等待開盤 03-26 09:00:00
-0.500
-1.24%
①谷歌研究人员展示TurboQuant压缩算法,可在无额外训练的情况下KV缓存压缩至3bit、实现约6倍内存节省,市场迅速交易“AI内存需求下修”预期; ②分析人士指出若该技术广泛落地,或动摇HBM/NAND需求增长斜率并触发容量规格重估,但其适用范围与最终落地仍存巨大不确定性。
今天 00:28
Google (GOOG)(GOOGL) revealed a set of new algorithms today designed to reduce the amount of memory needed to run large language models and vector search engines. Shares of major memory and storage su...
03-25 22:10
贵金属概念股普涨,哈莫尼黄金、泛美白银涨约5%;大型科技股走高,AMD涨近6%,英特尔涨近5%;ARM大涨近16%,正式发布首款自研CPU;TERN涨超5%,获默沙东67亿美元收购>>
03-25 21:42
特朗普再放豪言!正与伊朗谈判,并收到伊方“大礼”;特斯拉机器人再迎新进展!马斯克称有望明年实现量产;拼多多盘前涨超4%,Q4营收1239亿元略超预期>>
03-25 20:25
Alphabet (GOOGL) is expanding its Quantum AI program to include neutral atoms. Discover how this dual-track hardware approach and a new Boulder-based leadership team are fueling a 1.1% stock jump.
03-25 19:39
多年来依赖授权与版税的Arm,如今推出自研芯片,直接与亚马逊、微软等客户形成竞争关系。在AI算力需求激增背景下,这一战略转型被分析师称为公司历史上最重大变化。
03-25 19:27
OpenAI选择停止Sora,同时推进产品整合战略,释放出资源向核心能力集中的信号。分析师认为,这意味着AI尚难在复杂垂直领域复制成熟互联网模式。
03-25 19:22
OpenAI is appointing Kiran Mani, the CEO of Indian streaming platform JioStar, in a newly created role to lead its Asia-Pacific operations, Bloomberg News reported. Mani will be appointed to the role ...
03-25 18:21
①美伊战争可能导致中东国家对AI投资的动摇,以及数据中心运营成本的上涨; ②AI热潮包含基础设施和软件业务两个要素,初创企业如OpenAI和Anthropic受影响较小,而超大规模数据中心运营商如亚马逊、谷歌等面临更大风险。
03-25 15:45