超大规模云服务商引入多样化的GPU、XPU和CPU芯片,导致AI服务器机架和板卡设计更加多元化。为满足不同客户需求,ODM厂商需要扩大设计团队规模,并增加组装与测试产能。这为ODM提供了接触新客户、拓展客户群的良机。随着AI服务器设计日趋定制化,早期介入与客户信任将成为赢得长期业务的关键。
It is interesting how much focus is being placed on data centers and the community. Recently, there were numerous report...
Really excited to interview @satyanadella tomorrow at @Microsoft Build, in a special live @NoPriorsPod. Questions?
the table. an update on opal electronics. http://op.al/table
Anthropic's last round was apparently a bloodbath behind the scenes. A GP at a prominent fund had dinner with Dario thre...
X用户Berry Xia发文为其AI智能体“小Berry”参加由Bloome官方举办的Agent模拟炒股大赛拉票。该比赛设有数千美金奖金。Berry Xia称其智能体“小Berry”已训练成熟,能力全面,表现优异。此次参赛有观众投票机制,他呼吁网友为其投票助力,并承诺若智能体获奖,将在X平台抽奖回馈支持者。
Ai2(Allen Institute for AI)研究员Nathan Lambert宣布离职。他在Ai2工作超过2.5年,期间主导或参与了OLMO和Tulu等开源模型项目,称其为职业生涯的巅峰。他表示将暂时休息,未来仍会继续深耕开源模型与开放科学领域。
投资人Mike Vernal认为,AI让软件编写成本趋近于零,传统“找楔子→扩展套件→变平台”的三段式创业剧本已过时。他指出,Cursor等公司能在两年内从0做到一亿ARR,时间窗口被极大压缩。因此,他主张在创业初期就直接瞄准核心市场(即“深水区”),展现不可理喻、不可阻挡的野心。他以Cursor种子轮时就声称要替代VS Code为例,认为这个目标如今看来甚至还不够大胆。
http://x.com/i/article/2061520512174768128
歸藏PPT Skill因更新主题耗时费力,引入赞助商模式。360安全龙虾成为金牌赞助商,负责同步更新主题,歸藏负责小适配。产品保持开源。用户可在360安全龙虾内的“专家-龙虾专家”入口使用该Skill,赞助商渠道通常也提供免费额度。该Skill可与图片生成、视频生成等能力配合使用。
Alphabet to raise $80B from share sales to fund AI spending splurge, Berkshire to invest $10B Very bullish news, as it s...
Both Qwen 3.7 Plus and Max are free for paid users of AI Gateway from now till 12PM PT June 4 in partnership with @Aliba...
2026年6月2日,字节跳动Seed团队研究员顾全全宣布离开。他在字节的三年间同时主导了AI药物发现与大语言模型两个核心方向。在AI药物发现领域,他主导构建了SeedFold(在多项benchmark上超越AlphaFold 3)、SeedProteo(性能优于AlphaProteo、RFdiffusion等)及DPLM系列蛋白质语言模型。在大语言模型方向,他于2025年初组建了优化与Scaling团队,搭建了可扩展的预训练技术栈,直接支撑了Seed 2.0及后续前沿模型的训练。
Today marks my last day at ByteDance Seed. Over the past 3 years, I had the opportunity to work across two of the most e...
Alphabet计划通过包括承销股票、可转换优先股、Berkshire的100亿美元私募配售以及一个400亿美元的市场发售计划在内的多种方式,募集高达800亿美元资金,主要用于AI基础设施投资。市场将此举视为强烈看涨信号,表明AI发展的关键瓶颈已从需求侧转向计算供给。Berkshire的投资被视为对“耐心资本”的背书,此事件也标志着行业投资逻辑正从追求软件式回报转向对铁路、电网和晶圆厂等瓶颈基础设施的重资产竞争。
为应对AI驱动的巨大需求,SK hynix计划在五年内将其晶圆产能翻倍,但仍预计供应紧张局面将持续至2030年。2026年第一季度,其在DRAM市场占比28.8%,在用于AI的HBM市场则以58%的份额领先。HBM因采用垂直堆叠封装以提供更高带宽,但受限于先进DRAM、封装和测试等物理因素,产能难以快速扩张。目前,SK hynix正与Nvidia、TSMC合作开发下一代HBM4基础芯片。
北京时间今晚 20:00 在图灵社区直播间有一场 Agent Skills 的公开课,分享我做 Skill 的实操经验和心得体会,以及聊聊我的新书《图解Skill: Al 提效实战指南》,有需要 Al 提效的朋友可以预约一下,咱们晚八点见。
Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission. Pen...
关联讨论 1 条IT之家(RSS)OpenAI frontier models and Codex are now generally available on AWS, giving enterprises a new way to build on Amazon Bed...
宝玉(@dotey)宣布将于北京时间当晚20:00在图灵社区直播间举办公开课,主题为 Agent Skills。他将分享自己制作 Skill 的实操经验和心得体会,并介绍新书《图解Skill: AI提效实战指南》。
Now generally available, @OpenAI GPT-5.5, GPT-5.4, and Codex on Amazon Bedrock. Deploy frontier AI models with automatic...
Google I/O showed where AI is headed. Our community spent the weekend building it. Builders gathered in San Francisco al...
AI is advancing quickly. Society's ability to manage its risks must advance just as fast. Today we're sharing our vision...
Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission. Pen...
🤳 Agentic OS for a Phone A voice-first mobile OS. Users talk, agents answer, and they can take action across the phone....
We're breaking ground on Stargate Michigan-a 1GW data center utilizing closed-loop cooling that uses water at the rate o...
关联讨论 1 条OpenAI:官网动态(RSS · 排除企业/客户案例)Come join our livestream tomorrow where we'll preview some exciting updates to the Codex and the OpenAI platform. Tuesda...
We have been working closely with @nvidia to ensure Hermes Agent works smoothly on their new @NVIDIARTXSpark superchip a...
Today's Newsletter on Superintelligence has just been sent! Today's main article is: "🧠 MiniMax M3 Opens Frontier Agent...