Feng Huang Wang
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为什么说超算互联网核心节点,是中国AI反超的关键一步?
Feng Huang Wang· 2026-02-06 14:43
Core Insights - The strategic significance of the national supercomputing internet core node transcends a single computing center, redefining the accessibility and infrastructure of computing power [1] - The demand for AI large models is experiencing explosive growth, but the shortage of computing resources is a critical bottleneck for industrial upgrades [1][2] - The national supercomputing internet platform aims to activate computing power value and improve resource allocation efficiency, marking a significant milestone with the core node's trial operation on February 5, 2026 [1][2] Development Timeline - The "14th Five-Year Plan" proposed the strategic goal of building a national integrated computing network, elevating computing power to the status of essential infrastructure [2] - The deployment of the national supercomputing internet began in February 2023, with significant milestones including the establishment of a national supercomputing internet consortium and the construction of core nodes [2][3] - The core node construction project commenced in October 2023, with the platform expected to connect over 30 supercomputing centers across 14 provinces [2][3] Resource Pool and Management - The national supercomputing internet has formed a heterogeneous computing resource pool with over 150,000 accelerator cards and 2 million computing cores [3] - The platform aims to unify the management of these dispersed computing resources, creating an E-level (exaflop) heterogeneous computing resource pool that continues to expand [3] AI Application and Ecosystem - The supercomputing internet serves as a core connector in the industrial landscape, facilitating the last-mile connection between computing supply and demand [4] - The platform has already served over 1 million users, processing a peak of 1.03 million jobs in a single day, significantly lowering computing costs and usage barriers [4] - The AI community within the platform provides one-stop services for developers and enterprises, enabling intelligent scheduling of computing resources [4] Regional Development and Talent Cultivation - The core node in Zhengzhou is positioned to become a hub for computing power scheduling, effectively linking green computing resources in the west with demand from the east [5] - Plans include the construction of a 160,000 square meter research space and the training of over 3,000 advanced computing talents [5] Accessibility and Efficiency - The supercomputing internet aims to make computing power as accessible as water and electricity, addressing the "last mile" issue of computing applications [6] - The platform's integrated delivery model allows users to access powerful computing capabilities easily, supporting simultaneous use by millions of users [6] Open Ecosystem and Research Support - The platform has over 32,000 developers in its AI community, with major firms contributing open-source models and datasets [7] - Significant advancements in scientific computing have been achieved, with AI models dramatically improving efficiency in various fields, including meteorology and materials research [7] Future Outlook - The construction of the supercomputing internet ensures autonomous control over computing supply in critical areas, forming a complete internal circulation system for computing power [8] - As the national strategy progresses, the construction of the integrated computing network is expected to accelerate, balancing autonomy with open collaboration [8]
初瑞雪接棒半年,辛选开启一场“升维实验”
Feng Huang Wang· 2026-02-06 14:32
摘要: 当直播电商告别"超级个人",一场关于组织、供应链与文化的深层变革正在发生。 辛选正在经历一场静默的"去个人化"实验。在直播带货领域,当公众目光还习惯性追随超级个体的光环 时,这家机构已悄然将战略重心,从押注单一个体的爆发力,转向构建一个不依赖任何巨星的稳健系 统。 凤凰网科技了解到,董事长初瑞雪上任半年来,在内部通过合伙制重塑生产关系,以供应链筑牢效率壁 垒,并用情景直播开辟价值新域,试图为直播电商的下半场,探索一条可持续的系统性成长路径。 把公司装进系统里 初瑞雪接任辛选董事长的这半年,像在下一盘复杂的棋。表面上看,棋子落处,成绩斐然:从四川助农 一场直播创下1.25亿元销售额、助销200万斤丑苹果,再到年货节吸引5000万人次涌入"线上集市"。数 据耀眼,但更关键的是,棋局背后的逻辑变了。 过去,辛选的名字几乎与个人光环紧密绑定;如今,公司正尝试将自己从"超级个人"的叙事中抽离出 来,装进一个更庞大、也更稳健的系统里。 这一系列变革,被行业视为直播电商从"青春期野蛮生长"向"成年期规范运营"转型的标志性尝试。其核 心不再是单一的流量引擎,而是三台精密咬合的齿轮:一个是重新定义主播与公司关系的合伙制 ...
美半导体行业协会:2026年全球半导体销售额将达1万亿美元
Feng Huang Wang· 2026-02-06 14:00
Group 1 - The global semiconductor sales are projected to reach $1 trillion in 2026, with a significant growth trajectory driven by investments in AI data centers by major tech companies [1][2] - By 2025, global semiconductor sales are expected to be $791.7 billion, reflecting a year-on-year growth of 25.6% [1] - The fastest-growing and largest category of chips is advanced computing chips produced by companies like Nvidia, AMD, and Intel, with sales expected to grow by 39.9% to $301.9 billion by 2025 [1] - The second-largest category is storage chips, which are projected to see a sales increase of 34.8%, reaching $223.1 billion, driven by supply shortages amid the AI boom [1] Group 2 - The Semiconductor Industry Association (SIA) emphasizes that the semiconductor industry will achieve record sales close to $800 billion in 2025, with emerging technologies like AI, IoT, 6G, and autonomous driving continuing to drive strong demand for chips [1] - Industry executives express optimism about the market outlook for 2026, indicating a robust growth trajectory for at least the next year [2]
英特尔、AMD告知中国客户:CPU供应短缺 交付期长达六个月
Feng Huang Wang· 2026-02-06 06:37
Core Viewpoint - Intel and AMD have notified Chinese customers about a shortage of server CPUs, with Intel warning that delivery times could extend up to six months [1][2]. Group 1: Supply Shortage - Intel's server CPU prices in China have increased by over 10% due to supply constraints, with specific prices varying based on customer contracts [1]. - AMD has also informed customers about supply limitations, with some product delivery times extended to 8 to 10 weeks [2]. - The shortage of CPUs is exacerbated by a significant backlog of unfulfilled orders for Intel's fourth and fifth generation Xeon CPUs, leading to a rationing system for shipments [1]. Group 2: Market Dynamics - The rapid growth in AI infrastructure investment has led to increased demand for AI-specific chips, impacting the supply chain and causing severe shortages in memory chips, which in turn drives up prices [1]. - Intel's market share has decreased from over 90% in 2019 to approximately 60% by 2025, while AMD's share has increased from about 5% to over 20% [3]. Group 3: Company Responses - Intel expects inventory levels to be at their lowest in the first quarter but is taking measures to improve supply conditions, anticipating gradual improvement from the second quarter through the end of 2026 [3]. - AMD has expressed confidence in its ability to meet global customer demand due to robust supplier agreements and its supply chain system, including partnerships with TSMC [3]. Group 4: Causes of Shortage - The CPU shortage is attributed to multiple factors, including Intel's ongoing manufacturing yield challenges and AMD's reliance on TSMC, which prioritizes AI chip production, limiting CPU capacity [4]. - The shortage of memory chips, a critical component for servers, has also intensified the CPU supply issues, as customers accelerated CPU purchases to secure lower memory prices [4].
“封杀”措施升级:千问口令无法在微信复制分享
Feng Huang Wang· 2026-02-06 06:23
Group 1 - The core activity of Qianwen APP during the Spring Festival includes a milk tea giveaway, which has led to a significant increase in user engagement and order volume [1] - Within less than 4 hours of the activity launch, over 2 million orders were placed through the Qianwen APP, indicating high demand and user interest [1] - Due to the overwhelming number of orders, several milk tea stores temporarily closed to manage the surge in demand, highlighting operational challenges [1] Group 2 - The Qianwen APP experienced technical issues, including lag and difficulties in completing orders and payments, prompting the company to allocate additional resources to ensure smoother operations [1] - Users were informed that the validity period for the free order cards extends until February 23, encouraging continued participation despite temporary service disruptions [1]
加密市场24小时58万人爆仓!“大空头”:恐重演2022年崩盘模式
Feng Huang Wang· 2026-02-06 05:53
在比特币引领加密货币市场跌跌不休之际,知名做空投资者、素有"大空头"之称的迈克尔·伯里 (Michael Burry)日前发出严厉警告,称比特币可能会重演2021-2022年的崩盘模式。这意味着比特币 价格可能会进一步跌至5万美元甚至更低。 伯里指出,比特币已暴露出其纯粹投机资产的本质,并未像贵金属一样成功建立"对抗货币贬值"的避险 地位。 他警告称,若比特币进一步下跌,可能迅速压迫主要持有者的资产负债表,触发更大规模的被迫卖出, 进而造成更广泛的价值摧毁。 伯里特别提到全球最大的比特币财库企业Strategy,他写道:"若比特币再跌10%,该公司将出现数十亿 美元的账面亏损,并可能在资本市场几乎无法再融资"。 他还警告,如果比特币价格进一步跌至5万美元,不仅会重创矿商,还会引发连锁反应,从而波及其它 市场。 伯里因在2008年金融危机前精准做空抵押贷款支持证券而声名鹊起,迈克尔·刘易斯(Michael Lewis) 的著作《大空头》和奥斯卡获奖影片《大空头》都记录了他的这一交易。 伯里5日在X平台发布了一张比特币价格走势对比图,仅配文 "比特币走势形态"。从图中标注的红色箭 头可以看出,比特币眼下从12.6 ...
车联网技术新突破:高德鹰眼实现分钟级气象感知,可超视距预判24类交通风险
Feng Huang Wang· 2026-02-06 05:47
凤凰网科技讯 2月6日,面对2026年春运期间全社会跨区域人员流动量或达95亿人次的巨大挑战,中国安全生产科学研究院今日正式联合高德启动"鹰眼护平 安·温暖回家路"春运保障专项。作为国家重点研发计划的核心技术成果,鹰眼守护预警系统宣布完成针对冰雪天气及事故救援闭环的重大功能升级,旨在通 过高精度的数字化手段应对自驾出行占比高达八成的春运交通压力。 针对今年春运复杂的气象特征,升级后的鹰眼系统引入了多源气象数据,首次实现对局部路段冰雪、团雾等异常天气的分钟级感知。系统算法可根据实时天 气动态调整预警阈值,特别针对货车等重型车辆在湿滑路面的刹车距离特征进行了专门优化,在临水临崖及长下坡等高危路段提供更为精准的减速提示。 此外,该系统在江苏高速率先试点了"鹰眼报警"功能,将安全保障从"事前预警"延伸至"事后救援"。当车辆发生异常停车时,系统可在6秒内自动完成智能 检测并触发报警,在驾驶员确认后,事故定位与人员信息将实时同步至交通、公安、消防组成的"一路三方"协同指挥平台。该机制不仅大幅缩短了救援响应 周期,系统还会同步向后方1至3公里范围内的来车推送避让预警,有效预防二次事故的发生。 该系统基于高德地图10亿级用户 ...
纽约时报:爱泼斯坦打入硅谷创业圈 声名狼藉仍有人想要他的钱
Feng Huang Wang· 2026-02-06 04:50
Core Insights - The article reveals the connections between Jeffrey Epstein, a convicted sex offender, and various Silicon Valley startups, highlighting how his investments, despite his notorious reputation, yielded significant returns for him [1][2][3] Group 1: Epstein's Investments in Startups - In 2014, Coinbase, then a two-year-old cryptocurrency exchange, sought funding from Epstein, who was preparing to invest $3 million [1][2] - Epstein's $3 million investment in Coinbase eventually generated millions in returns as the company grew into a leading cryptocurrency exchange [2] - Epstein also invested $5 million in the wearable tech startup Jawbone, which later faced operational failures, leading to legal threats against its founders [5][11] Group 2: Connections with Tech Leaders - Epstein maintained relationships with prominent tech figures, including Peter Thiel, Bill Gates, and Sergey Brin, even after his 2008 conviction [3][6] - Thiel provided investment advice to Epstein regarding his data analytics company Palantir and discussed potential investments in Spotify [6][7] - Epstein's network included connections to Bitcoin developers and cybersecurity entrepreneurs, indicating his influence in the tech investment landscape [11] Group 3: Investment Opportunities and Strategies - Epstein leveraged his connections at Deutsche Bank to explore investment opportunities, including a potential investment in SpaceX, which was valued at $22 billion at the time [8][9] - He sought to conceal his identity in investment dealings, suggesting the use of aliases to avoid negative perceptions associated with his name [11][12] - Epstein's financial advisor facilitated meetings with venture capital firms, further expanding his reach within the tech industry [9][10]
VITURE起诉XREAL侵犯电致变色专利,AR眼镜核心技术之争升级
Feng Huang Wang· 2026-02-06 03:54
凤凰网科技讯2月6日,据快科技消息,AR企业VITURE正式向北京知识产权法院提起诉讼,指控同行 企业XREAL侵犯其电致变色核心发明专利,要求XREAL立即停止相关侵权行为,并赔偿由此造成的经 济损失。 据悉,电致变色技术作为高端AR眼镜的核心标配功能,其核心在于实现镜片快速调光、护眼节能及场 景自适应,可有效提升AR眼镜的佩戴私密性与使用功能性。 此次VITURE起诉所涉专利,为其于2024年正式获批的核心发明专利,覆盖AR眼镜镜片电致变色的驱 动控制方法、响应速度优化及光路协同设计,已成功应用于VITURE旗下旗舰产品,实现0.1秒快速变色 效果。 VITURE此举是对XREAL在德国、美国专利诉讼的反击。 根据《中华人民共和国专利法》第十一条明确规定,发明和实用新型专利权被授予后,任何单位或者个 人未经专利权人许可,都不得实施其专利,即不得为生产经营目的制造、使用、许诺销售、销售、进口 其专利产品。这意味着,XREAL旗下所有搭载电致变色技术的全线产品,或将面临国内禁产、禁售, 以及海外无法出口。 ...
特斯拉Model S/X现车上新:84.29万远起,官方称“最后的机会”
Feng Huang Wang· 2026-02-06 03:40
Core Viewpoint - Tesla announces the last opportunity to purchase Model S/X vehicles as production lines will be upgraded for humanoid robot manufacturing by 2025 [1] Group 1: Product Information - Model S all-wheel drive version starts at 842,900 yuan, with a CLTC range of 715 kilometers and a 0-100 km/h acceleration time of 3.2 seconds, available in four colors [1] - Model X all-wheel drive version starts at 882,900 yuan, with a CLTC range of 700 kilometers and a 0-100 km/h acceleration time of 3.9 seconds, available in six colors [1] Group 2: Future Plans - Elon Musk has decided to upgrade the production lines of Model S/X to manufacture Tesla's humanoid robots, indicating a strategic shift in the company's focus [1]