Chubby♨️@kimmonismus · XAI 摘要
苹果正游说特朗普政府，希望获准从被列入五角大楼黑名单的中国芯片制造商长鑫存储（CXMT）采购DRAM。内存价格上涨已迫使苹果提高MacBook和iPad售价，导致市值蒸发2630亿美元。苹果称内存价格已“不可持续”，目前其DRAM供应商为美光、三星和SK海力士。与此同时，受Anthropic、OpenAI与美国政府纠纷影响，AI业界正转向使用中国开源模型。下一步市场关注华为是否会向西方提供GPU用于模型训练。
Apple wants to buy RAM from China.
Everyone now wants to use open-source models from China because of all the drama surrounding Anthropic， OpenAI， and the U.S. government.
What comes next： asking whether Huawei will now also sell GPUs to the West for training new models？
What a crazy time.
Apple is reportedly lobbying the Trump administration to let it buy memory chips from CXMT, a Chinese chipmaker on the Pentagon's Chinese Military Company black...