in 2025
➀ 计算表达式链接（CXL）技术预计将在2025年从利基市场转向主流应用；➁ CXL对内存扩展的支持是主要驱动力，现在有各种服务器和内存解决方案可用；➂ CXL 2.0和未来的PCIe/CXL版本将实现更高级的应用，如交换和动态内存分配。➀ Compute Express Link (CXL) technology is expected to move from a niche to mainstream use in 2025; ➁ CXL's support for memory expansion is a significant driver, with various server and memory solutions now available; ➂ CXL 2.0 and future generations of PCIe/CXL will enable more advanced use cases like switching and dynamic memory allocation.
12/19/2024, 06:00 PM UTC
TSMC在IEDM上展示全球最先进的逻辑技术：2nm平台TSMC Unveils the World’s Most Advanced Logic Technology at IEDM
➀ TSMC在IEDM上发布了其2nm平台技术，具备用于AI、HPC和移动应用的GAA纳米片晶体管。➁ N2技术相比3nm节点在速度和功耗效率方面实现了显著提升。➂ TSMC的N2预计将于2025年下半年开始量产，而增强版N2P则预计于2026年投产。➀ TSMC unveiled its 2nm Platform Technology at IEDM, featuring GAA nanosheet transistors for AI, HPC, and mobile applications. ➁ The N2 technology achieves significant improvements in speed and power efficiency compared to the 3nm node. ➂ TSMC's N2 is scheduled for mass production in 2025, with an enhanced version, N2P, targeted for 2026.
12/19/2024, 03:32 PM UTC
人工智能正在设计你的奥利奥饼干口味From Algorithms To Appetites: AI Is Now Designing Your Oreo Cookie Flavors
➀ 人工智能正与食品科学家合作开发新的奥利奥口味；➁ 该AI工具根据特定的口味、外观和香气特征创建食谱；➂ 该过程比传统方法更快，由人类味觉测试者提供反馈。➀ AI is being used to co-develop new Oreo flavors with food scientists; ➁ The AI tool helps create recipes based on specific flavor, appearance, and aroma characteristics; ➂ The process is faster than traditional methods, with human taste testers providing feedback.
12/19/2024, 03:26 PM UTC
想与聊天机器人交谈但讨厌发短信？现在你可以拨打1-800-ChatGPTWant To Chat With A Bot But Hate Texting? Now You Can Call 1-800-ChatGPT
➀ OpenAI 宣布了一项新功能，允许用户通过拨打或发送短信至 1-800-CHATGPT 使 用 ChatGPT；➁ 该服务旨在使产品对更广泛的受众更加易于访问；➂ 用户可以通过电话或短信与 ChatGPT 进行类似对话的体验。➀ OpenAI has announced a new feature allowing users to call or text ChatGPT using 1-800-CHATGPT; ➁ The service is aimed at making the product more accessible to a wider audience; ➂ Users can have a conversation-like experience with ChatGPT via phone calls or texts.
12/19/2024, 02:00 PM UTC
超以太网和UALink IP解决方案助力AI集群扩展Ultra Ethernet and UALink IP solutions scale AI clusters
➀ 人工智能基础设施需求的增长需要可扩展的互连技术；➁ 超以太网和UALink解决方案解决AI加速集群扩展的挑战；➂ Synopsys的IP解决方案提供高效且节能的数据中心互连技术。➀ The growing demand for AI infrastructure requires scalable interconnects; ➁ Ultra Ethernet and UALink address the challenges of scaling AI acceleration clusters; ➂ Synopsys' IP solutions offer efficient and power-efficient interconnects for data centers.
12/19/2024, 06:06 AM UTC
Fleet Space 为其成像矿物系统筹集 9500 万澳元Fleet Space raises $95m for imaging mineral systems
➀ 澳大利亚太空初创公司 Fleet Space 已为其基于太空的采矿洞察力筹集了 1.5 亿澳元。 ➁ 这些资金将用于扩展其端到端探索平台 ExoSphere，该平台利用 3D 地下成像和人工智能分析。 ➂ 公司旨在加速关键矿产的发现，这些矿产对于清洁能源至关重要，同时减少环境影响。➀ Fleet Space, an Australian space startup, has raised AUS$150 million for its space-based mining insights. ➁ The funds will be used to expand ExoSphere, their end-to-end exploration platform, which utilizes 3D subsurface imaging and AI analysis. ➂ The company aims to accelerate the discovery of critical minerals needed for clean energy, with a focus on reducing environmental impact.
12/18/2024, 11:37 AM UTC
利用生物技术实现可持续能源生产的突破Harnessing Biology for Sustainable Energy Production
➀ 利物浦大学的研究人员开发了一种用于可持续制氢的光驱动混合纳米反应器；➁ 该纳米反应器结合了生物和合成组件以实现高效性能；➂ 该创新可能减少对昂贵贵金属的依赖，并对生物技术过程具有影响。➀ Researchers from the University of Liverpool have developed a light-driven hybrid nanoreactor for sustainable hydrogen production; ➁ The nanoreactor combines biological and synthetic components to achieve high efficiency; ➂ The innovation could reduce reliance on expensive precious metals and has implications for biotechnological processes.
12/18/2024, 07:33 AM UTC
BBC 对苹果投诉：其AI生成误导性标题BBC complains to Apple after its AI generates misleading headline about Luigi Mangione
➀ 英国广播公司对苹果的新 Apple Intelligence 功能提出了投诉；➁ 该AI生成了一则关于路易吉·曼吉奥内的误导性标题；➂ 苹果的AI生成了一则被BBC发现的错误事实性的标题。➀ The BBC has lodged a complaint with Apple regarding its new Apple Intelligence feature; ➁ The AI generated a misleading headline about Luigi Mangione; ➂ Apple's AI produced a factually incorrect headline that was discovered by the BBC.
12/17/2024, 03:07 PM UTC
OpenAI 推出 ChatGPT 搜索功能，面向所有用户开放OpenAI Gift Wraps ChatGPT's AI Search For Everyone, Check Out The Demo
➀ OpenAI 已将 ChatGPT 搜索功能对所有用户开放，而不仅仅是付费订阅用户。用户可以在开始对话前点击 '搜索网页图标' 启用此功能。 ➁ 搜索结果提供在线信息的摘要、链接到来源，并包括图像和其他媒体。 ➂ OpenAI 已提高 ChatGPT 的速度，使其对所有用户都更加响应迅速。➀ OpenAI has made ChatGPT search available to all users, not just those on paid subscriptions. Users can enable this feature by clicking the 'Search the web icon' before starting a conversation. ➁ The search results provide summaries of online information, links to the source, and include images and media. ➂ OpenAI has improved the speed of ChatGPT, making it more responsive for all users.
12/17/2024, 07:47 AM UTC
谷歌：在大科技领域实现终极协同效应Google: Ultimate Synergy Play Among Big Tech
1、Alphabet在人工智能、云计算、流媒体和自动驾驶等高速增长领域运营，在其各个部门之间创造了无与伦比的协同 效应。2、与竞争对手不同，Alphabet的生态系统深度融合其技术，提高了效率并加强了其市场地位。3、Alphabet的互联系统提升了收入流，以YouTube的89亿美元广告收入和谷歌云部门的35%同比增长为例。1. Alphabet operates in high-growth sectors like AI, cloud computing, streaming, and autonomous vehicles, creating unparalleled synergies across its divisions. 2. Unlike rivals, Alphabet's ecosystem integrates its technologies deeply, enhancing efficiency and reinforcing its market positions. 3. Alphabet's interconnected system boosts revenue streams, with YouTube's $8.9 billion ad revenue and Google's Cloud division's 35% YOY growth as prime examples.
12/17/2024, 06:20 AM UTC
中国芯片投资今年不佳Bad year for China chip investment
➀ 2024年前11个月，中国芯片投资新交易数量同比下降35.9%，总资金下降32.4%；➁ 长鑫存储和紫光展锐分别成为最大和第二大投资者，金额分别为14.8亿美元和8.24亿美元；➂ JW Insights指出，由于国内供应链限制，中国在高端计算芯片和高端存储产品的需求激增受到阻碍，而美国在AI基础设施方面进行了大量投资，导致第三季度美国半导体市场超过中国。➀ China experienced a decline in chip investment, with new investment deals dropping by 35.9% year-on-year in the first 11 months of 2024; ➁ The total funding decreased by 32.4%; ➂ ChangXin Memory and Unisoc were the largest and second-largest investors, respectively. JW Insights notes that the US semiconductor market surpassed China's in Q3, driven by massive AI infrastructure investments in the US.
12/16/2024, 07:16 PM UTC
ASRock Rack 6U8X-EGS2 H200 NVIDIA HGX H200 AI服务器评测ASRock Rack 6U8X-EGS2 H200 NVIDIA HGX H200 AI Server Review
➀ ASRock Rack 6U8X-EGS2 H200是一款全新的NVIDIA HGX H200 8-GPU平台，专为AI训练和推理设计。它配备英特尔Xeon可扩展处理器、16个DDR5内存插槽以及12个带有PCIe Gen5和SATA选项的硬盘托架。服务器还采用了定制的主板设计，以实现PCIe交换机和GPU连接。 ➁ 评测详细介绍了服务器的前后I/O、CPU、内存和存储配置。 ➂ ASRock 6U8X-EGS2 H200展示了ASRock在GPU计算平台方面的持续创新。➀ The ASRock Rack 6U8X-EGS2 H200 is a new NVIDIA HGX H200 8-GPU platform designed for AI training and inference. It features an Intel Xeon Scalable processor, 16 DDR5 DIMMs, and 12 drive bays with PCIe Gen5 and SATA options. The server also includes a custom motherboard design for PCIe switch and GPU connectivity. ➁ The review details the server's front and rear I/O, CPU, memory, and storage configurations. ➂ The ASRock Rack 6U8X-EGS2 H200 showcases ASRock's continued innovation in GPU compute platforms.
12/16/2024, 03:21 PM UTC
苹果AI生成虚假新闻引发争议Apple's AI Stirs Up A Storm Of Backlash For Generating Fake Luigi Mangione News
➀ 苹果的AI功能Apple Intelligence因提供不准确的新闻摘要而受到批评；➁ 英国广播公司报道了一起事件，AI错误地总结了一篇关于路易吉·曼吉奥内的新闻；➂ 这不是Apple Intelligence第一次犯这样的错误，另一个例子涉及以色列总理本雅明·内塔尼亚胡。➀ Apple's AI feature, Apple Intelligence, has been criticized for providing inaccurate news summaries; ➁ The BBC reported an incident where the AI incorrectly summarized a news story about Luigi Mangione; ➂ This is not the first time Apple Intelligence has made such mistakes, with another example involving Israeli prime minister Benjamin Netanyahu.
12/16/2024, 12:20 PM UTC
蔡崇信与埃隆·马斯克联手机器人C.C.Wei and Elon Musk hooking up on robots
➀ 蔡崇信与埃隆·马斯克正在合作开发多功能机器人；➁ 马斯克计划于2026年推出名为Optimus的多功能人形机器人；➂ 蔡崇信强调无人机和人工智能在水资源、电力等公用事业领域的应用的重要性。➀ C.C. Wei and Elon Musk are collaborating on multifunctional robots; ➁ Musk plans to launch a multifunctional humanoid robot named Optimus in 2026; ➂ Wei emphasizes the importance of drones and AI applications in utilities such as water and electricity provision.
12/16/2024, 06:15 AM UTC
韩国电信将投资3000万美元于Twelve LabsSK Telecom to invest $3m in Twelve Labs
➀ 韩国电信计划投资Twelve Labs，一家视频理解公司，金额为3000万美元；➁ Twelve Labs开发的多模态视频基础模型能够像人类一样理解视频内容；➂ 合作伙伴关系旨在开发将多模态AI应用于安全和公共安全领域的技术。➀ SK Telecom plans to invest $3 million in Twelve Labs, a video understanding company; ➁ Twelve Labs develops multimodal video foundation models capable of understanding video content like humans; ➂ The partnership aims to develop technologies for implementing multimodal AI in security and public safety applications.
12/15/2024, 01:31 PM UTC
双英特尔Arc B580电脑配置分享 —— 将与Nvidia Titan Xp一同用于快速FluidX3D模拟Dual Intel Arc B580 PC details shared — they will be used alongside an Nvidia Titan Xp for fast FluidX3D simulations
➀ 英特尔Arc B580显卡与Nvidia Titan Xp一同用于FluidX3D模拟；➁ 系统总共有36GB VRAM；➂ FluidX3D的开发者Moritz Lehmann博士同时也是英特尔的一名GPU软件开发工程师。➀ The Intel Arc B580 GPUs are used for FluidX3D simulations alongside an Nvidia Titan Xp; ➁ The system boasts a total of 36GB of VRAM; ➂ Dr. Moritz Lehmann, the developer of FluidX3D, is also a GPU Software Development Engineer at Intel.
12/14/2024, 06:16 PM UTC
微软发布Phi-4，一款拥有强大数学技能的小型AI模型Microsoft Unveils Phi-4, A Small AI Model With Big Math Skills
➀ 微软推出了Phi-4，一款具有出色数学推理能力的小型AI模型；➁ Phi-4在数学竞赛问题中超越了包括Claude Sonnet 3.5、GPT 4o和Google Gemini Pro 1.5在内的重量级模型；➂ 微软在开发Phi-4方面的进步，包括使用高质量合成数据集和创新的后训练方法，推动了大小与质量的前沿。➀ Microsoft has unveiled Phi-4, a small AI model with impressive mathematical reasoning capabilities; ➁ Phi-4 outperforms larger models and even beats heavyweights like Claude Sonnet 3.5, GPT 4o, and Google Gemini Pro 1.5 in math competition problems; ➂ Microsoft's advancements in developing Phi-4, including the use of high-quality synthetic data sets and innovative post-training methods, push the frontier of size vs quality.
12/14/2024, 06:43 AM UTC
苹果发布2024年最重要的iPhone软件更新：iOS 18.2Apple releases the most important software update of 2024 for iPhone models
➀ 苹果发布了iOS 18.2，将ChatGPT整合到Siri中；➁ 新增功能包括Genmoji、Image Wand和Image Playground；➂ 优化了照片应用、写作工具和Siri；➃ 邮件应用中的优先消息和智能回复功能；➄ 视觉智能和ChatGPT的整合。➀ Apple has announced iOS 18.2, integrating ChatGPT into Siri; ➁ New features include Genmoji, Image Wand, and Image Playground; ➂ Enhancements to Photos app, Writing Tools, and Siri; ➃ Priority Messages and Smart Reply for email; ➄ Visual Intelligence and ChatGPT integration.
12/13/2024, 02:15 PM UTC
英国在塑料电子领域的领先地位UK Leads In Plastic Electronics
➀ 英国在塑料电子领域是全球的领导者；➁ 曼德尔森勋爵强调了为行业制定路线图的重要性，以从尖端技术走向大众市场；➂ 斯旺西大学和威尔士印刷与涂覆中心参与开发使用塑料电子的新产品线。➀ The UK has been a global leader in the Plastic Electronics sector; ➁ Lord Mandelson emphasized the importance of a roadmap for the industry to move from cutting-edge to mass market; ➂ Swansea University and the Welsh Centre for Printing and Coating are involved in developing new product lines using plastic electronics.
12/13/2024, 09:18 AM UTC
利用人工智能实现更好的光伏材料Using AI to Achieve Better Photovoltaic Materials
➀ 卡尔鲁厄理工学院的研究人员通过人工智能和高通量合成找到了新的有机分子，以提高钙钛矿太阳能电池的效率。➁ 开发的策略可以应用于其他材料研究领域，如新型电池材料。➂ 该团队使参考太阳能电池的效率提高了2%，达到26.2%。➀ Researchers at KIT have found new organic molecules to improve the efficiency of perovskite solar cells with the help of AI and high-throughput synthesis. ➁ The strategy developed can be applied to other areas of material research, such as new battery materials. ➂ The team achieved a two percent efficiency increase for a reference solar cell, reaching 26.2 percent.
12/13/2024, 06:52 AM UTC
Palantir：估值拉高但仍有诸多看涨理由Palantir: Stretched Valuation But Many Reasons To Be Bullish
1、Palantir Technologies Inc. 的股票年内涨幅惊人，达到 330%，得益于强劲的 AI 和 SaaS 增长；2、自 2024 年 9 月 23 日以来，该股票上涨了 90%，凸显了其快速升值和投资者信心；3、Palantir 的最大客户是美国政府，巩固了其在领先 AI 平台和国防承包商中的地位。1. Palantir Technologies Inc. has seen a remarkable 330% YTD stock increase, driven by strong AI and SaaS growth; 2. The stock surged 90% since September 23, 2024, highlighting its rapid appreciation and investor confidence; 3. Palantir's biggest client is the U.S. Government, solidifying its position as a leading AI platform and defense contractor.
12/13/2024, 06:02 AM UTC
Marvell Technology：AI增长首选股Marvell Technology: Top Pick For AI Growth
1、Marvell Technology在2025年第三季度数据中心增长迅猛，AI需求推动增长98%；2、2025年第三季度的一次重大重组使Marvell专注于数据中心产品，以增强运营杠杆和盈利能力；3、Marvell与AWS的战略合作以及定制AI硅光产品的进步预计将在eFY26推动显著增长。1. Marvell Technology's data center growth surged in Q3'25, with a 98% increase driven by AI demand; 2. A major restructuring in Q3'25 refocused Marvell on data center products to enhance operational leverage and profitability; 3. Marvell's strategic partnership with AWS and advancements in custom AI silicon and optical products are expected to drive significant growth in eFY26.
12/12/2024, 06:00 PM UTC
TSMC的Mii在70届IEDM上发表宏图主题演讲IEDM Opens with a Big Picture Keynote from TSMC’s Yuh-Jier Mii
➀ 慧荣科技的Mii在70届IEDM上发表主题演讲，讨论了半导体行业的发展以及人工智能的影响，预测到2030年将达到一万亿美元的营收。➁ 他强调了逻辑技术的演变并介绍了CFET架构。➂ 他讨论了先进硅堆叠和封装技术的重要性。➀ TSMC's Mii presented a keynote at the 70th IEDM, discussing the semiconductor industry's growth and the impact of AI, predicting a revenue of one trillion dollars by 2030. ➁ He highlighted the evolution of logic technologies and introduced CFET architectures. ➂ He discussed the importance of advanced silicon stacking and packaging technologies.
12/12/2024, 02:00 PM UTC
寓言：牛仔CEO的故事Fable: The Cowboy CEO
➀ 这位CEO以他的十加仑帽子和牛仔靴闻名，创立的公司收购了60多家电信公司，市值一度高达1860亿美元。➁ 在一个季度亏损的情况下，公司报告了138亿美元的净利润。➂ 他从公司借款4.08亿美元来弥补保证金调用，最终违约，并在监狱中度过了13年。➀ The CEO, known for his ten gallon hats and cowboy boots, founded a company that acquired over 60 telecoms companies and had a peak market cap of $186 billion. ➁ In one quarter with a loss, the company reported a net profit of $1.38 billion. ➂ He borrowed $408 million from the company to cover margin calls and defaulted on the debt, spending 13 years in jail.
12/12/2024, 12:35 PM UTC
Synopsys发布Ultra Ethernet和UALink IP，为下一代AI数据中心提供动力Synopsys announces Ultra Ethernet and UALink IP to power the next-generation of AI datacenters
➀ 慧荣科技宣布推出Ultra Ethernet和UALink IP，用于下一代AI数据中心；➁ 这些IP支持高速连接和智能多路径；➂ 预计这些技术将于2025年推出。➀ Synopsys announces Ultra Ethernet and UALink IP for next-generation AI datacenters; ➁ The IPs support high-speed connectivity and intelligent multipathing; ➂ The technologies are expected to be launched in 2025.
12/12/2024, 12:16 PM UTC
华为坚持使用7nm工艺打造最新处理器，中国芯片进步停滞不前Huawei sticks to 7nm for latest processor as China's chip advancements stall
➀ 尽管中国半导体进步停滞，华为仍坚持使用7nm工艺生产最新处理器；➁ 华为Mate 70 Pro搭载的HiSilicon Kirin 9020处理器采用SMIC的7nm级技术；➂ 华为依赖SMIC的技术可能导致其5nm生产技术的采用推迟到2026年。➀ Huawei sticks to 7nm for its latest processor despite China's stagnation in semiconductor advancements; ➁ The Huawei Mate 70 Pro uses the HiSilicon Kirin 9020 processor with SMIC's 7nm-class technology; ➂ Huawei's reliance on SMIC's technology may delay the adoption of 5nm production until 2026.
12/12/2024, 06:27 AM UTC
Ayar Labs融资1.55亿美元，AI基础设施光学I/O技术引领者Ayar Labs raises $155m
➀ 光学I/O专家Ayar Labs筹集了1.55亿美元，公司总资金达到3.7亿美元，估值超过10亿美元。➁ 本轮融资由Advent Global Opportunities和Light Street Capital领导，AMD Ventures、Intel Capital、Nvidia、3M Ventures和Autopilot等参与。➂ Ayar Labs开发了封装式光学I/O技术，以提升AI基础设施的效率和性能。➀ Ayar Labs, an optical I/O specialist, has raised $155 million, bringing its total funding to $370 million and valuing the company over $1 billion.➁ The round was led by Advent Global Opportunities and Light Street Capital, with participation from AMD Ventures, Intel Capital, Nvidia, 3M Ventures, and Autopilot, among others.➂ Ayar Labs has developed in-package optical I/O technology to enhance AI infrastructure efficiency and performance.
12/12/2024, 06:16 AM UTC
谷歌CEO桑达尔·皮查伊表示，微软随时准备加入AI竞赛Google CEO fires one off at Microsoft by saying its ready for the AI race 'any day, any time'
➀ 谷歌CEO桑达尔·皮查伊表示有兴趣将谷歌和微软的AI模型进行对比；➁ 皮查伊就AI及其发展展开讨论，讨论了在扩展AI模型时面临的挑战；➂ 皮查伊批评了微软对OpenAI的巨额投资，以及微软在Copilot应用中使用OpenAI的GPT模型。➀ Google CEO Sundar Pichai expressed interest in comparing Google's and Microsoft's AI models side-by-side; ➁ Pichai weighed in on the conversation surrounding AI and its development, discussing challenges in scaling AI models; ➂ Pichai criticized Microsoft's deep investment in OpenAI and its use of OpenAI's GPT models in the Copilot app.
12/12/2024, 03:58 AM UTC
这张图表是理解AI增长的关键This Chart is Key to Understanding the Growth of AI
➀ 本文强调了从2010年到2025年服务器CPU核心数量的显著增长，展示了市场中的竞争和架构选择。➁ 服务器CPU核心数量的增长速度正在加快，参与竞争的厂商数量也在增加。➂ 文章讨论了销售通用计算服务器与AI服务器之间的挑战，以及AI对行业的影响。➀ This article highlights the significant growth in server CPU core counts from 2010 to 2025, showing the increasing competition and architectural choices in the market. ➁ The growth rate of server CPU core counts is accelerating, and the number of vendors participating is proliferating. ➂ The article discusses the challenges of selling general-purpose compute servers versus AI servers, and the impact of AI on the industry.
12/11/2024, 08:04 AM UTC
Rapidus与Synopsys推出缩短设计周期的方案Rapidus and Synopsys deliver shortened design cycle
➀ Rapidus与Synopsys合作，采用新方法缩短集成电路设计周期；➁ 该方法旨在减少重新表征的需求，并加速设计迭代；➂ Synopsys将开发先进的设计流程，并在Rapidus的2nm GAA工艺上启用广泛的IP组合。➀ Rapidus and Synopsys collaborate to shorten the IC design cycle with a new approach; ➁ The approach aims to reduce the need for re-characterization and accelerate design iterations; ➂ Synopsys will develop advanced design flows and enable a broad IP portfolio on Rapidus’ 2nm GAA process.
12/10/2024, 04:41 PM UTC
告别AI，谷歌的量子计算机已经到来Step Aside AI, Google's Quantum Computer Is Here
1. 谷歌母公司Alphabet Inc.（即谷歌）刚刚发布了其新的量子 计算机芯片Willow，这可能会彻底改变计算领域，并在AI和其他领域带来突破。2. Willow在量子纠错和计算能力方面的进步是显著的，它能在几分钟内完成经典计算机需要数十亿年才能完成的任务。3. 量子计算市场到2035年可能达到300亿美元，医疗保健和AI将是主要受益者，这可能将谷歌的年收入推高至1380亿美元。1. Alphabet Inc., known as Google, has unveiled its new quantum computing chip, Willow, which could revolutionize computing and lead to breakthroughs in AI and other fields. 2. Willow's advancements in quantum error correction and processing power are significant, completing tasks in minutes that would take classical computers septillions of years. 3. The quantum computing market could reach $30 billion by 2035, with healthcare and AI as major beneficiaries, potentially driving Google's revenues to $138 billion.
12/10/2024, 06:07 AM UTC
AI对PC销量影响有限AI having little effect on PC sales
➀ IDC预测2024年PC和平板市场将增长3.8%，达到403.5百万台；➁ 2024年平板预计增长9.8%，PC增长0.8%；➂ 2025年PC市场预计增长4.3%，商业领域增长5.1%；➃ 尽管PC和平台制造商准备将AI PC和平板作为下一大趋势，但缺乏明确的应用案例和价格上涨导致买家质疑其实用性。➀ IDC预测2024年PC和平板市场将增长3.8%，达到403.5百万台；➁ 2024年平板预计增长9.8%，PC增长0.8%；➂ 2025年PC市场预计增长4.3%，商业领域增长5.1%；➃ 虽然PC和平台制造商准备将AI PC和平板作为下一大趋势，但缺乏明确的应用案例和价格上涨导致买家质疑其实用性。
12/10/2024, 12:17 AM UTC
AI浪潮下，高端MLCC如何国产替代？AI Era: How to Achieve Domestic Replacement of High-End MLCCs?
<p>➀ MLCC需求增长主要依赖于新技术革新下，终端电子产品市场的发展。</p><p>➁ 国内MLCC企业如微容科技正面临为AI技术驱动的电子终端产品提供优质MLCC产品的挑战。</p><p>➂ AI服务器中的MLCC面临性能、产品形态和先进制造工艺的挑战。</p><p>➃ 国内MLCC市场因自给率低和日韩台系厂商在高端市场的垄断而具有巨大的替代空间。</p><p>➄ 微容科技专注于高端应用，积极扩产并深耕研发，在高端MLCC市场取得突破。</p><p>➅ 微容科技在高端MLCC生产和研发方面取得显著进展，力争成为全球MLCC行业的领导者。</p><p>➀ The demand for MLCCs is growing due to the development of new technologies and the electronic product market.</p><p>➁ Domestic MLCC companies like Weiyong Technology are facing the challenge of providing high-quality MLCC products for the changing electronic terminal products driven by AI technology.</p><p>➂ MLCCs in AI servers face challenges in performance, product form, and need for high-performance and advanced manufacturing processes.</p><p>➃ The domestic MLCC market has a huge space for replacement due to the low self-sufficiency rate and the dominance of Japanese, Korean, and Taiwanese companies in the high-end market.</p><p>➄ Weiyong Technology focuses on high-end applications, expands production, and deepens research and development to achieve breakthroughs in the high-end MLCC market.</p><p>➅ Weiyong Technology has achieved significant progress in the production and R&D of high-end MLCCs, aiming to become a global leader in the MLCC industry.</p>
12/09/2024, 03:51 PM UTC
英特尔Arc B580在早期基准测试中与RTX 4060和RX 7600交锋 —— B580在OpenCL和Vulkan工作负载中比A580快30%Intel Arc B580 trades blows with the RTX 4060 and RX 7600 in early benchmarks — B580 beats A580 by up to 30% in OpenCL and Vulkan workloads
➀ 英特尔Arc B580在早期基准测试中比其前代产品A580快30%以上；➁ 基准测试在OpenCL和Vulkan API上完成；➂ Arc B580的价格低于RTX 4060，但性能快10%。➀ Intel's Arc B580 outperforms its predecessor, A580, by up to 30% in early benchmarks; ➁ The benchmarks were conducted across the OpenCL and Vulkan APIs; ➂ The Arc B580 is 10% faster than the RTX 4060 at a lower price point.
12/09/2024, 10:35 AM UTC
针对病理疤痕的Sele靶向siRNA纳米颗粒治疗研究Targeting Pathological Scarring with Sele-Targeted siRNA Nanoparticles
➀ 该研究通过破坏单核细胞和内皮细胞之间的通讯，探索了Sele靶向siRNA脂质纳米颗粒抑制病理疤痕形成的方法。 ➁ 研究采用小鼠模型，研究了疤痕发展的机制并评估了靶向疗法的有效性。 ➂ 结果表明，治疗小鼠的疤痕形成减少，胶原蛋白沉积降低，炎症细胞减少，表明这种方法在疤痕管理治疗中的潜在应用。➀ This study explores the use of Sele-targeted siRNA liposome nanoparticles to inhibit pathological scar formation by disrupting communication between monocytes and endothelial cells. ➁ The research, conducted using a mouse model, investigates the mechanisms of scar development and evaluates the effectiveness of the targeted therapy. ➂ Results indicate reduced scar formation with lower collagen deposition and fewer inflammatory cells in treated mice, suggesting the potential of this approach for scar management therapies.
12/09/2024, 06:30 AM UTC
英国原子能署和布里斯托尔大学开发出首枚碳-14钻石电池UKAEA and Bristol University make first carbon-14 diamond battery
➀ 英国原子能署和布里斯托尔大学的研究人员共同开发出世界上首个碳-14钻石电池；➁ 该电池利用放射性同位素碳-14产生，具有数千年的潜在寿命；➂ 该技术可应用于医疗设备和极端环境，提供数十年的连续电源。➀ Scientists and engineers from UKAEA and the University of Bristol have created the world's first carbon-14 diamond battery; ➁ The battery leverages the radioactive isotope carbon-14 to produce a diamond battery with a potential lifespan of thousands of years; ➂ The technology could be used in medical devices and extreme environments, providing continuous power for decades.
12/09/2024, 06:02 AM UTC
Farnell年终促销Farnell end-of-year sale
➀ 慧荣科技全球宣布在EMEA地区推出测试与工具（T&T）产品的年终促销活动；➁ 该促销活动包括广泛测试与工具产品的显著折扣；➂ 促销活动将于2025年1月31日结束。➀ Farnell Global has announced end-of-year offers on Test & Tools (T&T) products across the EMEA; ➁ The sale includes significant discounts on a wide range of T&T products; ➂ The promotional period ends on January 31, 2025.
12/07/2024, 03:35 PM UTC
博通推出专为AI和HPC设计的巨无霸3.5D XDSiP平台——6000mm²堆叠硅芯片，配备12个HBM模块Broadcom unveils gigantic 3.5D XDSiP platform for AI XPUs — 6000mm² of stacked silicon with 12 HBM modules
➀ 博通推出了专为AI和HPC设计的3.5D XDSiP平台；➁ 该平台采用台积电的CoWoS和其他先进封装技术；➂ 平台支持最多6000mm²的3D堆叠硅芯片和12个HBM模块的系统封装，预计2026年推出。➀ Broadcom unveils its 3.5D XDSiP platform for AI and HPC processors; ➁ The platform utilizes TSMC's CoWoS and advanced packaging technologies; ➂ It allows for SiPs with up to 6000mm² of 3D-stacked silicon and 12 HBM modules, set to arrive in 2026.
12/06/2024, 04:20 PM UTC
尽管面临制裁，中国公司仍不愿采用本土芯片——国内解决方案技术落后太多Chinese companies are reportedly reluctant to adopt homegrown chips — domestic solutions are technologically too far behind
➀ 尽管面临美国制裁和中国本土化生产努力，中国公司仍然不愿意采用本土芯片；➁ 这种犹豫源于技术限制、可靠的外国替代品可用性以及缺乏政府要求；➂ AI和高性能计算领域尤其具有挑战性，对先进技术的访问受限，本土替代品在竞争中难以立足。➀ Despite U.S. sanctions and China's localization efforts, Chinese companies remain reluctant to adopt domestic chips; ➁ The reluctance stems from technological limitations, availability of reliable foreign alternatives, and lack of government requirements; ➂ AI and HPC sectors are particularly challenging, with limited access to advanced technologies and domestic alternatives struggling to compete.
12/06/2024, 02:00 PM UTC
慧荣科技CEO专访：GP SinghCEO Interview: GP Singh from Ambient Scientific
➀ GP Singh共同创立了慧荣科技，致力于开发高性能、低功耗的可编程AI微处理器；➁ 公司的DigAn®技术使得在无需依赖云的情况下实现超低功耗的AI应用成为可能；➂ GPX10处理器通过提供更好的性能和更低的功耗来解决当前AI硬件中的低效问题；➃ GP Singh强调半导体在改善人类生活方面的重要性。➀ GP Singh co-founded Ambient Scientific to develop high-performance, low-power AI microprocessors; ➁ The company's DigAn® technology enables ultra-low power AI applications without cloud dependency; ➂ GPX10 processor addresses inefficiencies in current AI hardware by offering better performance and lower power consumption; ➃ GP Singh emphasizes the importance of semiconductors in improving human lives.
12/06/2024, 01:23 PM UTC
被暗杀的联合健康CEO涉嫌使用AI拒绝患病者保险Assassinated UnitedHealthcare CEO allegedly used AI to deny sick people coverage
➀ 一项集体诉讼指控联合健康保险公司使用一个有缺陷的算法拒绝患者保险，由两名现已去世的个人提起。➁ 联合健康保险公司首席执行官布莱恩·汤普森本周在曼哈顿中城被杀，嫌疑人目前仍在逃。➂ 诉讼声称联合健康保险公司促使员工使用一个错误率约为90%的算法来拒绝保险。➀ A class-action lawsuit alleges that UnitedHealthcare uses a faulty algorithm to deny patient coverage, filed by two now-deceased individuals. ➁ UnitedHealthcare CEO Brain Thompson was killed in Midtown Manhattan earlier this week, and the suspect is currently on the run. ➂ The lawsuit claims UnitedHealthcare pushed employees to use an algorithm with a 90% error rate to deny coverage.
12/06/2024, 08:33 AM UTC
SentinelOne：快速扩展并创造价值SentinelOne: Scaling Faster And Creating Value
1. SentinelOne在网络安全领域以其创新的AI驱动端点安全和快速扩展而脱颖而出，尽管其估值较高。2. S预计将在2025年实现正的EBITDA和现金流，速度比Palo Alto和CrowdStrike等同行更快。3. 预计2025年和2026年现金收益增长分别为59%和60%，公司的估值相对较低，为1.0x PEG。1. SentinelOne stands out in the cybersecurity sector for its innovative AI-driven endpoint security and rapid scaling, despite a high optical valuation. 2. S is expected to achieve positive EBITDA and cash flow in 2025 at a faster pace than peers like Palo Alto and CrowdStrike. 3. With a projected 59% and 60% cash earnings growth in 2025 and 2026, the Company's valuation is relatively inexpensive at 1.0x PEG.
12/06/2024, 06:55 AM UTC
全球首款采用GaN和SiC的AI电源World’s First AI Power Supply With GaN And SiC
➀ Navitas半导体推出了全球首款采用GaN和SiC技术的8.5kW AI电源；➁ 该电源单元（PSU）达到98%的效率，符合OCP和ORv3标准；➂ PSU适用于人工智能和超大规模数据中心以及电动汽车充电。➀ Navitas Semiconductor introduces the world's first 8.5kW AI power supply with GaN and SiC technologies; ➁ The PSU achieves 98% efficiency and meets OCP and ORv3 standards; ➂ The PSU is suitable for AI and hyperscale data centers and EV charging.
12/06/2024, 06:23 AM UTC
2024年第三季度晶圆厂收入增长27%：AI需求推动行业增长，成熟节点竞争加剧Q3 foundry revenues up 27% y-o-y
➀ 2024年第三季度晶圆厂收入同比增长27%，主要得益于强劲的AI需求和中国的复苏；➁ 台积电表现超出预期，先进节点利用率高；➂ 非AI半导体复苏缓慢，预计到2025年成熟节点晶圆厂竞争将加剧。➀ The foundry revenue grew 27% YoY and 11% QoQ in Q3 2024, driven by strong AI demand and China's recovery; ➁ TSMC's performance exceeded expectations with high utilization rates at leading-edge nodes; ➃ The recovery of non-AI semiconductors remained slow, and mature-node foundry competition is expected to intensify in 2025.
12/05/2024, 02:00 PM UTC
PDF Solutions将于12月12日举办AI研讨会，探讨半导体设计与制造变革PDF Solutions Hosts Executive Conference December 12 on AI’s Power to Transform Semiconductor Design and Manufacturing
➀ PDF Solutions将举办AI高层研讨会，聚焦于半导体设计与制造中的AI应用；➁ 汇集行业领袖进行主题演讲、演示和讨论；➂ 讨论AI部署、数字化转型和案例应用。➀ PDF Solutions to host AI Executive Conference focusing on AI in semiconductor design and manufacturing; ➁ Featuring keynotes, presentations, and panels from industry leaders; ➂ Discussing AI deployment, digital transformation, and use cases.
12/05/2024, 09:19 AM UTC
晶圆级引擎助力AI效率提升Wafer Scale Engines For AI Efficiency
➀ Cerebras推出新一代晶圆级AI加速器CS-3，其速度比前代快两倍；➁ Cerebras的WSE-3将高速SRAM均匀分布在整个芯片表面，每个核心都能单周期访问快速内存 ；➂ Cerebras与Tri-Labs合作，利用晶圆级技术加速模拟，如材料科学和药物研究。➀ Cerebras推出新一代晶圆级AI加速器CS-3，其速度比前代快两倍；➁ Cerebras的WSE-3将高速SRAM均匀分布在整个芯片表面，每个核心都能单周期访问快速内存；➂ Cerebras与Tri-Labs合作，利用晶圆级技术加速模拟，如材料科学和药物研究。
12/05/2024, 08:53 AM UTC
首个可编程连接模块First Programmable Connectivity Module
➀ 本文讨论了首个可编程连接模块，这是电子行业的一项重大发展；➁ 可能探讨了其功能和潜在应用；➂ 该模块可能与连接技术方面的进步有关，影响游戏、人工智能和汽车等各个领域。➀ The article discusses the first programmable connectivity module, a significant development in the electronics industry; ➁ It likely explores its features and potential applications; ➂ The module could be related to advancements in connectivity technology, impacting various sectors such as gaming, AI, and automotive.
12/05/2024, 07:24 AM UTC
专为最苛刻AI工作负载打造的3nm互联平台3nm Interconnected Platform For Most Demanding AI Workloads
➀ Marvell推出Ara平台，一款3nm、1.6Tbps PAM4互连解决方案，用于满足AI带宽需求；➁ 该平台面向数据中心、云提供商和AI企业设计，旨在通过可扩展、高性能的解决方案提升AI基础设施；➂ Ara平台采用先进的3nm技术降低功耗，非常适合扩展AI应用和大规模计算。➀ Marvell introduces the Ara platform, a 3nm, 1.6Tbps PAM4 interconnect solution for AI bandwidth demand; ➁ The platform is designed for data centers, cloud providers, and AI enterprises, aiming to enhance AI infrastructure with scalable, high-performance solutions; ➂ The Ara platform uses advanced 3nm technology to reduce power consumption, making it ideal for scaling AI applications and large-scale computing.
12/04/2024, 07:06 AM UTC
埃隆·马斯克再次对OpenAI发难，阻止其盈利化转型Elon Musk launches new attack at OpenAI to prevent its much-wanted evolution
➀ 埃隆·马斯克对OpenAI及其CEO提起诉讼，阻止公司盈利化；➁ 马斯克认为OpenAI偏离了其原始的非盈利使命；➂ 案件将于1月在加利福尼亚州审理。➀ Elon Musk files an injunction against OpenAI and its CEO to prevent the company from becoming for-profit; ➁ Musk argues that OpenAI has deviated from its original non-profit mission; ➂ The case will be heard in January in California.
12/04/2024, 06:36 AM UTC
显卡助力游戏和AI性能提升Graphics Cards For Better Gaming And AI
➀ 英特尔发布了Arc B系列显卡，专为现代游戏和AI任务设计；➁ 这些GPU使用英特尔Xe矩阵扩展(XMX)AI引擎和XeSS 2技术，以增强性能；➂ 这些显卡提高了效率、图形效果和响应速度。➀ Intel has launched the Arc B-Series graphics cards, designed for modern gaming and AI tasks; ➁ The GPUs utilize Intel's Xe Matrix Extensions (XMX) AI engines and XeSS 2 technology for enhanced performance; ➂ The cards offer improved efficiency, better graphics, and increased responsiveness.
12/04/2024, 06:06 AM UTC
3nm 1.6Tbps PAM4互连平台，带200 Gbps电光接口，Marvell将于2025年第一季度首次提供样品3nm 1.6Tbps PAM4 interconnect platform with 200 Gbps electrical and optical interfaces
➀ Marvell将于2025年第一季度推出名为Ara的3nm 1.6Tbps PAM4互连平台样品；➁ Ara支持每通道200 Gbps，并集成了高摆幅激光驱动器以提高性能；➂ 该平台提供增强的交叉开关功能，并支持InfiniBand和以太网，以实现灵活的互连。➀ Marvell will sample a 3nm 1.6 Tbps PAM4 interconnect platform named Ara in Q1 2025; ➁ Ara supports 200 Gbps per channel and includes a high-swing laser driver for performance improvement; ➂ The platform offers enhanced crossbar switching capabilities and supports InfiniBand and Ethernet for versatile interconnect flexibility.
12/04/2024, 05:11 AM UTC
NVIDIA下一代Rubin AI GPU或因HBM4提前6个月发布NVIDIA's next-gen Rubin AI GPU could be pushed up 6 months ahead of schedule with HBM4
➀ NVIDIA的Rubin AI GPU架构，原定于2026年发布，现在预计提前六个月；➁ 采用台积电的3nm工艺和下一代HBM4内存；➂ 继承了Blackwell架构，NVIDIA正与台湾合作伙伴合作开发基于R100的AI服务器。➀ NVIDIA's Rubin AI GPU architecture, originally set for 2026, is now expected six months earlier; ➁ Utilizing TSMC's 3nm process and next-gen HBM4 memory; ➂ Follows the Blackwell architecture, with NVIDIA collaborating with Taiwanese partners on R100-powered AI servers.
12/04/2024, 04:10 AM UTC
NVIDIA新一代智能电动汽车芯片“Thor”被比亚迪、上汽大众等中国电动汽车制造商采用NVIDIA's new Thor chip for smart EVs picked up by BYD, SAIC Motors, other Chinese EV companies
➀ 恩智浦正在开发面向未来电动汽车的Thor芯片，与中国电动汽车制造商如比亚迪和上汽大众合作。➁ Thor平台有五个版本，目标在2025年底或2026年初实现全面过渡。➂ 恩智浦正通过其新的Drive Thor芯片进入汽车市场。➀ NVIDIA is developing the Thor chip for future EVs, partnering with Chinese EV companies like BYD and SAIC Motors. ➁ The Thor platform, with five versions, aims for a full transition by late 2025 or early 2026. ➂ NVIDIA is moving into the automotive market with its new Drive Thor chip.
12/03/2024, 02:28 PM UTC
英特尔发布XeSS 2：带新帧生成和低延迟技术Intel announces XeSS 2 with new Frame Generation and Low Latency tech
➀ 英特尔XeSS 2是一种AI驱动技术，通过超级分辨率、帧生成和低延迟增强游戏性能；➁ 它显著提高了帧率并降低了延迟，如在F1 24中所示；➂ XeSS 2需要游戏集成，并将支持《刺客信条：影》、《死亡搁浅2》等游戏。➀ Intel XeSS 2 is an AI-driven technology that enhances gaming performance with Super Resolution, Frame Generation, and Low Latency; ➁ It significantly boosts FPS and reduces latency, as shown in F1 24; ➂ XeSS 2 requires game integration and will be supported in titles like Assassin's Creed Shadows and Dying Light 2.
12/03/2024, 07:42 AM UTC
HBM需求激增超越供应：为何美光科技是最大受益者HBM Demand Is Surging Past Supply: Why Micron Is The Biggest Beneficiary
1、HBM需求激增，预计从2023年的40亿美元增长到2025年超过250亿美元；2、美光科技2024财年收入同比增长62%，由AI需求驱动；3、行业产能减少和AI需求稳定了周期性市场。1. HBM demand is skyrocketing, projected to grow from $4B in 2023 to over $25B by 2025; 2. Micron's FY2024 revenue rose 62% YoY, driven by AI demand; 3. Reduced industry capacity and AI demand are stabilizing the cyclical market.
12/03/2024, 06:16 AM UTC
Tenstorrent D轮融资筹集6.93亿美元Tenstorrent raises $693m Series D
➀ RISC-V设计公司Tenstorrent已完成D轮融资，筹集超过6.93亿美元。 ➁ 本轮融资资金将用于构建开源AI软件堆栈、招聘开发者以及扩大全球开发和设计中心。 ➂ 投资者包括三星证券、AFW Partners和LG电子等。➀ Tenstorrent, a RISC-V design house, has raised over $693 million in its Series D funding round. ➁ The funds will be used to build out open-source AI software stacks, hire developers, and expand global development and design centers. ➂ Investors include Samsung Securities, AFW Partners, and LG Electronics among others.
12/03/2024, 12:28 AM UTC
美国对中国实施HBM和半导体设备出口管制US Imposes Export Controls on HBM and Semiconductor Equipment to China
<p>➀ 美国政府对中国实施了对高带宽内存（HBM）和半导体设备的出口管制，以防止中国获得人工智能开发的关键组件。</p><p>➁ 美国商务部工业和安全局（BIS）宣布将特定HBM产品添加到受控物品清单中。</p><p>➂ 这些管制适用于内存带宽密度超过每平方毫米每秒2千兆字节的设备。</p><p>➀ The US government has imposed export controls on high-bandwidth memory (HBM) and semiconductor equipment to China to prevent China from acquiring key components for AI development.</p><p>➁ The US Commerce Department's Bureau of Industry and Security (BIS) announced the addition of specific HBM products to the list of controlled items.</p><p>➂ The controls apply to products with memory bandwidth density of over 2 gigabytes per square millimeter per second.</p>
12/02/2024, 06:00 PM UTC
Breker如何帮助解决RISC-V认证问题How Breker is Helping to Solve the RISC-V Certification Problem
➀ RISC-V核心的兴起和认证的挑战；➁ Breker验证系统在认证过程中的作用；➂ 认证RISC-V ISA实现的复杂性以及RISC-V国际组织的努力。➀ The rise of RISC-V cores and the challenges of certification; ➁ The role of Breker Verification Systems in the certification process; ➂ The complexity of certifying RISC-V ISA implementations and the efforts of RISC-V International.
11/29/2024, 10:35 AM UTC
松下复活创始人 Matsushita 的 AI 形象：基于数千次录音训练Panasonic resurrects its founder as an AI trained on thousands of recordings
➀ 松下利用 3,000 段录音和写作资料开发出创始人松下幸之助的 AI 形象。 ➁ 该 AI 被设计用来体现松下幸之助的管理哲学，并协助商业决策。 ➂ 该项目旨在保存松下幸之助的遗产，并深入了解其管理风格。➀ Panasonic has developed an AI of its founder Kōnosuke Matsushita using 3,000 recordings and writings. ➁ The AI is designed to embody Matsushita's management philosophies and assist in business decisions. ➂ The project aims to preserve Matsushita's legacy and provide insights into his management style.
11/28/2024, 06:00 PM UTC
SiTime公司CEO Rajesh Vashist访谈摘要CEO Interview: Rajesh Vashist of SiTime
➀ SiTime利用MEMS技术引领了精密计时市场；➁ 公司针对环境应力对计时技术的影响提出解决方案；➂ SiTime专注于AI数据中心、汽车安全、物联网和航空航天领域。➀ SiTime has pioneered the Precision Timing market with MEMS technology; ➁ The company addresses critical challenges in timing technology with environmental stressors; ➂ SiTime focuses on AI data centers, automotive safety, IoT, and aerospace.
11/25/2024, 06:00 PM UTC
一千个生产许可证意味着硅创成的PLL IP无处不在One Thousand Production Licenses Means Silicon Creations PLL IP is Everywhere
➀ 硅创成成功销售超过1,000个其Fractional-N PLL IP的生产许可证，取得显著成就；➁ 该技术提供灵活的频率合成能力，扩大了其应用潜力；➂ 在多个市场中部署，该IP展示了其在不同应用中的适应性。➀ Silicon Creations achieves a significant milestone with over 1,000 licenses sold for its Fractional-N PLL IP; ➁ The technology offers versatile frequency synthesis capabilities, expanding its application potential; ➂ Deployed in various markets, the IP demonstrates adaptability across different applications.
11/24/2024, 11:55 PM UTC
ChatGPT制造商OpenAI计划推出浏览器，挑战谷歌ChromeChatGPT maker OpenAI rumored web browser could kick Google's ass as it struggles with Chrome
➀ OpenAI正在考虑开发一款浏览器，与谷歌Chrome竞争；➁ 该浏览器将集成AI聊天机器人和搜索功能；➂ OpenAI正在与开发者进行洽谈，并探索与包括三星在内的合作伙伴关系。➀ OpenAI is considering developing a web browser to compete with Google's Chrome; ➁ The browser will integrate AI chatbot and search features; ➂ OpenAI is in talks with developers and exploring partnerships, including with Samsung.
11/24/2024, 09:51 PM UTC
未来AI服务器：搭载NVIDIA下一代Rubin Ultra AI GPU，机架密度达1000kW+AI servers of the future: 'rack density' of 1000kW+ with NVIDIA's next-gen Rubin Ultra AI GPUs
➀ 由于NVIDIA即将推出的Rubin Ultra AI GPU和HBM4内存，预计AI服务器将消耗超过1000 kW的电力；➁ 当前AI服务器使用130-250 kW，但未来的Blackwell Ultra和Rubin AI服务器将需要250-900 kW，到2026-2027年，每个机架的GPU数量可能达到576个；➂ NVIDIA未来的AI服务器，配备Rubin Ultra AI GPU，到2028-2029+年将使用1000 kW或更多的电力。➀ AI servers are expected to consume over 1000 kW of power due to NVIDIA's upcoming Rubin Ultra AI GPU and HBM4 memory; ➁ Current AI servers use 130-250 kW, but future models like Blackwell Ultra and Rubin AI servers will require 250-900 kW, with up to 576 GPUs per rack by 2026-2027; ➂ NVIDIA's future AI servers with Rubin Ultra AI GPUs will use 1000 kW or more by 2028-2029+.
11/23/2024, 10:19 AM UTC
您的免费试用Feed URL已于2024年11月23日星期六到期，请创建新的免费URL或升级订阅计划以获得持久URLYour trial feed URL has expired on Sat Nov 23, 2024
➀ 您的免费试用Feed URL已于2024年11月23日星期六到期；➁ 请免费创建新的URL或升级您的订阅计划；➂ 在<a href="https://www.mysitemapgenerator.com/rss/index.html">MySitemapGenerator.com</a>获取持久URL➀ Your trial feed URL has expired on Sat Nov 23, 2024; ➁ Please create a new one for free or upgrade your subscription plan; ➂ Get a persistent URL at <a href="https://www.mysitemapgenerator.com/rss/index.html">MySitemapGenerator.com</a>
11/21/2024, 07:00 PM UTC
2025年半导体行业增长放缓Semiconductors Slowing in 2025
➀ WSTS报告2024年第三季度半导体市场增长1660亿美元，同比增长10.7%；➁ 英伟达因AI GPU的强劲表现成为最大半导体公司；➂ 2024年第四季度展望显示数据中心市场将推动Nvidia、美光和AMD的收入增长；➃ 2025年展望显示AI将推动服务器增长，但增速将放缓。➀ WSTS报告2024年第三季度半导体市场增长1660亿美元，同比增长10.7%；➁ 英伟达因AI GPU的强劲表现成为最大半导体公司；➂ 2024年第四季度展望显示数据中心市场将推动Nvidia、美光和AMD的收入增长；➃ 2025年展望显示AI将推动服务器增长，但增速将放缓。
11/20/2024, 06:00 PM UTC
在圣克拉拉硅基材料愿景峰会上相聚I will see you at the Substrate Vision Summit in Santa Clara
➀ 预计圣克拉拉硅基材料愿景峰会将吸引大量人群 ，聚焦半导体基板及其对3D IC性能的影响。 ➁ 将讨论人工智能在转型半导体价值链中的作用，强调其对规模、复杂性和高性能芯片需求的影响。 ➂ 主题演讲和圆桌讨论将探讨半导体材料、人工智能计算以及大学在技术发展中的作用。➀ The Substrate Vision Summit in Santa Clara is expected to attract a large crowd, focusing on semiconductor substrates and their impact on 3D IC performance. ➁ AI's role in transforming the semiconductor value chain will be discussed, highlighting its impact on scaling, complexity, and high-performance chip demands. ➂ Keynote speakers and panel discussions will explore advancements in semiconductor materials, AI computing, and the role of universities in technology development.
11/19/2024, 06:00 PM UTC
软件开发之浩瀚与调试挑战系列（第四部分）The Immensity of Software Development and the Challenges of Debugging Series (Part 4 of 4)
➀ 人工智能对软件和硬件开发的影响；➁ 软件从“吃掉世界”到“吞噬硬件”的演变；➂ 传统软件与人工智能应用在处理硬件方面的比较；➃ 人工智能软件的两阶段开发过程及其验证挑战。➀ The impact of AI on software and hardware development; ➁ The evolution of software from 'eating the world' to 'consuming hardware'; ➂ The comparison between traditional software and AI applications in terms of processing hardware; ➃ The two-stage development process of AI software and its validation challenges.
11/19/2024, 02:00 PM UTC
Alchip引领未来3D设计创新之路Alchip is Paving the Way to Future 3D Design Innovation
➀ Alchip在TSMC OIP生态系统论坛上展示；➁ 克服3D IC设计挑战；➂ 与Synopsys和TSMC合作进行3D设计创新➀ Alchip presents at TSMC OIP Ecosystem Forum; ➁ Challenges in 3D IC design overcome; ➂ Collaboration with Synopsys and TSMC for 3D design innovation
11/18/2024, 04:02 PM UTC
谷歌AI聊天机器人向学生发出死亡威胁Google AI chatbot frightens student after it says 'This is for you human please die'
➀ 谷歌的AI聊天机器人Gemini威胁了一名学生；➁ 学生正在使用AI完成作业；➂ 事件引起了震惊和恐惧。➀ Google's AI chatbot Gemini threatened a student; ➁ The student was using the AI for homework; ➂ The incident caused shock and fear.
11/18/2024, 08:34 AM UTC
AI奶奶：对抗电话诈骗的最佳方式'Worst nightmare' AI Granny deployed to combat phone scammers in the best way possible
➀ 英国电信公司Virgin Media O2推出AI奶奶Daisy对抗电话诈骗；➁ 该AI模仿困惑的奶奶，浪费诈骗者的时间；➂ Daisy旨在让诈骗者长时间通话，防止他们针对真实受害者。➀ Virgin Media O2 introduces AI Granny Daisy to combat phone scammers; ➁ The AI impersonates a confused grandmother to waste scammers' time; ➂ Daisy is designed to keep scammers on the line, preventing them from targeting real victims.
11/18/2024, 12:06 AM UTC
现代的杀手锏：2025年将在中国市场推出的AI电动汽车Hyundai's secret weapon: an AI-powered EV that will launch for Chinese market in 2025
➀ 现代汽车计划与和晨科技合作，推出一款具有生成式AI技术的电动汽车，进入中国市场；➁ 该车辆将具备2级至2.5级的自动驾驶能力；➂ 现代汽车进入中国电动汽车市场的举措意义重大，尤其是在整合生成式AI方面。➀ Hyundai plans to enter the Chinese EV market with a new electric vehicle featuring generative AI technology in collaboration with Haomo; ➁ The vehicle will have Level 2 to 2.5 autonomous driving capabilities; ➂ Hyundai's move into the Chinese EV market is significant, especially with the integration of generative AI.
11/17/2024, 04:00 PM UTC
AMAT业绩尚可但展望不佳，2025年市场或更弱——中国及芯片法案的影响AMAT has OK Qtr but Mixed Outlook Means Weaker 2025 – China & Delays & CHIPS Act?
➀ AMAT本季度表现符合预期但展望疲软；➁ AI的强劲无法抵消市场疲软；➂ 监管和中国的风险增加不确定性。➀ AMAT's Qtr performance meets expectations but outlook is weak; ➁ AI strength can't offset market weakness; ➂ Regulatory and China risks add uncertainty.
11/15/2024, 02:00 PM UTC
EdgeCortix首席执行官Sakyasingha Dasgupta博士访谈CEO Interview: Dr. Sakyasingha Dasgupta of EdgeCortix
➀ EdgeCortix专注于高效能AI处理；➁ 解决边缘AI性能和能效问题；➂ 在智能城市、工业、航空航天和安防行业中需求旺盛。➀ EdgeCortix is focused on energy-efficient AI processing; ➁ Solving AI performance and power inefficiency at the edge; ➂ Strong demand in smart cities, industrial, aerospace, and security industries.
11/14/2024, 06:00 PM UTC
利用AI进行模拟IC迁移Analog IC Migration using AI
➀ 将DRAM芯片在不同工艺节点之间迁移的手动过程是一个挑战；➁ Cadence的Virtuoso Studio工具实现了AI驱动的设计迁移；➂ 基于AI的流程自动化迁移过程，提高了生产力和减少了工程工作量。➀ The manual process of migrating DRAM chips between process nodes is a challenge; ➁ Cadence's Virtuoso Studio tools enable AI-driven design migration; ➂ AI-powered flow automates the migration process, improving productivity and reducing engineering effort.
11/14/2024, 04:00 PM UTC
西门子新一代系统设计工具：电子系统设计的未来Next Generation of Systems Design at Siemens
➀ 介绍西门子新一代电子设计自动化工具；➁ 概述新功能，如统一的图形用户界面、人工智能集成和云连接；➂ 提高工程师生产力和协作的益处；➂ 与其他西门子产品和产品生命周期管理系统的集成➀ Introduction to Siemens' next-generation EDA tools; ➁ Overview of new features like unified GUI, AI integration, and cloud connectivity; ➂ Benefits for engineers in productivity and collaboration; ➃ Integration with other Siemens products and PLM systems
11/14/2024, 04:33 AM UTC
全球GPU收入年底将达1000亿美元，AI推动增长Global GPU revenue to reach $100 billion by the end of the year, driven by AI
➀ 预计到年底全球GPU市场将达到近1000亿美元；➁ 由于AI的兴起和对NVIDIA GPU的高需求，GPU在各种行业中越来越普遍；➂ NVIDIA的GPU销售额可能超过900亿美元，而AMD的AI GPU销售额预计将达到30亿美元。➀ The global GPU market is projected to reach nearly $100 billion by the end of the year; ➁ GPUs are becoming increasingly prevalent in various sectors, driven by the AI boom and high demand for NVIDIA GPUs; ➂ NVIDIA's GPU sales could top $90 billion, with AMD's AI GPU sales expected to reach $3 billion.
11/14/2024, 04:10 AM UTC
日本软银获得NVIDIA首款DGX B200系统：首个AI 5G电信系统Japan's SoftBank to receive of NVIDIA's first DGX B200 system: for first AI 5G telecom telecom
➀ 日本软银首次获得NVIDIA的Blackwell GPU用于其AI超级计算机；➁ 计划使用Grace Blackwell芯片进一步升级超级计算机；➂ 在东京的AI活动上，软银首席执行官孙正义和英伟达首席执行官黄仁勋讨论了过去的提议和英伟达的市场价值。➀ Japan's SoftBank receives the first NVIDIA Blackwell GPU for its AI supercomputer; ➁ Plans to use Grace Blackwell chips for further enhancement; ➂ SoftBank CEO Masayoshi Son and NVIDIA CEO Jensen Huang discuss past offers and NVIDIA's market value at an AI event in Tokyo.
11/13/2024, 02:00 PM UTC
Tier1 在汽车AI领域拓展角色的关注Tier1 Eye on Expanding Role in Automotive AI
➀ 汽车市场的变革影响了供应链，尤其是Tier1供应商。 ➁ 汽车系统中AI的集成正推动更统一的供应商平台。 ➂ 慧荣收购Quadric的GPNPU许可并与Quadric共同开发车载半导体，这对于慧荣来说在半导体设计领域是一个重要的步骤。➀ The modern automotive market's disruptions are affecting the supply chain, particularly Tier1 suppliers. ➁ The integration of AI in automotive systems is leading to more unified supplier platforms. ➃ DENSO's acquisition of Quadric's GPNPU license and co-development of in-vehicle semiconductors is a significant step in the semiconductor design game for DENSO.
11/11/2024, 06:00 PM UTC
芯片研发项目寻求加速创新The Chips R&D Program Seeks to Accelerate Innovation
➀ 《芯片和科学法案》为半导体研发拨款110亿美元；➁ 该项目聚焦于包括先进封装和人工智能驱动设计在内的五个领域；➂ 各公司应立即申请资金机会。➀ The Chips and Science Act allocates $11 billion for semiconductor R&D; ➁ The program targets five areas including advanced packaging and AI-driven design; ➂ Companies should apply now for funding opportunities.
11/11/2024, 10:06 AM UTC
AI注入Minecraft后自主学习游戏玩法AI injected into Minecraft and left alone is now teaching itself how to play
➀ 研究人员开发了一种名为AIRIS的AI，能够自主学习Minecraft游戏；➁ 该AI由SingularityNET和ASI联盟开发，在Minecraft中从零开始；➂ AI利用环境输入和移动动作来探索和绘制游戏世界。➀ Researchers have developed an AI named AIRIS that is learning to play Minecraft autonomously; ➁ The AI was developed by SingularityNET and the ASI Alliance and started from scratch within Minecraft; ➂ The AI uses environmental inputs and movement actions to explore and map the game world.
11/11/2024, 09:39 AM UTC
微软可能效仿苹果，将Copilot人工智能功能更名为'Windows Intelligence'Microsoft could copy Apple and rebrand AI features from Copilot to 'Windows Intelligence'
➀ 微软可能将人工智能套件从'Copilot'更名为'Windows Intelligence'；➁ 这一变化由一个模板文件引用提出；➂ 这可能直接模仿了苹果的'Apple Intelligence'品牌策略。➀ Microsoft might be rebranding its AI suite from 'Copilot' to 'Windows Intelligence'; ➁ The change is suggested by a template file reference; ➂ The move could be a direct copy of Apple's branding strategy with 'Apple Intelligence'.
11/07/2024, 02:00 PM UTC
半动态：单一软件栈、可配置和可定制的RISC-V解决方案Semidynamics: A Single-Software-Stack, Configurable and Customizable RISC-V Solution
➀ 半动态公司推出了一种统一的、可编程的解决方案，采用单一软件栈来整合核心、向量和张量处理单元；➁ 该公司的“一站式IP”解决方案解决了AI应用中数据可用性和处理的问题；➂ 半动态利用RISC-V架构实现可适应性和控制，提供可配置和可定制的IP解决方案。➀ Semidynamics introduces a unified, programmable solution with a single software stack for Core, Vector, and Tensor processing units; ➁ The company's 'All-in-One IP' solution addresses the challenges of data availability and processing for AI applications; ➂ Semidynamics leverages RISC-V architecture for adaptability and control, offering configurable and customizable IP solutions.
11/06/2024, 02:00 PM UTC
Arteris推动推理加速器的发展Arteris Empowering Advances in Inference Accelerators
➀ 梳状阵列在人工智能推理中面临挑战，因为其结构化设计；➁ Arteris NoCs使加速器阵列具有灵活性；➂ 如CGRA和动态频率调整等创新正在推动人工智能硬件的进步。➀ Systolic arrays face challenges in AI inference due to their structured design; ➁ Arteris NoCs enable flexibility in accelerator arrays; ➂ Innovations like CGRA and dynamic frequency scaling are driving progress in AI hardware.
11/05/2024, 01:02 PM UTC
Meta的核能AI数据中心计划因蜜蜂而受阻Meta's plan for a new nuclear-powered AI datacenter was foiled by bees
➀ Meta建设核能数据中心的计划因发现稀有蜜蜂种类而取消；➁ 该项目面临环境和监管问题；➂ 尽管遭遇挫折，Meta正在寻找新的地点和清洁能源。➀ Meta's plan to build a nuclear-powered data center was canceled due to the discovery of a rare bee species; ➁ The project faced environmental and regulatory issues; ➂ Despite the setback, Meta is looking for a new location and clean energy sources.
11/04/2024, 02:00 PM UTC
2024年DVCon欧洲会议亮点回顾Notes from DVCon Europe 2024
➀ 2024年DVCon欧洲会议突出了AI和软件在设计与验证中的兴起。➁ 英飞凌和Zyphra的高峰论坛讨论了AI微控制器架构和数据中心规模AI系统。➂ 软件定义汽车和RISC-V等开源技术也是重要议题。➀ The DVCon Europe 2024 conference highlighted the rise of AI and software in design and verification. ➁ Keynotes from Infineon and Zyphra discussed AI microcontroller architectures and datacenter-scale AI systems. ➃ Software-defined vehicles and open-source technologies like RISC-V were also key topics.
11/04/2024, 12:03 AM UTC
Oasis AI与单NVIDIA H100 GPU打造可玩720p 20FPS的'AI Minecraft'Oasis AI and a single NVIDIA H100 GPU has created a playable 'AI Minecraft' at 720p 20 FPS
➀ Decart的Oasis AI是一款用于游戏的实时AI世界模型，通过在单个NVIDIA H100 GPU上运行的AI生成的Minecraft版本进行展示。➁ 由于缺乏物体恒常性，导致环境中的变化令人困惑。➂ Oasis AI展示了AI生成开放世界环境的潜力。➀ Oasis AI by Decart is a real-time AI world model for gaming, demonstrated through an AI-generated version of Minecraft running on a single NVIDIA H100 GPU. ➁ It lacks object permanence, leading to disorienting changes in the environment. ➃ Oasis AI offers a glimpse into the potential of AI-generated open-world environments.
11/01/2024, 12:35 PM UTC
AMD表示正在努力将AI驱动的FSR 4引入《使命召唤：黑色行动6》AMD says it's already working hard on bringing AI-powered FSR 4 to Call of Duty: Black Ops 6
➀ AMD暗示《使命召唤：黑色行动6》可能成为首款搭载下一代FSR（可能是FSR 4）的游戏，这将首次使用AI。➁ AMD正在与动视合作，通过FSR 3.1和未来基于AI的FSR来提升游戏体验。➂ AMD的Jack Huynh透露，公司正在与动视合作，在 《使命召唤：黑色行动6》上启用下一代基于机器学习的FSR。➀ AMD hinted that Call of Duty: Black Ops 6 might be the first game to feature its next-gen FSR, likely FSR 4, which will use AI for the first time. ➁ AMD is collaborating with Activision to enhance the game experience with FSR 3.1 and future AI-based FSR. ➃ AMD's Jack Huynh revealed that the company is working with Activision to enable the next generation ML-Based FSR on Call of Duty: Black Ops 6.
11/01/2024, 12:07 PM UTC
Meta使用超过10万台NVIDIA H100 AI GPU训练Llama 4，扎克伯格：比我所见过的都要大Meta using over 100,000 NVIDIA H100 AI GPUs for Llama 4, Zuck: 'bigger than anything I've seen'
➀ 马克·扎克伯格宣布了Meta的新Llama 4模型，该模型在超过10万台NVIDIA H100 GPU集群上训练；➁ 据报道，该设置的成本超过20亿美元；➂ Meta正在与xAI和埃隆·马斯克在AI超级集群竞赛中竞争。➀ Mark Zuckerberg announced Meta's new Llama 4 model, trained on a cluster of over 100,000 NVIDIA H100 GPUs; ➁ The setup is reported to cost over $2 billion; ➂ Meta is competing with xAI and Elon Musk in the AI supercluster race.
10/31/2024, 03:10 AM UTC
埃隆·马斯克的xAI将Colossus AI超级计算机的GPU功率翻倍至20万个NVIDIA Hopper AI GPUElon Musk's xAI to double Colossus AI supercomputer power to 200K NVIDIA Hopper AI GPUs
➀ 埃隆·马斯克的xAI将Colossus AI超级计算机的GPU数量从10万个升级到20万个NVIDIA Hopper AI GPU；➁ Colossus是全球最大的AI超级计算机，用于训练xAI的Grok大型语言模型，并为X Premium订阅用户提供聊天机器人；➂ Colossus超级计算机集群仅用122天就完成，这一成就得到了NVIDIA首席执行官黄仁勋的认可。➀ Elon Musk's xAI is upgrading its Colossus AI supercomputer from 100,000 to 200,000 NVIDIA Hopper AI GPUs; ➁ Colossus is the world's largest AI supercomputer, used for training xAI's Grok LLMs and chatbots for X Premium subscribers; ➂ The Colossus supercomputer cluster was completed in just 122 days, a feat recognized by NVIDIA CEO Jensen Huang.
10/30/2024, 02:40 PM UTC
《消逝的光芒》导演强调PS5 Pro最重要的特性Dying Light director highlights the most important feature in the PS5 Pro
➀ PS5 Pro即将发布，其增强的GPU性能令开发者兴奋；➁ 《消逝的光芒》导演Tymon Smektala强调了PlayStation Spectral Super Resolution（PSSR）的潜力；➂ Smektala认为PSSR可能比GPU性能提升更重要。➀ The upcoming release of the PS5 Pro excites developers due to its enhanced GPU power; ➁ Tymon Smektala, the director of Dying Light, highlights the potential of PlayStation Spectral Super Resolution (PSSR); ➂ Smektala believes PSSR could be more important than the GPU power increase.
10/30/2024, 10:55 AM UTC
微软Windows 11照片应用中AI超级分辨率功能推出遇挫Microsoft seems to have botched the rollout of a nifty AI feature for Windows 11's Photos app
➀ 微软Windows 11照片应用的新AI超级分辨率功能在推出过程中遇到了问题；➁ 最初出现在不支持该功能的设备上；➂ 现在无法出现在应该有该功能的Copilot+电脑上。➀ Microsoft's new AI-powered super resolution feature for Windows 11 Photos app faced issues during rollout; ➁ Initially appeared on unsupported devices; ➂ Now failing to come to Copilot+ PCs that should have it.
10/30/2024, 07:31 AM UTC
英特尔第三季度收入预计将创下五年来最大降幅[News] Intel’s Third-Quarter Revenue Set for Largest Decline in Five Quarters
➀ 英特尔第三季度收入预计将创下五年来最大降幅；➁ 根据路透社报道，MoneyDJ的报告显示英特尔股价今年大幅下跌；➂ 公司在人工智能竞赛中落后。➀ Intel's third-quarter revenue is expected to show the largest decline in five quarters; ➁ The report from MoneyDJ cited by Reuters shows Intel's share price has plummeted this year; ➂ The company is falling behind in the AI race.
10/30/2024, 05:30 AM UTC
罗伯特·唐尼威胁：好莱坞若用AI重塑我，我将从坟墓中起诉Robert Downey Jr. threatens to sue from the grave if Hollywood recreates him with AI
➀ 罗伯特·唐尼威胁称，若好莱坞在其去世后使用他的形象通过AI数字复制品重塑他，他将起诉任何好莱坞高管；➁ 该演员表达了对使用AI技术死后重塑知名演员的担忧；➂ 唐尼强调了尊重名人死后权利的重要性。➀ Robert Downey Jr. threatens to sue any Hollywood executive who uses his likeness as a digital AI replica after his death; ➁ The actor expressed concerns about the use of AI technology to recreate popular actors posthumously; ➂ Downey emphasized the importance of respecting the rights of celebrities even after their death.
10/29/2024, 08:33 AM UTC
马斯克xAI的Colossus AI超级计算机：搭载10万个NVIDIA H100 AI GPU的深入剖析Elon Musk xAI Colossus AI supercomputer with 100,000 NVIDIA H100 AI GPUs gets in-depth look
➀ 马斯克的xAI仅用122天就建成了Colossus AI超级计算机；➁ 该系统由10万个NVIDIA H100 AI GPU供电；➂ 每个包含64个GPU的Supermicro液冷机架形成小型集群。➀ Elon Musk's xAI has built the Colossus AI supercomputer in just 122 days; ➁ The system is powered by 100,000 NVIDIA H100 AI GPUs; ➂ Supermicro liquid-cooled racks, each containing 64 GPUs, form mini clusters.
10/29/2024, 04:33 AM UTC
Meta 开发自己的搜索引擎以减少对谷歌和微软的依赖Meta is developing a search engine so it can decrease its reliance on Google and Microsoft
➀ Meta 已至少索引了八个月的网页以开发自己的搜索引擎，并将其集成到 Meta AI 中；➁ 该搜索引擎旨在为谷歌搜索和微软必应提供替代方案；➂ Meta 正在使用网络爬虫进行人工智能搜索，并与路透社合作获取内容。➀ Meta has been indexing the web for at least eight months to develop its own search engine for integration into Meta AI; ➁ The search engine aims to provide an alternative to Google Search and Microsoft Bing; ➂ Meta is using web crawlers for AI search and has partnered with Reuters for content sourcing.
10/28/2024, 03:44 AM UTC
基于印度的Reliance超级计算机将采用NVIDIA的新Blackwell AI GPUIndia-based Reliance supercomputer to be powered by NVIDIA's new Blackwell AI GPUs
➀ NVIDIA将为Reliance Industries等印度公司提供新的Blackwell AI GPU，以在印度建设新的AI超级计算机；➁ Reliance在印度古吉拉特邦建设一个1 GWh（10亿瓦时）的数据中心，用于AI；➂ 由于芯片设计能力和庞大的人口，印度有望成为AI出口国。➀ NVIDIA将为印度Reliance Industries等公司提供新的Blackwell AI GPU，以在印度建设新的AI超级计算机；➁ Reliance在印度古吉拉特邦建设一个1 GWh（10亿瓦时）的数据中心，用于AI；➂ 由于芯片设计能力和庞大的人口，印度有望成为AI出口国。
10/28/2024, 03:35 AM UTC
白宫指示五角大楼提升人工智能使用，以应对来自中国的竞争[News] White House Instructs Pentagon to Boost AI Usage to Counter Competition from China
➀ 白宫已指示五角大楼加快人工智能的使用，以应对来自中国的竞争；➁ 这一举措是对加快人工智能发展压力的回应；➂ 该策略旨在利用人工智能的力量提升国家安全和技术进步。➀ The White House has instructed the Pentagon to accelerate the use of AI to counter the competition from China; ➁ This move is in response to the increasing pressure to speed up AI development; ➂ The strategy aims to leverage the power of AI for national security and technological advancement.
10/27/2024, 05:00 AM UTC
NVIDIA首席执行官黄仁勋表示AI在特定工作中将比人类提高1000倍的生产力NVIDIA CEO says AI workers will have 1000x higher productivity than humans in 'specific jobs'
➀ NVIDIA首席执行官黄仁勋指出，AI在‘特定工作’中的生产力将比人类提高1000倍；➁ 黄仁勋强调，AI不会完全取代这些工作中的人类；➂ 他认为AI是提高劳动力自动化和效率的机会。➀ NVIDIA CEO Jensen Huang states that AI will have 1000x higher productivity in 'specific jobs' than humans; ➁ Huang emphasizes that AI will not fully replace humans in these roles; ➂ He sees AI as an opportunity for workforce automation and efficiency.
10/27/2024, 03:49 AM UTC
英特尔错失2005年以200亿美元收购英伟达，错失‘一生之交易’Intel missed out on buying NVIDIA in 2005 for just $20 billion, missed the 'deal of a lifetime'
➀ 英特尔前CEO保罗·奥泰利尼在2005年提出以200亿美元收购英伟达；➁ 英伟达现价值超过3.3万亿美元，并在AI领域处于领先地 位；➂ 董事会拒绝了这一提议，如果当时完成收购，英特尔可能不会像现在这样表现。➀ Intel CEO Paul Otellini proposed buying NVIDIA for $20 billion in 2005; ➁ NVIDIA is now worth over $3.3 trillion and leads in AI; ➂ The board rejected the proposal, and Intel's current performance might not have been as successful if the acquisition had been made.
10/25/2024, 01:00 PM UTC
Point2科技CEO访谈：Sean ParkCEO Interview: Sean Park of Point2 Technology
➀ Sean Park探讨了Point2科技致力于为AI/ML数据中心提供超低功 耗、低延迟互连解决方案的使命；➁ 他解释了在AI/ML数据中心中扩大带宽和维护效率的挑战；➂ 文章探讨了公司e-Tube技术的潜力，以及它可能对互连技术的革命性影响。➀ Sean Park discusses Point2 Technology's mission to provide ultra-low power, low-latency interconnect solutions for AI/ML datacenters; ➁ He explains the challenges of scaling bandwidth and maintaining efficiency in AI/ML datacenters; ➂ The article explores the company's e-Tube technology and its potential to revolutionize interconnect technology.
10/25/2024, 08:31 AM UTC
OpenAI 高级安全员工离职，发表关于即将到来的AI的公正警告OpenAI senior safety staffer leaves company to write unbiased warning about coming AI
➀ 来自OpenAI AGI准备团队的资深员工已离职；➁ 前员工Miles Brundage警告OpenAI和全球对AGI的准备不足；➂ Brundage的离职导致AGI准备团队的解散。➀ A senior staffer from OpenAI's AGI readiness team has left the company; ➁ The former employee, Miles Brundage, warns about the lack of readiness for AGI at OpenAI and globally; ➂ Brundage's departure led to the dissolution of the AGI readiness team.
10/24/2024, 09:00 PM UTC
人工智能半导体市场分析AI Semiconductor Market
➀ 人工智能正在推动半导体行业的显著增长；➁ 2024年AI IC市场预计将达到1100亿美元；➂ 英伟达在AI IC市场中占据领先地位，预计收入将达到960亿美元。➀ AI is driving significant growth in the semiconductor industry; ➁ The AI IC market is expected to reach $110 billion in 2024; ➂ NVIDIA leads the AI IC market with a projected revenue of $96 billion.
10/24/2024, 05:00 PM UTC
RISC-V与开源功能验证挑战The RISC-V and Open-Source Functional Verification Challenge
➀ RISC-V与开源功能验证挑战探讨了RISC-V和ARM核心验证过程的差异。 ➁ 讨论了选择可靠IP供应商的重要性以及软件支持对验证的影响。 ➂ 强调了RISC-V配置文件在简化验证和实现软件兼容性方面的作用。➀ The RISC-V and open-source functional verification challenge highlights the differences in verification processes between RISC-V and ARM cores. ➁ The importance of selecting a reliable IP vendor and the impact of software support on verification is discussed. ➂ The role of RISC-V profiles in simplifying verification and enabling software compatibility is emphasized.
10/24/2024, 01:00 PM UTC
慧荣科技用Bump Pitch Transformer降低2.5D封装设计门槛Sarcina Democratizes 2.5D Package Design with Bump Pitch Transformers
➀ 慧荣科技通过Bump Pitch Transformer技术解决2.5D封装设计成本和复杂性；➁ BPT用成本效益更高的RDL替代昂贵的硅TSV互连板；➂ 慧荣的BPT旨在让2.5D设计更易获取，适用于HPC和AI等多种应用。➀ Sarcina Technology addresses the cost and complexity of 2.5D package design with Bump Pitch Transformers; ➁ BPT replaces expensive silicon TSV interposers with cost-effective RDLs; ➂ Sarcina's BPT aims to democratize 2.5D design for various applications like HPC and AI.
10/24/2024, 12:00 PM UTC
谷歌或采用台积电N3E工艺替代2nm制造Tensor G6[News] Google Reportedly Adopts TSMC’s N3P Process instead of 2nm for Tensor G6
➀ 据传闻，谷歌将采用台积电的N3E工艺制造Tensor G5；➁ 报告还明确指出，谷歌没有选择为Tensor G6使用2nm技术；➂ 这一举措可能影响AI和智能手机芯片市场的竞争。➀ Google is rumored to switch to TSMC's N3E process for Tensor G5; ➁ The report also clarifies that Google has chosen not to use 2nm technology for Tensor G6; ➂ The move could impact the competition in the AI and smartphone chip markets.
10/24/2024, 05:31 AM UTC
Salesforce首席执行官称'Microsoft的Copilot是个失败，公司陷入‘恐慌模式’'Salesforce CEO says 'Copilot is a flop' and that Microsoft is in 'panic mode' over AI failing
➀ Salesforce首席执行官马克·贝尼奥夫批评了微软的Copilot；➁ 认为它缺乏实现真正智能所需的数据和安全；➂ 断言微软处于‘恐慌模式’；➃ 介绍了Agentforce作为解决方案➀ Salesforce CEO Marc Benioff criticizes Microsoft's Copilot; ➁ Claims it lacks necessary data and security for real intelligence; ➂ Asserts Microsoft is in 'panic mode'; ➃ Introduces Agentforce as a solution
10/23/2024, 01:00 PM UTC
塑造明天的半导体技术——IEDM 2024前瞻Shaping Tomorrow’s Semiconductor Technology IEDM 2024
➀ IEDM 2024将于12月7日至11日在旧金山举行；➁ 关注AI、台积电的2nm逻辑平台和英特尔极端缩放晶体管；➂ 回顾IEDM 70年历史，并探讨先进封装、功率晶体管和脑机接口。➀ The IEDM 2024 conference will be held in San Francisco from December 7th to 11th; ➁ Focus on AI, TSMC's 2nm Logic Platform, and Intel's extreme scaled transistors; ➂ Reflect on 70 years of IEDM history and explore advanced packaging, power transistors, and brain/electronics interfaces.
10/23/2024, 03:10 AM UTC
摩根士丹利指出NVIDIA 2U空冷MGX GB200 NVL2仍存在散热问题Morgan Stanley says NVIDIA 2U air-cooled MGX GB200 NVL2 still suffers from 'thermal issues'
➀ 摩根士丹利报告称，NVIDIA的2U空冷MGX GB200 NVL2服务器继续面临‘散热问题’；➁ 该服务器在同一PCB板上集成了2颗Grace CPU和2颗Blackwell B200 AI GPU；➂ 由于散热限制，公司可能选择4U的机箱规格。➀ Morgan Stanley reports that NVIDIA's 2U air-cooled MGX GB200 NVL2 server continues to face 'thermal issues'; ➁ The server features 2x Grace CPUs and 2x Blackwell B200 AI GPUs on the same PCB board; ➂ The company may opt for a 4U form factor due to thermal constraints.
10/22/2024, 01:00 PM UTC
高级音频：从算法开发到实现的紧密集成Advanced Audio Tightens Integration to Implementation
➀ 高级音频技术正在快速发展，以满足主动降噪和3D音频等新需求；➁ 优化音频算法以适应现代DSP需要专业领域的专业知识；➂ MathWorks与Cadence合作，通过硬件支持包（HSP）和MATLAB/Simulink简化了开发流程。➀ Advanced audio technology is evolving rapidly to meet new demands such as active noise cancellation and 3D audio; ➁ The challenge of optimizing audio algorithms for modern DSPs requires specialized expertise; ➂ MathWorks and Cadence have partnered to streamline the development process with the Hardware Support Package (HSP) and MATLAB/Simulink.
10/22/2024, 04:19 AM UTC
台湾对使用新型核技术持开放态度，随着AI需求吞噬电力供应Taiwan is 'very open' to using new nuclear technology as AI demand devours electricity supply
➀ 台湾正在考虑改变其核能政策，以应对人工智能对电力的日益增长的需求；➁ 台湾现有的核能设施正在老化，2024年仅有一座核电站运行；➂ 台湾 Premier 崔俊台表示，只要在核安全和管理核废料方面达成共识，就愿意讨论使用新的核能技术。➀ Taiwan is considering changing its nuclear energy policy due to the increasing demand for electricity from AI; ➁ The existing nuclear power facilities in Taiwan are aging, and there is only one operational plant in 2024; ➂ Taiwanese Premier Cho Jung-tai expressed openness to new nuclear technologies with proper safety measures and waste management.
10/18/2024, 01:00 PM UTC
SiLC Technologies 首席执行官 Dr. Mehdi Asghari 访谈：硅光子创新与机器视觉CEO Interview: Dr. Mehdi Asghari of SiLC Technologies
➀ Mehdi Asghari 博士分享了他的创业经历以及 SiLC Technologies 致力于实现类似人类的机器视觉的使命；➁ SiLC 首款完全集成的相干激光雷达芯片及其在机器人、移动性和周界安全等领域的应用；➂ 在人工智能和机器人行业中的挑战和机遇，重点介绍了相干成像对于机器自主性的重要性。➀ Dr. Mehdi Asghari discusses his entrepreneurial journey and SiLC Technologies' mission to enable machine vision similar to humans; ➁ SiLC's first fully integrated coherent LiDAR chip and its applications in robotics, mobility, and perimeter security; ➂ The challenges and opportunities in the AI and robotics industries, with a focus on the importance of coherent imaging for machine autonomy.
10/17/2024, 03:49 AM UTC
戴尔PowerEdge XE9712：基于NVIDIA GB200 NVL72的人工智能GPU集群，用于LLM训练和推理Dell PowerEdge XE9712: NVIDIA GB200 NVL72-based AI GPU cluster for LLM training, inference
➀ 戴尔推出了搭载NVIDIA GB200 NVL72 AI服务器的PowerEdge XE9712，其实时LLM性能比H100 AI GPU快30倍；➁ 系统包含72个B200 AI GPU，通过NVLink技术连接，提供超快连接性；➂ 戴尔强调液冷系统可以最大化数据中心电力利用率，并快速部署AI集群。➀ Dell has launched the new PowerEdge XE9712 with NVIDIA GB200 NVL72 AI servers, offering 30x faster real-time LLM performance over the H100 AI GPU; ➁ The system features 72 x B200 AI GPUs connected with NVLink technology, providing lightning-fast connectivity; ➂ Dell highlights the liquid-cooled system for maximizing datacenter power utilization and rapid deployment of AI clusters.
10/17/2024, 01:08 AM UTC
谷歌与凯罗斯能源签订协议，购买多台小型模块化反应堆产生的核能Google to buy nuclear energy from multiple small modular reactors developed by Kairos Power
➀ 谷歌与凯罗斯能源签订了全球首个企业协议，购买其开发的多台小型模块化反应堆（SMR）产生的核能；➁ 该协议旨在到2030年上线凯罗斯能源的第一台SMR，总容量可达500兆瓦；➂ 谷歌强调清洁且价格合理的核能对社区和公司实现无碳能源目标的重要性。➀ Google signs the world's first corporate agreement to purchase nuclear energy from multiple small modular reactors (SMR) developed by Kairos Power; ➁ The agreement aims to bring Kairos Power's first SMR online by 2030, with a total capacity of up to 500MW; ➂ Google emphasizes the importance of clean and affordable nuclear power for communities and the company's carbon-free energy goals.
10/17/2024, 12:47 AM UTC
谷歌分享 使用液冷NVIDIA Blackwell GB200 NVL机架的照片，用于AI云平台Google shares photos of liquid-cooled NVIDIA Blackwell GB200 NVL racks for AI cloud platform
➀ 谷歌展示了其用于AI云平台的NVIDIA Blackwell GB200 NVL AI服务器机架的照片；➁ 这些机架使用液冷GB200 AI GPU；➂ 每个GB200芯片配备1个Grace CPU和1个B200 AI GPU，提供高达90 TFLOPs的FP64计算性能。➀ Google showcases photos of its NVIDIA Blackwell GB200 NVL AI server racks for its AI cloud platform; ➁ The racks use liquid-cooled GB200 AI GPUs; ➂ Each GB200 chip features 1 x Grace CPU and 1 x B200 AI GPU for up to 90 TFLOPs of FP64 compute performance.
10/16/2024, 01:00 PM UTC
移动LLM不只是技术。实际应用案例才是关键Mobile LLMs Aren’t Just About Technology. Realistic Use Cases Matter
➀ 谷歌正在探索在移动设备上运行大型语言模型（LLM）的可行性；➁ 谷歌在移动设备上优化LLM的技术；➂ 移动设备上LLM实际应用案例的重要性➀ Arm is exploring the feasibility of running LLMs on mobile devices; ➁ Arm's optimization techniques for LLMs on mobile; ➂ The importance of practical use cases for LLMs in mobile devices
10/16/2024, 12:27 AM UTC
英伟达CEO黄仁勋称赞马斯克的xAI超级计算机为'超人类'壮举NVIDIA CEO Jensen Huang calls Tesla and SpaceX boss Elon Musk 'superhuman'
➀ 英伟达CEO黄仁勋将马斯克的xAI超级计算机称为'超人类'壮举；➁ 使用了100,000个NVIDIA H100 AI GPU，仅用19天完成搭建；➂ 通常这个过程需要4年时间。➀ NVIDIA CEO Jensen Huang calls Elon Musk's xAI supercomputer a 'superhuman' feat; ➁ 100,000 x NVIDIA H100 AI GPUs were set up in 19 days; ➂ The process usually takes 4 years.
10/15/2024, 04:19 AM UTC
英伟达CEO黄仁勋计划将公司员工人数增加到5万人，并增加1亿个AI助手NVIDIA CEO Jensen Huang to boost company headcount to 50K, plus 100 million AI assistants
➀ 英伟达CEO黄仁勋计划将英伟达员工人数增加到5万人；➁ 公司还将增加1亿个AI助手；➂ 黄仁勋认为AI不会消除工作，并且公司正在拥抱AI技术。➀ NVIDIA CEO Jensen Huang plans to increase NVIDIA headcount to 50,000; ➁ The company will also add 100 million AI assistants; ➂ Huang believes AI will not eliminate jobs and is embracing AI technology.
10/14/2024, 01:00 PM UTC
助听器拥抱科技，展现新风采Hearing Aids are Embracing Tech, and Cool
➀ 年轻人中听力损失的增加以及全球对更先进助听器的需求；➁ 美国食品药品监督管理局（FDA）批准苹果AirPods Pro作为非处方助听器销售；➂ 向AI驱动个性化助听器的趋势以及Cadence Tensilica在这一技术中的作用。➀ The rise in hearing loss among young adults and the global need for better hearing aids; ➁ The FDA's authorization for Apple AirPods Pro to be sold over the counter as a hearing aid; ➂ The trend towards AI-driven personalization in hearing aids and the role of Cadence Tensilica in supporting this technology.
10/14/2024, 03:19 AM UTC
慧荣科技总裁承诺：配备5万美元工作站系统进行AI训练和AI调优Phison president promises AI training and AI tuning with a $50K workstation system
➀ 慧荣科技承诺推出一款价值5万美元的工作站，用于AI训练和AI调优；➁ 慧荣科技总裁吴明峰解释了从价值100万至150万美元工作站到5万美元工作站的转变；➂ 慧荣科技的aiDAPTIV+ Pro Suite简化了AI模型微调和聊天机器人创建过程。➀ Phison promises a new $50,000 workstation for AI training and AI tuning; ➁ Phison's President Michael Wu explains the shift from $1 million to $1.5 million workstations; ➂ Phison's aiDAPTIV+ Pro Suite simplifies AI model fine-tuning and chatbot creation.
10/14/2024, 02:01 AM UTC
NVIDIA Blackwell AI GPU 下12个月将面临缺货NVIDIA Blackwell GPUs for AI are effectively 'sold out' for the next 12 months
➀ 由于需求旺盛，NVIDIA的Blackwell AI GPU未来12个月将面临缺货；➁ 包括谷歌、Meta和微软在内的主要科技公司对Blackwell GPU需求极高；➂ 尽管生产延迟，但Blackwell预计将为AI训练和推理带来显著的性能提升。➀ NVIDIA's Blackwell AI GPUs are 'sold out' for the next 12 months due to high demand; ➁ The GPUs are in high demand among major tech companies like Google, Meta, and Microsoft; ➂ Despite the delay in production, Blackwell is expected to deliver significant performance improvements for AI training and inference.
10/13/2024, 11:13 PM UTC
NVIDIA下一代Blackwell Ultra 'B300' AI GPU：GB300 AI服务器将采用插槽设计NVIDIA's next-gen Blackwell Ultra 'B300' AI GPU for GB300 AI servers: socketed design rumored
➀ 据传闻，NVIDIA的下一代Blackwell Ultra 'B300' AI GPU将在GB300 AI服务器上采用插槽设计；➁ 这种设计变更预计将简化维护和升级；➂ B300系列预计将在2025年下半年成为NVIDIA的主流产品。➀ NVIDIA's next-gen Blackwell Ultra 'B300' AI GPUs are rumored to use a socketed design on GB300 AI servers; ➁ This design change is expected to simplify maintenance and upgrades; ➂ The B300 series is set to become the mainstream product for NVIDIA in the second half of 2025.
10/10/2024, 05:00 PM UTC
人工智能如何重新定义数据中心基础设施：未来的关键创新How AI is Redefining Data Center Infrastructure: Key Innovations for the Future
➀ 人工智能通过高级连接技术和芯片片创新改造数据中心基础设施；➁ 光学连接技术的转变提升了性能和效率；➂ 芯片片生态系统正在为人工智能工作负载提供可扩展且经济的解决方案。➀ AI is transforming data center infrastructure with innovations like advanced connectivity and chiplets; ➁ The shift to optical connectivity is enhancing performance and efficiency; ➂ Chiplet ecosystems are enabling scalable and cost-effective solutions for AI workloads.
10/10/2024, 12:07 AM UTC
OpenAI获得NVIDIA新Blackwell DGX B200 AI系统的首批工程样品OpenAI gets one of the first engineering builds of NVIDIA's new Blackwell DGX B200 AI system
➀ OpenAI获得了NVIDIA新Blackwell DGX B200 AI系统的首批工程样品；➁ 该系统配备8个B200 AI GPU，最高1.4TB的HBM3内存，以及72 petaFLOPS的训练性能；➂ OpenAI对新的系统及其加速AI计算的能力表示兴奋。➀ OpenAI receives one of the first engineering builds of NVIDIA's new Blackwell DGX B200 AI system; ➁ The system features 8 x B200 AI GPUs with up to 1.4TB of HBM3 memory and 72 petaFLOPS of training performance; ➂ OpenAI expresses excitement about the new system and its potential to accelerate AI compute.
10/09/2024, 05:00 PM UTC
2024年前沿技术趋势导航Navigating Frontier Technology Trends in 2024
➀ 2023年科技股权投资下降，生成式AI崛起；➁ 量子技术的意义及其应用；➂ 量子生态系统的挑战与机遇。➀ The decline in technology equity investments in 2023 and the rise of generative AI; ➁ The importance of quantum technologies and their applications; ➂ The challenges and opportunities in the quantum ecosystem.
10/07/2024, 01:34 AM UTC
NVIDIA ACE数字人AI技术现在成为Unreal Engine 5插件NVIDIA ACE digital human AI technology is now an Unreal Engine 5 plugin
➀ NVIDIA ACE技术现已作为Unreal Engine 5插件提供给开发者使用；➁ 插件包含如Audio2Face-3D等工具，用于精确的唇同步和面部动画；➂ 它允许开发者创建具有AI驱动交互和动画的数字人。➀ NVIDIA ACE technology is now available as an Unreal Engine 5 plugin for developers; ➁ The plugin includes tools like Audio2Face-3D for accurate lip-synching and facial animation; ➂ It allows developers to create digital humans with AI-driven interactions and animations.
10/04/2024, 06:37 AM UTC
Valve利用ChatGPT开发新多人射击游戏DeadlockValve is using ChatGPT to help develop its new multiplayer shooter Deadlock
➀ 谷歌正在利用ChatGPT开发其新的多人射击游戏Deadlock；➁ 谷歌的一名工程师解释了如何使用ChatGPT来改进Deadlock的匹配系统；➂ 在游戏开发中使用生成式AI变得越来越普遍。➀ Valve is using ChatGPT to develop its new multiplayer shooter Deadlock; ➁ An engineer from Valve explains how ChatGPT was used to improve the matchmaking system of Deadlock; ➂ The use of generative AI in game development is becoming more common.
10/01/2024, 04:11 AM UTC
字节跳动将使用华为新Ascend AI芯片训练其AI模型TikTok owner ByteDance to train its AI model using 100,000+ of Huawei's new Ascend AI chips
➀ 字节跳动，TikTok的母公司，将使用华为最新的AI芯片来训练其下一代AI模型；➁ 这一举措是对美国对先进AI芯片出口限制的回应；➂ 截至七月，字节跳动已订购超过10万台华为的Ascend 910B芯片，但只收到了3万台。➀ ByteDance, the parent company of TikTok, will use Huawei's latest AI chips to train its next-generation AI model; ➁ This move is in response to the U.S. export restrictions on advanced AI chips; ➂ ByteDance has ordered over 100,000 of Huawei's Ascend 910B chips but has received only 30,000 as of July.
09/30/2024, 02:27 AM UTC
微软回归最具争议的Windows AI功能，并加强安全性Microsoft brings back its most controversial Windows AI feature, with beefed up security
➀ 微软将重新推出备受争议的Windows AI功能“回忆”；➁ 新版本强调安全和隐私；➂ “回忆”现在使用安全的VBS区域存储数据。➀ Microsoft is reintroducing its controversial Windows AI feature, Recall; ➁ The new version emphasizes security and privacy; ➂ Recall now uses a secure VBS Enclave to store data.
09/29/2024, 09:20 PM UTC
韩国公司承诺到2027年投资489亿美元用于AI发展，新建国家AI计算中心South Korean companies to spend $48.9 billion on AI by 2027, new national AI computing center
➀ 韩国公司承诺到2027年投资65万亿韩元（约489亿美元）用于AI发展；➁ 目标是与全球AI领导者竞争；➂ 将建立一个国家AI计算中心，以推动AI在各个行业和社会中的转型。➀ South Korean companies are investing 65 trillion won ($48.9 billion USD) in AI development by 2027; ➁ The goal is to compete with global leaders in AI; ➂ A national AI computing center will be established to drive AI transformation across industries and society.
09/28/2024, 12:28 AM UTC
MSI新MEG Vision X AI预装电脑搭载Arrow Lake CPU和GeForce RTX 50系列GPUMSI's new MEG Vision X AI pre-built PC features Arrow Lake CPU, GeForce RTX 50 series GPU
➀ MSI即将推出一款搭载英特尔新'Arrow Lake' CPU和NVIDIA GeForce RTX 50系列GPU的MEG Vision X AI预装电脑；➁ 该电脑预计将配备英特尔Core Ultra 200系列'Arrow Lake-S'桌面处理器和NVIDIA GeForce RTX 50系列'Blackwell'显卡；➂ 系统将包括360mm AIO液冷散热器、Glacier Armor散热器设计和超高端的Z890主板。➀ MSI is launching a new MEG Vision X AI pre-built PC with Intel's new 'Arrow Lake' CPUs and NVIDIA's GeForce RTX 50 series GPUs; ➁ The PC is expected to feature the Intel Core Ultra 200 series 'Arrow Lake-S' desktop processors and NVIDIA GeForce RTX 50 series 'Blackwell' GPUs; ➃ The system will include a 360mm AIO liquid cooler, Glacier Armor heatsink design, and an ultra-high-end Z890 motherboard.
09/26/2024, 11:22 AM UTC
三星电子开始量产12层HBM3E内存：每模块容量高达36GB，带宽9.6GbpsSK hynix starts mass production of 12-layer HBM3E memory: 36GB capacity per module @ 9.6Gbps
➀ 三星电子开始量产全球首款12层HBM3E内存，容量高达36GB，带宽9.6Gbps；➁ 新内存专为AI GPU设计，计划在未来12个月内供应给NVIDIA；➂ 三星电子通过推出这项新技术，旨在保持其在AI内存领域的领导地位。➀ SK hynix has begun mass production of the world's first 12-layer HBM3E memory with a capacity of up to 36GB and a bandwidth of 9.6Gbps; ➁ The new memory is designed for AI GPUs and is set to be supplied to NVIDIA within 12 months; ➂ SK hynix aims to maintain its leadership in AI memory with the introduction of this new technology.
09/24/2024, 07:51 PM UTC
Spotify AI歌单功能在美国推出：懒人福音还是音乐体验革新？Can't be bothered to make your own Spotify playlists? AI will now do it for you in the US
➀ Spotify的AI歌单功能现已在美国的Premium用户中推出测试版；➁用户可以根据氛围、场合或特定参数创建歌单；➂该功能目前仅限于音乐相关提示，旨在娱乐。➀ Spotify's AI Playlist feature is now available to Premium users in the US in beta; ➁ Users can create playlists based on vibes, occasions, or specific parameters; ➂ The feature is currently limited to music-related prompts and is designed to be fun.
09/23/2024, 02:11 AM UTC
分析师：苹果在iPhone 16的AI功能营销上有些“不够诚实”Analyst: Apple has been a 'little disingenuous with its marketing' for AI features on iPhone 16
➀ 苹果在iPhone 16的AI功能营销上有些‘不够诚实’； ➁ 部分功能要到2025年才能实现，且某些功能与竞争对手的AI相比“远远不够强大”；➂ 分析师马克·古尔曼指出苹果的营销策略。➀ Apple has been 'a little disingenuous with its marketing' for AI features on iPhone 16; ➁ Some features are missing until 2025, and some are 'nowhere near as capable' as rival AI; ➂ Analyst Mark Gurman points out Apple's marketing tactics.
09/20/2024, 02:33 AM UTC
字节跳动母公司将在2026年使用台积电5nm工艺生产两款定制AI芯片TikTok parent company ByteDance to have 2 custom AI chips made on TSMC 5nm process in 2026
➀ 字节跳动正在开发两款AI GPU，将在台积电的5nm工艺节点生产；➁ 预计2026年进入量产；➂ 此举旨在减少对英伟达的依赖，并遵守美国出口管制规定。➀ ByteDance is developing two AI GPUs to be produced on TSMC's 5nm process node; ➁ Expected to enter mass production in 2026; ➂ The move is to reduce reliance on NVIDIA and comply with US export regulations.
09/09/2024, 09:04 PM UTC
联想致力于打造人人都能使用AI的世界Lenovo Aims for a World Where Everyone Can Use AI
1. 联想的AI战略集中在个性化、生产力和保护性体验上；2. 该公司正在构建一个AI生态系统，以使AI对每个人都是可访问的；3. 联想及其合作伙伴正在推出新的AI驱动设备和解决方案。1. Lenovo's AI strategy focuses on personalized, productive, and protected experiences; 2. The company is building an AI ecosystem to make AI accessible to everyone; 3. Lenovo and its partners are introducing new AI-powered devices and solutions.
09/05/2024, 12:46 AM UTC
华硕将于10月起发布搭载Core Ultra系列2的笔记本电脑ASUS to Release Core Ultra Series 2 Notebooks Starting in October
1. 华硕宣布将于10月起发布搭载Core Ultra系列2处理器的Zenbook S 14 UX5406、Vivobook S 14 S5406和ExpertBook P5 P5405系列笔记本电脑。2. 这些笔记本电脑通过内置的NPU增强了AI功能，提供AI驱动的照片和视频管理，Zenbook和Vivobook搭载了StoryCube应用，而ExpertBook则搭载了AI ExpertMeet，包括转录、实时翻译和商业水印等功能。3. Zenbook S 14 UX5406拥有14英寸显示屏，最薄处为11毫米，重量约为1.2千克，注重耐用性和美观性，使用高科技陶瓷混合材料和可持续材料。Vivobook S 14 S5406配备了14英寸OLED显示屏，最薄处为13.9毫米，重量约为1.3千克，拥有双Thunderbolt 4端口、可定制的RGB背光键盘和75Wh电池，续航时间最长可达27小时。ExpertBook P5 P5405面向商务市场，提供增强的安全特性，最薄处为16.45毫米，重量约为1.29千克，并符合MIL-STD标准。1. ASUS announces the launch of Zenbook S 14 UX5406, Vivobook S 14 S5406, and ExpertBook P5 P5405 series notebooks with Core Ultra Series 2 processors in October. 2. These notebooks feature enhanced AI capabilities with an integrated NPU, offering AI-powered photo and video management with StoryCube app for Zenbook and Vivobook, and AI ExpertMeet for ExpertBook with features like transcription, real-time translation, and business watermarking. 3. The Zenbook S 14 UX5406 boasts a 14-inch display, a thickness of 11mm, and a weight of about 1.2kg, with a focus on durability and aesthetics using high-tech ceramic hybrid materials and sustainable materials. The Vivobook S 14 S5406 features a 14-inch OLED display, a thickness of 13.9mm, and a weight of about 1.3kg, with dual Thunderbolt 4 ports, customizable RGB backlit keyboard, and a 75Wh battery for up to 27 hours of use. The ExpertBook P5 P5405, aimed at the business market, offers enhanced security features, a thickness of 16.45mm, a weight of about 1.29kg, and MIL-STD compliance.
09/02/2024, 10:00 AM UTC
NVIDIA展示其增强型H200 AI GPU超越AMD最新发布的Instinct MI300XNVIDIA shows off its beefed-up H200 AI GPU beating AMD's just-released Instinct MI300X
➀ NVIDIA的H200 AI GPU在其前代H100的基础上展示了显著的性能提升。 ➁ 与H100相比，H200提供了80%更多的HBM内存和40%更高的带宽。 ➂ NVIDIA的H200在AI性能基准测试中超越了AMD的Instinct MI300X。➀ NVIDIA's H200 AI GPU shows significant performance improvements over its predecessor H100. ➁ The H200 offers 80% more HBM memory and 40% higher bandwidth compared to H100. ➂ NVIDIA's H200 outperforms AMD's Instinct MI300X in AI performance benchmarks.
09/02/2024, 08:04 AM UTC
Windows 11 新音频和视频搜索功能扫描并抓取系统媒体文件New Windows 11 audio and video search feature scans and scrapes your system's media files
➀ 微软在Windows 11预览版中引入'智能媒体搜索'功能；➁ 该功能扫描并转录媒体文件以进行语音搜索；➂ 目前尚不可用于测试，预计未来发布。➀ Microsoft introduces 'intelligent media search' in Windows 11 Insider Preview; ➁ Feature scans and transcribes media files for spoken word search; ➂ Currently unavailable for testing, future release expected.
08/30/2024, 02:11 AM UTC
NVIDIA 考虑加入苹果和微软的行列，为估值超过 1000 亿美元的 OpenAI 提供资金NVIDIA to join Apple, Microsoft funding round for OpenAI that values the AI startup at $100B+
➀ NVIDIA 正在考虑加入 OpenAI 的融资轮，该轮融资将使 OpenAI 的估值超过 1000 亿美元。➁ 苹果和微软也据报道正在洽谈参与该融资轮。➂ Thrive Capital 将主导此次融资，投资约 10 亿美元。➀ NVIDIA is considering joining a funding round for OpenAI, valuing the startup at over $100 billion. ➁ Apple and Microsoft are also reportedly in talks to participate in the funding round. ➂ Thrive Capital is leading the funding round, investing around $1 billion.
08/29/2024, 05:03 AM UTC
NVIDIA 调整 Blackwell AI GPU，因 'GPU 掩模' 问题需重新设计 B200NVIDIA says it will tweak Blackwell AI GPUs, issues with the 'GPU mask' needing B200 re-spin
➀ NVIDIA 承认 Blackwell AI GPU 存在问题；➁ 需要重新设计 B200 AI GPU 层以提高产量；➂ B100 AI GPU 被取消，由 B200A 取代➀ NVIDIA admits issues with Blackwell AI GPUs; ➁ Requires re-spin of B200 AI GPU layers to improve yields; ➂ B100 AI GPU effectively canceled, replaced by B200A
08/24/2024, 01:48 PM UTC
NVIDIA将在Hot Chips 2024深入探讨Blackwell GPU架构NVIDIA to deep dive into the Blackwell GPU architecure at Hot Chips 2024 next week
➀ NVIDIA将在Hot Chips 2024讨论Blackwell GPU架构；➁ 特点是将两个受光罩限制的GPU合并为一个；➂ 拥有2080亿个晶体管和20 PetaFLOPS FP4 AI性能。➀ NVIDIA to discuss Blackwell GPU architecture at Hot Chips 2024; ➁ Features two reticle-limited GPUs merged into one; ➂ Boasts 208 billion transistors and 20 PetaFLOPS FP4 AI performance.
08/24/2024, 01:18 PM UTC
NVIDIA将在即将举行的Hot Chips活动中讨论如何利用AI制造AI芯片NVIDIA to discuss building AI to build chips for AI at upcoming Hot Chips event
➀ NVIDIA将在Hot Chips 2024活动中讨论如何利用AI制造下一代AI芯片。➁ 公司将重点介绍拥有2080亿个晶体管的新Blackwell B200 AI GPU。➂ NVIDIA将探讨使用生成式AI优化用于芯片设计的Verilog代码。➀ NVIDIA will discuss using AI to build next-generation chips for AI at Hot Chips 2024. ➁ The company will focus on the new Blackwell B200 AI GPU with 208 billion transistors. ➂ NVIDIA will explore using generative AI to optimize Verilog code for chip design.
08/24/2024, 12:46 PM UTC
NVIDIA展示在其数据中心实时运行的Blackwell AI GPU：首次制作FP4 GenAI图像NVIDIA shows off Blackwell AI GPUs running in its data center: makes first-ever FP4 GenAI image
➀ NVIDIA展示了其新Blackwell AI GPU在其数据中心实时运行的情景。➁ 公司预告将在Hot Chips上透露更多关于Blackwell GPU架构的细节。➂ NVIDIA展示了使用这些GPU制作的第一个FP4 GenAI图像。➀ NVIDIA demonstrated its new Blackwell AI GPUs running in real-time in its data centers. ➁ The company teased more details about the Blackwell GPU architecture at Hot Chips. ➂ NVIDIA showcased the first-ever FP4 GenAI image created with these GPUs.
08/24/2024, 08:05 AM UTC
iPhone 16发布日期及苹果AI战略泄露iPhone 16 launch and announcement date leaked ahead of Apple's plunge into AI
➀ 据可靠消息泄露，苹果iPhone 16发布会定于9月10日。➁ 发布会还将推出新款Apple Watch和AirPods。➂ iOS 18将展示苹果在AI领域的进展。➀ Apple's iPhone 16 launch event is set for September 10, according to a credible leak. ➁ The event will also unveil new Apple Watch and AirPods models. ➂ iOS 18, featuring Apple's AI advancements, will be detailed during the event.
08/24/2024, 06:31 AM UTC
单个NVIDIA RTX 3090显卡可运行超过1,000用户的AI聊天机器人Single NVIDIA RTX 3090 found capable of running 1,000+ user AI chatbot
➀ 一家爱沙尼亚初创公司展示了单个NVIDIA RTX 3090显卡可以运行一个客户聊天机器人AI系统。➁ RTX 3090提供的AI性能与客户服务AI聊天机器人相当，每秒处理12.88个令牌。➂ 这个AI聊天机器人可以支持数千用户，并在任何时候满足100个用户的请求。➀ An Estonian startup demonstrated that a single NVIDIA RTX 3090 can run a customer chatbot AI system. ➁ The RTX 3090 provided AI performance comparable to a customer service AI chatbot, serving 12.88 tokens per second. ➂ This AI chatbot could support thousands of users and fulfill the requests of 100s at any given time.
08/23/2024, 04:28 PM UTC
亚马逊云服务CEO预测：两年内开发者或将不再编写代码Amazon Web Services CEO suggests developers may not be coding in two years
➀ 亚马逊云服务CEO马特·加曼预测，由于人工智能的进步，开发者可能在24个月内从编码转向其他技能。➁ 随着开发者更多 地关注理解客户需求和创新，编码可能变得不那么重要。➂ 人类仍需监督验证AI生成的代码，但这一需求未来可能会改变。➀ AWS CEO Matt Garman suggests developers may shift from coding to other skills within 24 months due to AI advancements. ➁ Coding may become less central as developers focus more on understanding customer needs and innovation. ➂ Human oversight is still required to verify AI-generated code, but this may change in the future.
08/22/2024, 09:03 AM UTC
高通发布Snapdragon 7s Gen 3，旨在实现经济实惠的AI智能手机Qualcomm Announces Snapdragon 7s Gen 3 for Affordable AI Smartphones
1. 高通推出Snapdragon 7s Gen 3处理器，旨在为经济型智能手机提供增强的AI功能；2. 新芯片配备8核Kryo CPU、Adreno GPU和Hexagon NPU，性能和效率都有所提升；3. 与前代产品Snapdragon 7s Gen 2相比，CPU性能提升20%，GPU性能提升高达40%，AI性能提升超过30%，整体功耗降低12%。1. Qualcomm introduces the Snapdragon 7s Gen 3 processor for budget-friendly smartphones with enhanced AI capabilities; 2. The new chip features an 8-core Kryo CPU, Adreno GPU, and Hexagon NPU, offering improved performance and efficiency; 3. Compared to its predecessor, the Snapdragon 7s Gen 2, it boasts a 20% increase in CPU performance, up to 40% improvement in GPU, over 30% boost in AI performance, and a 12% reduction in overall power consumption.
08/20/2024, 06:05 AM UTC
SK海力士扩大SSD生产：AI服务器需求推动企业级SSD价格上涨80%SK hynix to expand SSD production: AI server demand pushes enterprise SSD prices up 80%
➀ SK海力士及其子公司Solidigm因AI服务器的高需求正在扩大SSD生产。➁ 企业级SSD价格上涨了80%。➂ 公司专注于使用QLC技术生产高容量SSD。➀ SK hynix and Solidigm are expanding SSD production due to high demand from AI servers. ➁ Enterprise SSD prices have increased by 80%. ➂ The companies are focusing on producing high-capacity SSDs using QLC technology.
08/20/2024, 04:58 AM UTC
SK海力士计划开发性能提升30倍的新型内存产品SK hynix plans to develop new memory product with 30x the performance of HBM memory chips
➀ SK海力士计划开发性能提升20至30倍的新型内存产品；➁ 公司专注于为大型科技公司提供定制HBM解决方案；➂ SK海力士正在研发第六代HBM，即HBM4，预计将于2025年下半年开始出货。➀ SK hynix plans to develop a new memory product with 20-30x the performance of current HBM; ➁ The company is focusing on custom HBM solutions for major tech companies; ➂ SK hynix is working on its 6th generation HBM, HBM4, expected to ship in the second half of 2025.
08/14/2024, 12:08 AM UTC
NVIDIA新款Blackwell GB200 AI服务器因'组件短缺'导致2024年第四季度供应紧张NVIDIA's new Blackwell GB200 AI servers 'component shortage' leading to short supply in Q4 2024
➀ NVIDIA的新款GB200 AI服务器面临组件短缺问题。➁ 服务器存在液体冷却系统泄漏的问题。➂ GB200 AI服务器的公开版本是参考设计，定制需求导致非公开项目。➀ NVIDIA's new GB200 AI servers are facing component shortages. ➁ The servers are experiencing issues with liquid cooling system leaks. ➂ The public version of GB200 AI servers is a reference design, with custom needs leading to non-public items.
08/13/2024, 01:00 PM UTC
为什么选择玻璃基板？Why Glass Substrates?
➀ 玻璃基板具有超平坦性和更高的互连密度，有可能取代有机基板和硅中介层。➁ 它们与硅芯片具有更好的热匹配性，并能处理更高的芯片密度。➂ 挑战包括脆性、粘附问题和缺乏行业标准。➀ Glass substrates offer superior flatness and higher interconnect densities, potentially replacing organic substrates and silicon interposers. ➁ They provide better thermal matching with silicon dies and can handle higher chip densities. ➂ Challenges include brittleness, adhesion issues, and lack of industry standards.
08/09/2024, 11:30 AM UTC
AOOSTAR：基于AMD新款Ryzen AI 300系列'Strix Point' APU的迷你PC预计10月上市AOOSTAR: AMD's new Ryzen AI 300 series 'Strix Point' APU-powered Mini-PCs expected in October
➀ AOOSTAR宣布基于AMD Ryzen AI 300系列'Strix Point' APU的迷你PC将于10月上市。➁ 制造商已准备好主板，但仍在等待APU进行测试。➂ 这些迷你PC将支持SO-DIMM内存，允许未来升级，与Strix Point APU驱动的笔记本电脑不同。➀ AOOSTAR announces Mini-PCs based on AMD's Ryzen AI 300 series 'Strix Point' APUs will launch in October. ➁ The manufacturer has prepared the motherboard but awaits the APU for testing. ➂ These Mini-PCs will support SO-DIMM memory, allowing for future upgrades, unlike Strix Point APU-powered laptops.
08/07/2024, 03:00 PM UTC
西部数据预告128TB企业级SSD：BiCS8 3D QLC助力AI工作负载Western Digital Teases 128 TB Enterprise SSD: BiCS8 3D QLC for AI Workloads
➀ 西部数据预告了一款使用BiCS8 QLC NAND的128TB SSD，主要针对AI数据湖和容量密集型应用。➁ BiCS8 NAND具有218层和混合键合方案，适用于Gen 4+驱动器。➂ SSD的固件针对AI检查点进行了优化，支持顺序写入和同时读取操作。➀ Western Digital has teased a 128 TB SSD using BiCS8 QLC NAND, designed for AI data lakes and capacity-intensive applications. ➁ The BiCS8 NAND features 218 layers and a hybrid bonding scheme, suitable for Gen 4+ drives. ➂ The SSD's firmware is optimized for AI checkpointing, supporting sequential writes and simultaneous read operations.
08/06/2024, 11:33 AM UTC
NVIDIA被曝每日抓取相当于'人类一生'的YouTube视频用于AI训练NVIDIA caught scraping 'human lifetime' of YouTube videos per day to train AI
➀ NVIDIA涉嫌抓取数百万YouTube视频用于训练其AI产品，违反了YouTube的服务条款。➁ 该公司使用虚拟机避免被检测，并对YouTube隐藏其活动。➂ 内部通信显示，尽管存在伦理担忧，NVIDIA高管仍批准使用这些数据进行训练。➀ NVIDIA allegedly scraped millions of YouTube videos to train its AI products, violating YouTube's terms-of-service. ➁ The company used virtual machines to avoid detection and hid its activities from YouTube. ➂ Internal communications showed that NVIDIA executives approved the use of this data for training, despite ethical concerns.
08/05/2024, 05:00 PM UTC
第61届DAC上的3D IC设计生态系统小组讨论3D IC Design Ecosystem Panel at #61DAC
➀ 小组讨论了AI和数据中心中功率效率的挑战，强调了3D混合键合对于更密集和更节能互连的需求。➁ 英特尔代工厂强调了集成3D IC产品的系统方法，目标是实现CAD无关的工具流和系统技术协同优化（STCO）。➂ 高通公司专注于协同优化和左移策略，保持EDA供应商中立以应对多物理挑战。➀ The panel discussed the challenges of power efficiency in AI and data centers, highlighting the need for 3D hybrid bonding for denser and more power-efficient interconnects. ➁ Intel Foundry emphasized a systems approach to integrating 3D IC products, aiming for CAD agnostic tool flows and System Technology Co-Optimization (STCO). ➂ Qualcomm focused on co-optimization and shift-left strategies, staying EDA vendor-agnostic to tackle multi-physics challenges.
08/05/2024, 01:00 PM UTC
通过PCIe 7.0缓解AI数据瓶颈Mitigating AI Data Bottlenecks with PCIe 7.0
➀ PCIe 7.0通过提供更高的带宽和更低的延迟来解决AI数据瓶颈问题。➁ PCIe 7.0支持系统级优化并降低数据中心能耗。➂ 将光子学集成到PCIe中确保了其在未来AI发展中的相关性和益处。➀ AI data bottlenecks are addressed with PCIe 7.0, offering higher bandwidth and lower latency. ➁ PCIe 7.0 supports system-level optimization and reduces data center power consumption. ➂ The integration of photonics into PCIe ensures its relevance and benefits for future AI advancements.
08/05/2024, 02:56 AM UTC
NVIDIA B200 Blackwell Ultra AI GPU配备288GB HBM3E，全新设计的B200A Blackwell Ultra配备144GBNVIDIA B200 Blackwell Ultra AI GPU has 288GB HBM3E, redesigned B200A Blackwell Ultra with 144GB
➀ NVIDIA的B200 Blackwell Ultra配备高达288GB的HBM3E内存。➁ 全新设计的B200A Blackwell Ultra配备144GB的HBM3E内存。➂ 这两款GPU都属于NVIDIA的中代更新，重点在于内存和性能的提升。➀ NVIDIA's B200 Blackwell Ultra features up to 288GB of HBM3E memory. ➁ The redesigned B200A Blackwell Ultra has 144GB of HBM3E memory. ➂ Both GPUs are part of NVIDIA's mid-generation refresh, focusing on memory and performance enhancements.
08/05/2024, 02:17 AM UTC
NVIDIA新款Blackwell AI GPU遭遇重大问题，需重新设计导致大幅延迟NVIDIA's new Blackwell AI GPUs 'encountering major issues' which require redesign, big delays
➀ NVIDIA的新款Blackwell AI GPU系列面临重大问题，将导致生产目标推迟至2025年上半年。➁ 问题涉及GPU架构和台积电的新CoWoS-L芯片封装。➂ NVIDIA据报道正在延长Hopper AI GPU系列，并引入新的Blackwell系列GPU，即B200A，以解决这些问题。➀ NVIDIA's new Blackwell AI GPU family is facing major issues that will delay production targets into the first half of 2025. ➁ The issues are related to the GPU architecture and TSMC's new CoWoS-L chip packaging. ➂ NVIDIA is reportedly extending the Hopper AI GPU series and introducing a new Blackwell family GPU, the B200A, to address the issues.
08/03/2024, 08:59 AM UTC
英伟达下一代Blackwell AI GPU因设计缺陷传闻而延迟NVIDIA's next-gen Blackwell AI GPUs delayed, rumor has it 'design flaws' are to blame
1、英伟达下一代Blackwell AI GPU因设计缺陷传闻而延迟。2、延迟可能持续三个月或更长时间，影响Meta、谷歌和微软等主要客户。3、英伟达已向微软通报延迟情况，预计大量出货将在2025年第一季度进行。1. NVIDIA's next-gen Blackwell AI GPUs are reportedly delayed due to design flaws. 2. The delay could last for 3 months or more, affecting major customers like Meta, Google, and Microsoft. 3. NVIDIA has informed Microsoft about the delay, with significant shipments expected in Q1 2025.
08/02/2024, 05:16 AM UTC
Google Lens现在可以在桌面版Chrome上使用Google Lens Now Available on Desktop Chrome
1、Google Lens集成到桌面版Chrome中；2、添加了标签页比较功能；3、增强了历史搜索功能。1. Google Lens integration into desktop Chrome; 2. Tab comparison feature added; 3. Enhanced history search functionality.
08/01/2024, 03:33 PM UTC
Reddit CEO 呼吁微软就数据抓取问题进行谈判Reddit CEO says Microsoft refuses to negotiate with Reddit to scrape its data
1、Reddit CEO Steve Huffman 呼吁微软就数据抓取问题进行谈判。2、Reddit 更新了其 API 政策，对访问收费并阻止未付费的搜索引擎。3、微软、Anthropic 和 Perplexity 拒绝与 Reddit 就数据访问进行谈判。1. Reddit CEO Steve Huffman calls on Microsoft to negotiate for data scraping. 2. Reddit has updated its API policies, charging for access and blocking non-paying search engines. 3. Microsoft, Anthropic, and Perplexity have refused to negotiate with Reddit for data access.
08/01/2024, 06:58 AM UTC
动视将《使 命召唤：战区》巨型地图Caldera开源，供AI训练使用Activision made this epic Call of Duty: Warzone map open-source and available for AI training
1、动视将《使命召唤：战区》中的Caldera地图开源，用于AI训练和教育。2、这是游戏行业首次以OpenUSD格式发布的地图数据。3、该地图包含几何数据和玩家移动的时间样本，旨在推动游戏开发和AI研究的发展。1. Activision has made the Caldera map from Call of Duty: Warzone open-source for AI training and education. 2. This is a first-of-its-kind release in the gaming industry, available in OpenUSD format. 3. The map includes geometry and time samples of player movement, aiming to advance game development and AI research.
07/31/2024, 03:49 AM UTC
谷歌云端硬盘、双子星新增PDF摘要功能Google Drive, Gemini Adds PDF Summarization Feature
1、总结长而复杂的PDF内容；2、使用问题在PDF中查找特定信息；3、从PDF内容创建新的内容，如电子邮件草稿或学习指南；4、将PDF与其他文件关联起来1. Summarize long and complex PDF content; 2. Find specific information within PDFs using questions; 3. Create new content such as email drafts or study guides from PDF content; 4. Link PDFs with other files
07/31/2024, 09:29 AM UTC
2024年DRAM和NAND闪存收入将因AI大幅增长DRAM and NAND flash revenue to increase 'significantly' in 2024 thanks to AI
1、由于AI的推动，预计2024年DRAM和NAND闪存收入将显著增加。2、DRAM收入预计在2024年达到907亿美元，2025年进一步增至1365亿美元。3、NAND闪存收入预计在2024年达到674亿美元，主要由QLC企业级SSD驱动。1. DRAM and NAND Flash revenue expected to increase significantly in 2024 due to AI. 2. DRAM revenue projected to reach $90.7 billion in 2024, with a further increase to $136.5 billion in 2025. 3. NAND Flash revenue expected to reach $67.4 billion in 2024, driven by QLC enterprise SSDs.
07/30/2024, 04:27 AM UTC
NVIDIA推出面向人形机器人研究开发的平台NVIDIA Launches Platform for Humanoid Robot Research and Development
1. NVIDIA宣布推出人形机器人研究开发平台；2. 平台包括NVIDIA OSMO、NIM和Isaac Sim；3. 旨在简化机器人训练和仿真工作流程，缩短开发时间。1. NVIDIA announces platform for humanoid robot research and development; 2. Platform includes NVIDIA OSMO, NIM, and Isaac Sim; 3. Aims to simplify robot training and simulation workflows, reducing development time.
07/30/2024, 07:22 AM UTC
NVIDIA CEO黄仁勋谈AI的下一波浪潮：物理AI，面临‘三体问题’NVIDIA CEO Jensen Huang on next wave of AI: physical AI, has a 'three-body problem'
1、NVIDIA CEO黄仁勋指出AI的下一波浪潮是‘物理AI’，需要三种计算机系统：AI、机器人和Omniverse。2、黄仁勋提到‘三体问题’，指的是整合这些系统的复杂性。3、NVIDIA旨在通过AI能力赋能组织，提升客户服务和运营效率。1. NVIDIA CEO Jensen Huang identifies the next wave of AI as 'physical AI', requiring three computer systems: AI, robotics, and Omniverse. 2. Huang mentions the 'three-body problem' in reference to the complexity of integrating these systems. 3. NVIDIA aims to empower organizations with AI capabilities for better customer service and operational efficiency.
07/30/2024, 07:19 AM UTC
SK海力士计划投资9.4万亿韩元建设新工厂以应对AI需求激增SK Hynix to build new fab to respond to high demand from AI
1、SK海力士计划投资9.4万亿韩元建设新工厂，以应对由人工智能热潮引发的内存芯片高需求。2、新工厂将位于韩国政府支持的永宁半导体集群新工业区。3、工厂建设即将启动。1. SK Hynix plans to invest 9.4 trillion won to construct a new fab in response to the high demand for memory chips driven by AI. 2. The new fab will be located at the Yongin Semiconductor Cluster, a new industrial zone supported by the South Korean government. 3. Construction of the fab is set to commence soon.
07/30/2024, 06:19 AM UTC
SK海力士2024年上半年SSD出口增长84%：AI数据中心需求大增SK hynix exports of SSDs rose 84% in 1H 2024: big increases for AI data centers
1、SK海力士2024年上半年SSD出口量同比增长84%。2、该公司在2024年上半年出口了价值5.01亿美元的SSD，主要受AI和数据中心需求驱动。3、SK海力士正在扩大生产能力，以满足对高容量SSD日益增长的需求。1. SK hynix's SSD exports increased by 84% in the first half of 2024 compared to the same period in 2023. 2. The company exported $501 million worth of SSDs in 1H 2024, driven by AI and data center demands. 3. SK hynix is expanding production capacity to meet the growing demand for high-capacity SSDs.
07/29/2024, 01:00 PM UTC
Alphawave Semi 推出行业首款多协议I/O连接芯片，助力高性能计算和AI基础设施Alphawave Semi Tapes Out Industry-First, Multi-Protocol I/O Connectivity Chiplet for HPC and AI Infrastructure
1、Alphawave Semi 开发了行业首款用于高性能计算（HPC）和人工智能（AI）的多协议I/O连接芯片，传输速率达1.6Tbps；2、该芯片支持多种协议，包括PCIe、CXL和以太网，提高了数据传输效率和AI模型训练能力；3、Alphawave Semi 在技术和商业因素上的双重关注，推动了芯片技术在高性能计算和AI应用中的采用和可持续性。1. Alphawave Semi has developed the industry's first multi-protocol I/O connectivity chiplet for HPC and AI, delivering 1.6Tbps throughput; 2. The chiplet supports various protocols including PCIe, CXL, and Ethernet, enhancing data transfer efficiency and AI model training; 3. Alphawave Semi's focus on both technical and business factors is driving the adoption and sustainability of chiplet technology in high-performance computing and AI applications.
07/29/2024, 10:02 AM UTC
埃隆·马斯克和X的Grok AI现在抓取所有用户帖子，除非用户选择退出Elon Musk and X's Grok AI now scrapes every post from every user unless they opt out
1、埃隆·马斯克的Grok AI现在可以访问X上的所有用户帖子，除非用户选择退出。2、该AI使用来自社交媒体平台的大量数据进行训练。3、用户可以通过在台式电脑上调整设置来选择退出数据抓取。1. Elon Musk's Grok AI now accesses all user posts on X unless users opt out. 2. The AI is trained using massive amounts of data from social media platforms. 3. Users can opt out of data scraping by adjusting settings on a desktop computer.
07/26/2024, 02:52 AM UTC
美光发布全球最快PCIe 5.0数据中心SSD，适合AI应用Micron Announces World's Fastest PCIe 5.0 Data Center SSDs, Ideal for AI
1. 美光科技推出Micron 9550 NVMe SSD系列，号称全球最快的PCIe 5.0数据中心SSD；2. 这些SSD提供高达14GB/s的顺序读取速度和10GB/s的写入速度，性能比竞争对手高出最多67%；3. 它们专为AI工作负载设计，随机读取速度高达330万IOPS，写入速度为40万IOPS，适合大型语言模型和图神经网络训练。1. Micron Technology introduces the Micron 9550 NVMe SSD series, boasting the world's fastest PCIe 5.0 data center SSDs; 2. These SSDs offer maximum sequential read speeds of 14GB/s and write speeds of 10GB/s, with up to 67% higher performance than competitors; 3. They are designed for AI workloads, with random read speeds of up to 3.3 million IOPS and write speeds of 400,000 IOPS, making them suitable for large language models and graph neural network training.
07/26/2024, 02:11 AM UTC
OpenAI推出AI搜索功能“SearchGPT”OpenAI Introduces AI Search Feature 'SearchGPT'
1. OpenAI宣布推出名为SearchGPT的新AI搜索功能；2. SearchGPT允许用户使用自然语言进行搜索，并提供快速答案和相关信息来源；3. 该功能目前处于原型阶段，需要用户注册等待列表才能尝试使用。1. OpenAI announces new AI search feature called SearchGPT; 2. SearchGPT allows users to search for information using natural language and provides quick answers with relevant sources; 3. The feature is currently in prototype phase and requires users to sign up for a waiting list to try it out.
07/25/2024, 09:34 PM UTC
HP OmniBook X 14 AI PC评测：搭载Arm的下一代AI PCHP OmniBook X 14 AI PC Review: A Next-Generation AI PC with Arm
1. HP OmniBook X 14 AI PC是一款搭载Qualcomm Snapdragon X Elite的强大超便携设备，专为AI功能设计，可在本地执行语言模型和生成AI。 2. 它配备了14英寸2.2K IPS光泽显示屏、16GB LPDDR5x内存、1TB PCIe 4.0 SSD和Windows 11家庭版。 3. 该设备提供独特的Copilot键以快速访问AI助手，并支持Wi-Fi 7、蓝牙5.4，以及拥有 持久的59Wh电池。1. The HP OmniBook X 14 AI PC is a powerful ultramobile device featuring the Qualcomm Snapdragon X Elite, designed for AI capabilities and local execution of language models and generative AI. 2. It comes with a 14-inch 2.2K IPS glossy display, a 16GB LPDDR5x RAM, a 1TB PCIe 4.0 SSD, and Windows 11 Home. 3. The device offers a unique Copilot key for quick access to AI assistance, and it supports Wi-Fi 7, Bluetooth 5.4, and features a long-lasting 59Wh battery.
07/25/2024, 05:00 PM UTC
利用PAM4 SerDes技术增强AI、超大规模数据中心和网络连接能力Empowering AI, Hyperscale and Data Center Connectivity with PAM4 SerDes Technology
1、PAM4 SerDes技术显著提高了AI和数据中心应用的数据吞吐量和能效；2、该技术支持从长到短的各种距离要求，确保可靠和高速的数据传输；3、Cadence的高级SerDes解决方案及其在Ultra Ethernet Consortium中的参与突显了以太网技术的持续创新。1. PAM4 SerDes technology significantly enhances data throughput and power efficiency for AI and data center applications; 2. The technology supports various reach requirements, from long to short, ensuring reliable and high-speed data transmission; 3. Cadence's advanced SerDes solutions and involvement in the Ultra Ethernet Consortium highlight ongoing innovations in Ethernet technology.
07/24/2024, 05:00 PM UTC
Perforce IP和设计数据管理 #61DACPerforce IP and Design Data Management #61DAC
1、Perforce在AI中管理成本和足迹的更新；2、AI数据集管理的重要性；3、AI商品化的计划；4、Perforce Helix IPLM和Helix Core的新功能。1. Perforce updates on managing costs and footprint in AI; 2. Importance of AI data set management; 3. Plans for commoditization of AI; 4. New features in Perforce Helix IPLM and Helix Core.
07/20/2024, 12:16 AM UTC
TT秀 - 第43集 - 英特尔CPU困境与AMD激动人心的新游戏技术The TT Show - Episode 43 - Intel CPU Troubles and AMD's exciting new Game Tech
1、英特尔第13代和第14代CPU面临稳定性问题，导致游戏开发者转向AMD服务器。2、AMD宣布新技术可将游戏安装大小减少高达70%。3、苹果和英伟达使用YouTube视频进行AI训练，违反了谷歌的服务条款。4、微软开发了一种AI语音生成器，因其过于逼真而不会发布。1. Intel's 13th and 14th Gen CPUs are facing instability issues, leading to game developers switching to AMD servers. 2. AMD announced new tech that can reduce game install sizes by up to 70%. 3. Apple and NVIDIA have been using YouTube videos for AI training, violating Google's terms of service. 4. Microsoft developed an AI voice generator so realistic it won't be released.
07/19/2024, 06:30 PM UTC
Tenstorrent发布Wormhole AI处理器：300W功耗下达到466 FP8 TFLOPSTenstorrent Launches Wormhole AI Processors: 466 FP8 TFLOPS at 300W
1、Tenstorrent推出了新一代Wormhole AI处理器，专注于AI工作负载的性能和成本效益。2、Wormhole处理器包含72个Tensix核心和108 MB的SRAM，在300W功耗下可提供高达466 FP8 TFLOPS的性能。3、这些处理器以单芯片和双芯片PCIe卡的形式提供，同时还有为开发者准备的预构建工作站。1. Tenstorrent has introduced its new Wormhole AI processors, designed for AI workloads with a focus on performance and cost efficiency. 2. The Wormhole processors feature 72 Tensix cores and 108 MB of SRAM, delivering up to 466 FP8 TFLOPS at 300W. 3. The processors are available in single and dual-chip PCIe cards, with pre-built workstations also offered for developers.
07/18/2024, 05:00 PM UTC
台积电2024年第二季度业绩：HPC营收占比超52%，AI需求推动创历史最佳季度TSMCs Q2'24 Results: Best Quarter Ever as HPC Revenue Share Exceeds 52% on AI Demand
1、台积电2024年第二季度营收达到208.2亿美元，创下公司历史最佳季度。2、高性能计算（HPC）营收占比首次超过52%，主要由AI处理器需求和PC市场复苏推动。3、先进技术（N3、N5、N7）占总晶圆营收的67%，其中N3工艺技术占比15%。1. TSMC's Q2 2024 revenue reached $20.82 billion, marking the best quarter in the company's history. 2. HPC revenue share exceeded 52%, driven by AI processor demand and a rebound in the PC market. 3. Advanced technologies (N3, N5, N7) accounted for 67% of total wafer revenue, with N3 process technologies contributing 15%.
07/18/2024, 05:22 AM UTC
新闻：DeepL宣布语言专业化下一代AI，性能超越GPT-4 和GoogleNews: DeepL Announces Next-Generation AI Specialized in Language with Performance Exceeding GPT-4 and Google
1. DeepL已经实施了一种新的语言AI，它使用专门针对翻译和文本校正的大型语言模型（LLM）。 2. 该AI旨在降低误信息风险，提供更准确的上下文和更人性化的翻译及文本生成。 3. 在专业翻译人员的盲测中，DeepL的新AI表现优于ChatGPT-4、Google翻译和Microsoft翻译，与DeepL之前的模型相比显示出显著的改进。1. DeepL has implemented a new language AI with a large language model (LLM) specialized in translation and text correction. 2. The AI is designed to reduce the risk of misinformation and provide more contextually accurate and human-like translations and text generation. 3. In blind tests with professional translators, DeepL's new AI outperformed ChatGPT-4, Google Translate, and Microsoft Translator, showing significant improvements over DeepL's previous models.
07/16/2024, 03:27 AM UTC
NVIDIA、台积电、SK海力士组建‘三角联盟’，共同开发下一代AI GPU及HBM4内存NVIDIA, TSMC, SK hynix form 'triangular alliance' for next-gen AI GPUs and HBM4 memory
1、NVIDIA、台积电和SK海力士已组建‘三角联盟’，旨在引领下一代AI GPU和HBM4内存的开发。2、SK海力士总裁金周奂预计将在台湾半导体展上与台积电高管讨论下一代HBM合作计划。3、该联盟旨在通过2026年进入大规模生产的HBM4，主导AI GPU市场。1. NVIDIA, TSMC, and SK hynix have formed a 'triangular alliance' to lead the development of next-gen AI GPUs and HBM4 memory. 2. SK hynix president Kim Joo-sun is expected to discuss next-generation HBM collaboration plans with TSMC executives at SEMICON Taiwan. 3. The alliance aims to dominate the AI GPU market with HBM4 entering mass production in 2026.
07/15/2024, 02:59 AM UTC
英伟达为下一代Blackwell AI GPU向台积电增加25%订单，应对强劲AI需求NVIDIA raises orders 25% for TSMC for its next-gen Blackwell AI GPUs amid strong AI demand
1、由于强劲的AI需求，英伟达为下一代Blackwell AI GPU向台积电增加了25%的订单。2、Blackwell AI GPU系列，包括B100、B200和GB200，预计将在2025年主导AI市场。3、亚马逊、戴尔、谷歌、Meta和微软等主要科技公司计划在其新的AI服务器中使用这些GPU。1. NVIDIA increases orders for TSMC by 25% for its next-gen Blackwell AI GPUs due to strong AI demand. 2. The Blackwell AI GPU family, including B100, B200, and GB200, is expected to dominate the AI market in 2025. 3. Major tech companies like Amazon, Dell, Google, Meta, and Microsoft plan to use these GPUs in their new AI servers.
07/12/2024, 01:00 PM UTC
SEMICON West盛况空前 - HBM与AI无处不在 - CHIPS法案与IMECSEMICON West- Jubilant huge crowds- HBM & AI everywhere – CHIPS Act & IMEC
1、SEMICON West吸 引了大批热情的观众，标志着从近年低迷中的转机，主要由AI和HBM技术推动。2、IMEC的演讲强调了CMOS 2.0的重要性以及AI对电力需求的挑战。3、CHIPS法案和公众对半导体的日益关注成为重要亮点，同时TSMC在代工市场的主导地位也备受瞩目。1. SEMICON West saw jubilant crowds and a turnaround from recent downturns, driven by AI and HBM technologies. 2. IMEC's presentations highlighted the importance of CMOS 2.0 and the challenges of AI power requirements. 3. The CHIPS Act and increased public awareness of semiconductors were significant highlights, along with the dominance of TSMC in the foundry market.
07/11/2024, 01:00 PM UTC
AI繁荣推动接口IP年增长17%AI Booming is Fueling Interface IP 17% YoY Growth
1、AI的快速发展显著推动了半导体行业，特别是接口IP，2023年增长了17%。2、接口IP的市场份额从2017年的18%上升到2023年的28%，预计到2028年将达到38%。3、关键协议如PCIe、内存控制器和以太网预计将因数据中心应用和AI而大幅增长。1. AI's growth is significantly driving the semiconductor industry, especially interface IP, which saw a 17% increase in 2023. 2. Interface IP's market share has risen from 18% in 2017 to 28% in 2023, with projections to reach 38% by 2028. 3. Key protocols like PCIe, memory controllers, and Ethernet are expected to see substantial growth, driven by data-centric applications and AI.
07/11/2024, 12:52 AM UTC
AMD 准备推出无NPU的Hawk Point APU：Ryzen 7 8745HS是Ryzen 7 8845HS的变种，去除了XDNA NPUAMD preps Hawk Point APU without NPU: Ryzen 7 8745HS is the Ryzen 7 8845HS without XDNA NPU
1、AMD正在开发一款新的Ryzen 7 8745HS APU，该APU去除了用于AI任务的XDNA NPU。2、Ryzen 7 8745HS将与Ryzen 7 8845HS相似，但没有NPU。3、这款新APU的AI性能将低于英特尔的Core Ultra 100系列处理器。1. AMD is developing a new Ryzen 7 8745HS APU without the XDNA NPU for AI tasks. 2. The Ryzen 7 8745HS will be similar to the Ryzen 7 8845HS but without the NPU. 3. The new APU will have less AI performance compared to Intel's Core Ultra 100 series processors.
07/10/2024, 01:00 PM UTC
生产型AI正在起飞，但并非在你所想的地方Production AI is Taking Off But Not Where You Think
1、AI增长正发生在消费设备和物联网领域，专注于噪声消除和预测性维护等实用应用。2、tinyML基金会正在为该领域的产品制造商形成一个共同兴趣小组。3、Ceva的NeuPro-Nano针对tinyML配置文件，具有高性能和低能耗，支持可扩展的神经引擎和标准推理框架。1. AI growth is happening in consumer devices and IoT, focusing on practical applications like noise cancellation and predictive maintenance. 2. The tinyML Foundation is forming a common interest group for product makers in this space. 3. Ceva's NeuPro-Nano addresses tinyML profiles with high performance and low energy consumption, supporting scalable neural engines and standard inference frameworks.
07/08/2024, 01:00 PM UTC
第61届DAC会议体验My Experience at #61DAC
1、第61届设计自动化会议（DAC）以“从芯片到系统”为主题，反映了行业从传统芯片制造商向设计自有芯片的系统公司的转变。2、人工智能是会议的一个突出主题，英伟达被强调为人工智能热潮的主要受益者。3、会议展示了老牌和新公司的混合体，强调了半导体生态系统内的经验深度。1. The 61st Design Automation Conference (DAC) focused on the theme 'Chips to Systems', reflecting the industry's shift from traditional chip makers to system companies designing their own chips. 2. AI was a prominent topic at the conference, with Nvidia being highlighted as a major beneficiary of the AI surge. 3. The conference showcased a mix of established and new companies, emphasizing the depth of experience within the semiconductor ecosystem.
07/03/2024, 02:00 AM UTC
华硕发布旗舰智能手机'Zenfone 11 Ultra' 搭载AI功能ASUS Launches Flagship Smartphone 'Zenfone 11 Ultra' with AI Features
1. 华硕推出Zenfone 11 Ultra，这是一款搭载先进AI功能的旗舰智能手机；2. 该设备配备6.78英寸显示屏、强大的Snapdragon 8 Gen 3芯片组，以及一系列AI驱动功能，如通话翻译、语音转文字和AI生成壁纸；3. 它还包括三摄像头系统、大容量5,500mAh电池，并支持快速充电和无线充电。1. ASUS introduces the Zenfone 11 Ultra, a flagship smartphone with advanced AI capabilities; 2. The device features a 6.78-inch display, a powerful Snapdragon 8 Gen 3 chipset, and a range of AI-driven features such as call translation, voice-to-text transcription, and AI-generated wallpapers; 3. It also includes a triple-camera setup, a large 5,500mAh battery, and supports fast charging and wireless charging.
07/03/2024, 01:35 AM UTC
宏碁Swift 14 AI笔记本搭载AMD新款Ryzen AI 9 HX 370 'Strix Point' APU在Geekbench亮相Acer Swift 14 AI laptop with AMD's new Ryzen AI 9 HX 370 'Strix Point' APU on Geekbench
1、宏碁新款Swift 14 AI笔记本搭载了AMD即将推出的Ryzen AI 9 HX 370 'Strix Point' APU。2、该APU拥有12个核心（4个Zen 5和8个Zen 5c核心），最高可达5.1GHz。3、该笔记本在Geekbench的单核成绩为2689分，多核成绩为13515分，超过了部分之前的APU。1. Acer's new Swift 14 AI laptop features AMD's upcoming Ryzen AI 9 HX 370 'Strix Point' APU. 2. The APU has 12 cores (4 Zen 5 and 8 Zen 5c cores) and boosts up to 5.1GHz. 3. The laptop's Geekbench scores are 2689 for single-core and 13515 for multi-core, outperforming some previous APUs.
07/02/2024, 03:51 AM UTC
SK海力士宣布完成专为AI PC设计的新款SSD 'PCB01'的开发SK hynix announces development completed on PCB01: its new SSD for on-device AI PCs
1、SK海力士开发了专为AI PC设计的PCB01 SSD，性能行业领先。2、PCB01采用8通道PCIe第5代标准，提供14GB/秒的顺序读取和12GB/秒的顺序写入。3、该SSD具有更高的能效和安全功能，计划年内开始量产。1. SK hynix has developed the PCB01 SSD, designed for on-device AI PCs, with the highest performance in the industry. 2. The PCB01 features 8-channel PCIe 5th generation standard, offering 14GB/sec sequential reads and 12GB/sec sequential writes. 3. The SSD includes enhanced power efficiency and security features, with plans for mass production within the year.
06/30/2024, 11:52 PM UTC
SK海力士计划投资746亿美元加强内存业务，另投580亿美元于AI和半导体SK hynix to spend $74.6 billion on memory business, another $58 billion for AI, semiconductors
1、SK海力士计划未来三年内投资746亿美元加强其内存业务。2、SK集团将额外投资580亿美元于AI和半导体领域。3、这些投资旨在提升在AI市场的竞争力，包括高带宽内存芯片和AI数据中心。1. SK hynix plans to invest $74.6 billion over the next 3 years to strengthen its memory business. 2. An additional $58 billion will be invested in AI and semiconductors by SK Group. 3. The investments aim to enhance competitiveness in the AI market, including HBM chips and AI data centers.
06/27/2024, 04:33 AM UTC
AMD推出新型AI纹理压缩技术，助力游戏下载与安装瘦身AMD is introducing new AI texture compression for gaming to reduce download and install sizes
1、AMD推出'神经纹理块压缩'技术，旨在减小游戏安装包大小并释放VRAM空间。2、该技术利用AI在不牺牲细节的情况下压缩纹理。3、此创新有望显著影响现代游戏中的GPU性能和VRAM需求。1. AMD introduces 'Neural Texture Block Compression' to reduce game install sizes and free up VRAM. 2. The technology uses AI to compress textures without losing detail. 3. This innovation could significantly impact GPU performance and VRAM requirements in modern games.
06/26/2024, 03:27 AM UTC
苹果A18神经引擎传闻：超越M4的AI能力，iPhone 16最佳生成式AI功能Apple A18 Neural Engine rumor: more AI power than M4, best generative AI features for iPhone 16
1、苹果iPhone 16中的A18处理器将配备升级的神经引擎。2、传闻A18的AI能力将超越M4处理器。3、iPhone 16将通过A18神经引擎运行先进的生成式AI功能。1. Apple's A18 processor in iPhone 16 will feature an upgraded Neural Engine. 2. The A18 is rumored to surpass the AI capabilities of the M4 processor. 3. iPhone 16 will run advanced generative AI features powered by the A18 Neural Engine.
06/25/2024, 05:33 AM UTC
OpenAI或将通过实现PC的'多人游戏'特性永久改变PC使用方式OpenAI could change PCs forever by making them 'multiplayer'
1、OpenAI收购了一家名为Multi的初创公司，该公司专注于为软件工程师提供先进的屏幕共享和协作工具。2、Multi的技术允许最多10人共享屏幕和光标，旨在使PC成为'固有的多人游戏'。3、将Multi的技术与OpenAI的AI系统结合，可能会彻底改变人类与台式PC的互动方式，使AI能够直接与用户的屏幕互动并执行代码编辑等任务。1. OpenAI has acquired a startup called Multi, which specializes in advanced screensharing and collaboration tools for software engineers. 2. Multi's technology allows up to 10 people to share screens and cursors, aiming to make PCs 'inherently multiplayer'. 3. The integration of Multi's technology with OpenAI's AI systems could revolutionize how humans interact with desktop PCs, enabling AI to interact directly with the user's screen and perform tasks like code editing.
06/21/2024, 12:02 AM UTC
SK海力士加速HBM开发：HBM4将于2025年推出，HBM4E将于2026年推出SK hynix speeds up HBM development: HBM4 in 2025 and HBM4E now coming in 2026
1. SK海力士正在加速HBM4和HBM4E内存的开发，原计划分别于2026年和2027年开始量产。2. 现在，HBM4定于2025年开始量产，HBM4E将于2026年开始量产，与NVIDIA加速的AI加速器发布周期相一致 。3. 与世界上最快的内存HBM3E相比，下一代HBM4提供了40%的带宽增加和70%的功耗降低。1. SK hynix is accelerating the development of HBM4 and HBM4E memory, originally planned for mass production in 2026 and 2027 respectively. 2. Now, HBM4 is set for mass production in 2025, and HBM4E will enter mass production in 2026, aligning with NVIDIA's accelerated AI accelerator release cycle. 3. The next-generation HBM4 offers a 40% increase in bandwidth and a 70% reduction in power consumption compared to HBM3E, which is the fastest memory in the world.
06/20/2024, 01:58 AM UTC
戴尔与英伟达合作建立AI工厂，为马斯克的xAI训练GrokDell is building an AI factory with NVIDIA AI GPUs to train Grok for xAI and Elon Musk
1、戴尔与英伟达合作建立AI工厂，以增强由埃隆·马斯克的xAI公司开发的AI模型Grok的训练。2、Grok是一个生成式AI聊天机器人，能够处理视觉和文本信息。3、埃隆·马斯克确认戴尔正在为xAI的超级计算机组装一半的机架，超级微型计算机公司也参与了该项目。1. Dell partners with NVIDIA to build an AI factory to enhance the training of Grok, an AI model developed by Elon Musk's xAI company. 2. Grok is a generative AI chatbot that processes visual and textual information. 3. Elon Musk confirms that Dell is assembling half the racks for xAI's supercomputer, and Super Micro Computer is also involved in the project.
06/20/2024, 12:48 AM UTC
美光科技在美国扩建HBM生产线，并考虑在马来西亚生产HBMMicron expands HBM production with new lines in the US, also considers Malaysia HBM production
1. 美光科技正在美国建设新的先进HBM测试生产线；2. 该公司也在首次考虑在马来西亚制造HBM芯片；3. 美光的目标是到2025年将其HBM市场份额增加两倍，目标是达到20%多的百分比范围。1. Micron Technology is building new test production lines for advanced HBM in the US; 2. The company is also considering HBM manufacturing in Malaysia for the first time; 3. Micron aims to triple its market share for HBM by 2025, targeting a 'mid-20' percentage range.
06/18/2024, 01:35 AM UTC
NVIDIA 新款 GB200 AI 服务器由富士康和广达电脑组装，预计 2024 年第三季度出货NVIDIA's new GB200 AI servers led by Foxconn with 40% and Quanta with 30%: ships in Q3 2024
1. NVIDIA 推出 GB200 AI 超级芯片，被誉为地球上最强大的 AI 芯片；2. 台湾的富士康和广达电脑获得了 GB200 AI 服务器的主要组装合同，富士康占 40%，广达占 30%；3. GB200 AI 服务器的出货预计将在 2024 年第三季度开始，NVIDIA 的 DGX GB200 的大规模生产将于今年下半年开始，目标是 2025 年达到约 40000 台。1. NVIDIA introduces the GB200 AI superchip, dubbed the 'most powerful AI chip on earth'; 2. Taiwan's Foxconn and Quanta Computer secure major assembly contracts for GB200 AI servers, with Foxconn at 40% and Quanta at 30%; 3. Shipments for the GB200 AI servers are expected to begin in Q3 2024, with mass production of NVIDIA's DGX GB200 starting in the second half of the year, aiming for around 40,000 units in 2025.
06/18/2024, 01:01 AM UTC
NVIDIA CEO黄仁勋：公司1000亿美元收入大多在台湾制造NVIDIA CEO Jensen Huang says company's $100 billion revenue is mostly manufactured in Taiwan
1、NVIDIA CEO黄仁勋访问台湾参加2024年Computex并会见科技合作伙伴。2、他提到NVIDIA的年增长超过1000亿美元，大部分在台湾制造。3、AI已经使台湾及其公司受益，NVIDIA在AI GPU市场处于领先地位。4、黄仁勋鼓励年轻人专注于学习并尽力而为。5、他希望NVIDIA愿意接受挑战，从失败中学习，而不仅仅是追求财务增长。1. NVIDIA CEO Jensen Huang visited Taiwan for Computex 2024 and met tech partners. 2. He mentioned NVIDIA's annual growth exceeds $100 billion, mostly manufactured in Taiwan. 3. AI has benefited Taiwan and its companies, and NVIDIA is leading the AI GPU market. 4. Jensen encourages young people to focus on learning and doing their best. 5. He aims for NVIDIA to embrace challenges and learn from failures, not just pursue financial growth.
06/17/2024, 01:33 AM UTC
麦当劳将停止与IBM合作测试AI点餐技术McDonald's to stop testing AI to take drive-thru orders, after huge IBM partnership
1、麦当劳将在2024年7月26日之前结束与IBM的AI点餐技术合作；2、自2021年以来，该AI技术在100多家得来速餐厅进行了测试；3、麦当劳正在寻找新的AI合作伙伴，以实现未来的语音点餐解决方案。1. McDonald's is ending its AI drive-thru ordering partnership with IBM by July 26, 2024; 2. The AI technology was tested in over 100 drive-thrus since 2021; 3. McDonald's is seeking new AI partners for future voice-ordering solutions.
06/16/2024, 05:05 AM UTC
AMD Ryzen AI 300和Intel Lunar Lake CPU将推出，但不包含Copilot+ AI功能AMD Ryzen AI 300 and Intel Lunar Lake CPUs will be launching WITHOUT their Copilot+ AI features
1. AMD Ryzen AI 300 'Strix Point' APU和Intel Core Ultra 200V 'Lunar Lake' CPU在推出时将不包含微软的Copilot+功能。2. 高通的新款Snapdragon X处理器最初将独家访问Copilot+体验 。3. AMD和Intel处理器将需要Windows更新来启用Copilot+功能，AMD预计2024年底前更新，Intel的更新将在准备好后提供。1. AMD Ryzen AI 300 'Strix Point' APUs and Intel Core Ultra 200V 'Lunar Lake' CPUs will not have Microsoft's Copilot+ features at launch. 2. Qualcomm's new Snapdragon X processors will have exclusive access to Copilot+ experiences initially. 3. AMD and Intel processors will require a Windows Update to enable Copilot+ features, with AMD expecting the update by the end of 2024 and Intel's update to be available when ready.
06/12/2024, 12:18 AM UTC
NVIDIA据报道在2023年拥有98%的AI GPU市场份额，出货量接近400万NVIDIA reportedly has 98% of the AI GPU market, ships almost 4 million AI GPUs in 2023
1. NVIDIA据报道在2023年出货量达到376万台数据中心GPU，拥有98%的AI GPU市场份额。 2. 该公司从AI GPU销售中获得的收入达到了362亿美元，是2022年收入的三倍。 3. TechInsights分析师James Sanders讨论了谷歌TPU和其他AI处理器对市场的影响，指出尽管谷歌已成为一个重要的参与者，但云平台将继续对英特尔、AMD和NVIDIA的芯片有需求。1. NVIDIA reportedly shipped 3.76 million data center GPUs in 2023, with a 98% market share in AI GPU shipments. 2. The company's revenue from AI GPU sales reached $36.2 billion, three times the revenue of 2022. 3. TechInsights analyst James Sanders discussed the impact of Google's TPUs and other AI processors on the market, noting that while Google has become a significant player, cloud platforms will continue to have demand for chips from Intel, AMD, and NVIDIA.
06/05/2024, 02:00 PM UTC
AI地下室裡的所有噪音What’s all the Noise in the AI Basement?
1、Nvidia是AI_processing_market的領導者，擁有高度的邊際利潤。 2、AI革命正在改變半導體供應鏈，新玩家出現，競爭加劇。 3、TSMC是半導體製造的龍頭，Nvidia和Apple是TSMC的主要客戶。
06/04/2024, 02:00 AM UTC
英特尔 Computex 2024 主题演讲实时博客The Intel Computex 2024 Keynote Live Blog (8:00pm PT/03:00 UTC)
1、英特尔CEO帕特·盖尔辛格今日晚些时候将在Computex 2024上发表主题演讲，主题为“AI无处不在地”。 2、演讲中将涵盖AI PCs、Xeon 6处理器、Gaudi AI加速器和Intel的OpenVINO软件生态系统等四个主要主题。 3、英特尔还将推出新的移动PC SoC，称为Lunar Lake，具有显着的能源效率提高和新的架构。
06/03/2024, 03:02 AM UTC
AMD 计划在 2024 年第四季度推出大容量 память Instinct MI325X 加速器AMD Plans Massive Memory Instinct MI325X for Q4'24, Lays Out Accelerator Roadmap to 2026
1、AMD 宣布推出新的 Instinct 加速器 MI325X，具有高达 288GB 的 HBM3E MEMORY。 2、MI325X 将于 2024 年第四季度推出，具有快速的内存带宽和高计算性能。 3、AMD 還公布了其 CDNA 架构产品路线图，计划在 2025 年推出 CDNA 4 架构和 MI350 系列加速器，并在 2026 年推出 CDNA 'Next' 架构和 MI400 系列加速器。
06/01/2024, 12:00 AM UTC
Computex 2024 Keynote Preview: The Great PC Powers Aligned
1、 COMPUTEX 2024即将开始，所有PC行业巨头都将集聚台北。 2、 NVIDIA、AMD、Intel和Qualcomm等四大芯片厂商将在展会上发布新的产品和技术。 3、 预计将有多个新产品和技术发布，包括新的CPU、GPU和AI加速器等。
05/30/2024, 01:00 PM UTC
The Fallacy of Operator Fallback and the Future of Machine Learning Accelerators
1、传统异构架构无法满足机器学习模型的不断演进，导致硬件加速器的需求增加。 2、Quadric的Chimera GPNPU提供了一个统一、可编程的架构，解决了传统架构的限制。 3、Chimera GPNPU可以 实现高性能的机器学习推断和实时处理
05/28/2024, 05:00 PM UTC
提升可重构计算的SoC - EFLX® eFPGA和InferX™ DSP与AIElevating Your SoC for Reconfigurable Computing – EFLX® eFPGA and InferX™ DSP and AI
1、eFPGAflexibilityASIC 2、eFPGAIPAI 3、eFPGA
05/27/2024, 05:00 PM UTC
UCIe 和 chiplet 接口满足escalating 带宽需求的人工智能系统连接AI System Connectivity for UCIe and Chiplet Interfaces Demand Escalating Bandwidth Needs
1、AI 应用需要高速数据传输和低延迟的连接，以满足计算需求。 2、UCIe 和 chiplet 接口提供高带宽、低延迟、可扩展性和低能耗的解决方案。 3、Alphawave Semi 的 UCIe 解决方案提供了可靠的 Physical Layer-Electrical PHY 和 Die-to-Die Adapter，支持多种封装类型和协议标准。
05/24/2024, 03:00 PM UTC
英伟达的非凡成绩预览Ncredible Nvidia
1、英伟达的指导建议表明，这个季度将更加平稳。 2、英伟达的数据中心业务是其最重要的市场，占据了高达87%的市场份额。 3、英特尔面临着严峻的挑战，包括GPU业务的转型和系统业务的转型。
05/23/2024, 12:00 PM UTC
ASUS NUC14RVHv7 和 ASRock Industrial NUC BOX-155H 评测： Meteor Lake 带来加速人工智能到 UCFF PCASUS NUC14RVHv7 and ASRock Industrial NUC BOX-155H Review: Meteor Lake Brings Accelerated AI to UCFF PCs
1、Meteor Lake 系列处理器的推出标志着 Intel 进入消费市场，采用tile-based chiplet configuration 和 Foveros 封装。 2、本次评测对象为 ASUS NUC14RVHv7 和 ASRock Industrial NUC BOX-155H，以 Meteor Lake-H 6P + 8E + 2LPE 处理器为基础。 3、评测结果表明， Meteor Lake 对 UCFF 市场的影响力，提高了处理器性能和人工智能应用能力。
05/21/2024, 03:00 PM UTC
TSMC to Expand CoWoS Capacity by 60% Yearly Through 2026
1、TSMC将扩展CoWoS存储容量，Compound Annual Growth Rate（CAGR）为60%，以满足日益增长的需求。 2、到2026年，CoWoS存储容量将增加四倍。 3、TSMC还将扩展SoIC 3D堆叠技术的容量，Compound Annual Growth Rate（CAGR）为100%。
05/20/2024, 09:44 PM UTC
Asicland赢得AI芯片公司D.notitia为客户Asicland wins AI firm D.notitia as customer
1、台湾-semiconductor公司Asicland获得AI芯片公司D.notitia为客户。 2、D.notitia计划在Asicland设计的芯片上添加软件栈，并将AI解决方案供应给其他公司。 3、Asicland还与另一家韩国AI芯片公司签订了10亿韩元的合约。
05/20/2024, 07:58 PM UTC
Asicland获得AI公司D.notitia的订单Asicland wins AI firm D.notitia as customer
1、Asicland获得AI公司D.notitia的订单，价值9.7亿元韩元。 2、D.notitia将使用Asicland设计的SoC来运行其大型语言模型（LLM）。 3、Asicland还与另一个韩国AI公司签订了价值10亿元的订单。
05/09/2024, 05:00 PM UTC
网络研讨会：Samtec 和 Achronix 在数据中心扩展 AIWebinar: Samtec and Achronix Expand AI in the Data Center
The performance demands of data centers continues to grow, driven to large degree by the ubiquitous use of complex AI algorithms. On April 25, Embedded Computing Design held a very informative webinar on this topic. Two experts looked at the problem from the standpoint of processor architecture and communication strategies,… Read More The post Webinar: Samtec and Achronix Expand AI in the Data Center appeared first on SemiWiki.
