關於放緩 AI 發展的討論並非新鮮事。確實,必須以負責任的方式進行開發。但這並不會真正阻礙任何人。噪音很多,回調是入場的好機會。
Anthropic、OpenAI 和 xAI 的首席執行官本週末呼籲放緩 AI 發展——特朗普在與英偉達的黃仁勳連線時將其斥為 “騙局”。芯片股暴跌,而網絡安全股飆升,因為 “...
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關於放緩 AI 發展的討論並非新鮮事。確實,必須以負責任的方式進行開發。但這並不會真正阻礙任何人。噪音很多,回調是入場的好機會。
Anthropic、OpenAI 和 xAI 的首席執行官本週末呼籲放緩 AI 發展——特朗普在與英偉達的黃仁勳連線時將其斥為 “騙局”。芯片股暴跌,而網絡安全股飆升,因為 “...
人工智能的進步速度前所未有,也無人能及。人們擔心我們會失去對這項技術的控制,並創造出可能對我們構成威脅的事物。這聽起來可能像好萊塢過去拍過的電影中的熟悉情節,但我認為這是一個非常合理的擔憂。我們的法律也不得不努力追趕。
Anthropic、OpenAI 和 xAI 的首席執行官本週末呼籲放緩 AI 發展——特朗普在與英偉達的黃仁勳連線時將其斥為 “騙局”。芯片股暴跌,而網絡安全股飆升,因為 “...
隨着中東爆發第二場戰爭,分析師預計今年將加息兩次,而非最初預期的一次。幾天後加息概率高達 90%,這可能會促使美聯儲自 2023 年以來首次上調利率。不過,如果特朗普對美聯儲施壓導致其在不可避免的行動到來之前再次推遲加息,我也不會感到驚訝。
Anthropic、OpenAI 和 xAI 的首席執行官本週末呼籲放緩 AI 發展——特朗普在與英偉達的黃仁勳連線時將其斥為 “騙局”。芯片股暴跌,而網絡安全股飆升,因為 “...
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Astera Labs(ALAB.US) Astera Labs Launches New Leo Memory Solutions for Agentic AI Infrastructure
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗔𝘀𝘁𝗲𝗿𝗮 𝗟𝗮𝗯𝘀 launches new 𝗟𝗲𝗼 𝗫-𝗦𝗲𝗿𝗶𝗲𝘀 and 𝗟𝗲𝗼 𝟮 memory controllers.➤ Leo X-Series targets 𝗞𝗩-𝗰𝗮𝗰𝗵𝗲-intensive, long-context agentic AI inference workloads.➤ Leo X-Series delivers up to 𝟲𝟮% faster time-to-first-token.➤ Platform delivers up to 𝟮𝟮% more tokens per second.➤ Leo 2 doubles 𝗺𝗲𝗺𝗼𝗿𝘆 𝗯𝗮𝗻𝗱𝘄𝗶𝗱𝘁𝗵 and capacity versus previous generation.➤ New controllers support 𝗗𝗗𝗥𝟰, 𝗗𝗗𝗥𝟱, 𝗣𝗖𝗜𝗲 𝟲 and 𝗖𝗫𝗟 𝟯.𝟮.➤ Leo 2 enables memory expansion, pooling, sharing, and 𝗗𝗗𝗥𝟰 reuse.➤ Astera reports growing design wins across 𝗔𝗜 𝗹𝗮𝗯𝘀, hyperscalers, and neoclouds.➤ New Leo products are 𝘀𝗮𝗺𝗽𝗹𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆 with hyperscaler customers.➤ Development involved 𝗔𝗠𝗗, 𝗔𝗿𝗺, 𝗜𝗻𝘁𝗲𝗹 and major memory suppliers.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Agentic AI is rapidly increasing demand for 𝗺𝗲𝗺𝗼𝗿𝘆 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆 and bandwidth.➤ Faster KV-cache access can improve 𝗔𝗜 𝗶𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 economics and responsiveness.➤ Memory pooling and reuse could reduce expensive 𝗗𝗥𝗔𝗠 over-provisioning.➤ Growing design wins could expand Astera's exposure to 𝗿𝗮𝗰𝗸-𝘀𝗰𝗮𝗹𝗲 𝗔𝗜 infrastructure.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗠𝗮𝘁𝘁 𝗞𝗶𝗺𝗯𝗮𝗹𝗹, Vice President and Principal Analyst at Moor Insights & Strategy:“Agentic AI adoption is outpacing the industry's ability to provision memory for it, and that gap is widening every quarter," said Matt Kimball, vice president and principal analyst at Moor Insights & Strategy. "That growth is landing at the worst possible time for memory supply, with DDR5 tight and pricing climbing, so every gigabyte already deployed has to work harder. The new Leo X-Series and Leo 2 E and P-Series Smart Memory Controllers immediately address KV-cache-intensive AI workloads, improve memory utilization, and reliably reuse previously deployed memory across both AI and general-purpose cloud infrastructure, instead of simply buying more of it."𝗧𝗵𝗮𝗱 𝗢𝗺𝘂𝗿𝗮, Senior Vice President, Compute Connectivity Group at Astera Labs:“Agentic AI is where the economics of AI infrastructure are being decided, and those economics depend on putting every usable gigabyte of memory to work,” said Thad Omura, senior vice president, Compute Connectivity Group at Astera Labs. “The enhanced Leo family gives infrastructure providers purpose-built ways to connect memory to accelerators, CPUs, and hosts across the rack—turning previously deployed and stranded capacity into a resource that new AI and cloud workloads can use. We're seeing that translate into broader customer engagement across AI labs, hyperscalers, and neoclouds.”𝗥𝗼𝗯𝗲𝗿𝘁 𝗛𝗼𝗿𝗺𝘂𝘁𝗵, Corporate Vice President, Architecture and Strategy at AMD:“Agentic AI is increasing demand for balanced systems that can move and process more data without sacrificing efficiency. AMD EPYC processors deliver leadership performance, exceptional memory bandwidth and capacity, and high-speed I/O across the broadly deployed x86 platform. Our collaboration with Astera Labs around CXL extends that foundation, giving customers greater flexibility to scale memory-intensive AI and cloud workloads and improve infrastructure utilization.”𝗘𝗱𝗱𝗶𝗲 𝗥𝗮𝗺𝗶𝗿𝗲𝘇, Vice President of Go-To-Market, Cloud AI, Arm:“As AI infrastructure evolves, agentic AI, reinforcement learning and database workloads are driving demand for higher-capacity memory. Arm and Astera Labs are working together to pair Arm AGI CPU with Leo CXL Smart Memory Controllers, helping customers meet these growing requirements while maintaining scalable performance.”𝗦𝗿𝗶𝗻𝗶 𝗞𝗿𝗶𝘀𝗵𝗻𝗮, Fellow at Intel Data Center Group:"CXL was created to bring greater flexibility and efficiency to memory across the data center. Technologies like Astera Labs' Leo Smart Memory Controllers help turn that vision into reality, demonstrating how ecosystem innovation can help customers get more out of their AI infrastructure and support the next generation of data-intensive workloads."𝗝𝗮𝗻𝗴𝘀𝗲𝗼𝗸 𝗖𝗵𝗼𝗶, Vice President of Product Planning Team at Samsung Electronics:"We are contributing to the evolution of AI infrastructure through the development of CXL memory solutions designed to help address the growing memory demands of modern data centers. We are excited to collaborate with Astera Labs to help ensure our DRAM solution offer strong interoperability within the evolving CXL ecosystem, and remain committed to supporting a scalable, high-performance memory architecture for the AI era."我認為今天的交易時段將是暴風雨前的寧靜,因為大多數股票昨天已經進入了 “一片綠” 的狀態。美聯儲週四凌晨的利率決定至關重要:雖然我相信大多數股價已經開始計入加息預期,但如果真的發生,要做好應對更多衝擊的準備。
Anthropic、OpenAI 和 xAI 的首席執行官本週末呼籲放緩 AI 發展——特朗普在與英偉達的黃仁勳連線時將其斥為 “騙局”。芯片股暴跌,而網絡安全股飆升,因為 “...
許多因素表明,如果市場加息併發生三重到期,市場很可能進一步下跌。然而,下週大盤是會先跌後反彈,還是因為處於負伽馬翻轉線之下而導致拋售壓力加劇?不要急於行動,不要預測。如果市場節奏讓你感到匆忙(包括我自己),不妨冷靜旁觀。
Anthropic、OpenAI 和 xAI 的首席執行官本週末呼籲放緩 AI 發展——特朗普在與英偉達的黃仁勳連線時將其斥為 “騙局”。芯片股暴跌,而網絡安全股飆升,因為 “...
週三,明晚美聯儲會加息嗎?美股市場也預期會加息嗎?
Anthropic、OpenAI 和 xAI 的首席執行官本週末呼籲放緩 AI 發展——特朗普在與英偉達的黃仁勳連線時將其斥為 “騙局”。芯片股暴跌,而網絡安全股飆升,因為 “...

對外銷售的商用 GPU 市場目前主要是$英偉達(NVDA.US) 和 $AMD(AMD.US) 兩家。MI300 時代 AMD 因為缺少系統級方案(所謂系統,核心就是互連方案)幾乎沒有吃到 AI 算力的紅利。但是現在 Helios 來了,那麼:1)AMD 是否真正具備了與英偉達同台掰手腕的能力?2)在互連方案的競爭與迭代中,到底有哪些產業鏈邏輯變化,誰受益誰吃虧?我們將從互連的角度來研究這一問題...
現在英偉達股價下跌,但 CrowdStrike 和蘋果上漲。
SK 海力士、美光科技和康寧美股。本地《海峽時報》指數及銀行股、恒生指數以及 Z.AI 港股下跌。
希望它們能改善。
Anthropic、OpenAI 和 xAI 的首席執行官本週末呼籲放緩 AI 發展——特朗普在與英偉達的黃仁勳連線時將其斥為 “騙局”。芯片股暴跌,而網絡安全股飆升,因為 “...
本週將迎來 FOMC 和 BOJ 會議的重頭戲
如果你覺得今年早些時候的市場動盪已經很劇烈,那麼這次超級央行周可能會引發更猛烈的拋售。
跨境日元借貸——套利交易的終極引擎——已膨脹至驚人的 360 萬億日元(或 2.35 萬億美元)。全球宏觀交易員利用這筆極其廉價的債務,為全球風險更高、收益更高的資產提供資金,尤其是科技巨頭。
市場普遍預計日本銀行將於週五激進地將政策利率上調至 1.25%。這標誌着半個世紀以來最快的緊縮序列。日本近乎免費資金的時代已經結束。
繫好安全帶。本週的旅程將會顛簸不平。
Anthropic、OpenAI 和 xAI 的首席執行官本週末呼籲放緩 AI 發展——特朗普在與英偉達的黃仁勳連線時將其斥為 “騙局”。芯片股暴跌,而網絡安全股飆升,因為 “...