Nvidia shares tick up as investors await the chip maker's fourth-quarter earnings, which likely will reveal how artificial-intelligence demand is holding up. ...

直接把大模型装在芯片面上。。。 这样什么内存带宽限制之类都不存在了。。。 而且性能非常夸张： 在这块专用芯片上跑Llama 3.1，速度能达到17000 token/秒。。。 英伟达最强的H200大概230 token/秒。。。 英伟达超级大芯片B200也就2000 token/秒。。。 来源：贩财局 这个春节，有个叫Taalas的芯片新公司横空出世，它干了一件让英伟达震惊的事情： 这个差距不是一点半点，是直接降维打击。。 想体验可以到这里：chatjimmy.ai 我试了一下，感受到快、非常快、恐怖的快。。。不亚于第一次使用ChatGPT的震撼 按照现在发展速度，很快实现22,000 tokens/s，意味着AI的反应速度已经超过了人类神经的传导速度。 我总结它的优点： 每次升级都得换硬件。。。。 打个比方，传统GPU像是任天堂Switch游戏机，卡槽一插，想玩《塞尔达》玩《塞尔达》，想玩《马里 奥》玩《马里奥》，换游戏只需要换卡带。 Taalas相当于直接把《塞尔达》这部游戏烧死在主板上。想玩《马里奥》？没法下载，也没法插卡，只 能把整台机器扔掉，买一台出厂就烧好《马里奥》的新机器。 不管怎么样，Taal ...

Meta Platforms' big capex increase bodes well for this Nvidia cloud partner.Meta Platforms (META +1.69%) has been pushing the envelope in the field of artificial intelligence (AI), integrating the technology across its advertising and social media offerings, apart from offering consumer-facing AI tools such as chatbots for businesses.However, the company's AI push comes at a sizable cost. Meta is on track to incur $115 billion to $135 billion in capital expenses this year, an increase of almost 74% over las ...

格隆汇2月23日｜台积电、阿斯麦跌超1%，美光科技跌近1%，英伟达微跌。 ...

High-profile billionaire money managers are selling shares of artificial intelligence (AI) titan Nvidia -- and profit-taking may not tell the whole story.You might not realize it, but one of the most important data releases of the entire quarter took place last week. Feb. 17 marked the filing deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC).A 13F provides a concise snapshot of the stocks Wall Street' ...

专题：聚焦美股2025年第四季度财报 作者：马丁・皮尔斯 通常，英伟达的财报会是本周最受期待的，但这次情况可能不同。市场对 AI 将 "摧毁" 软件行业的担 忧，已导致今年以来软件股暴跌20% 至 30%（网络安全股上周五也遭遇重挫）。毫无疑问，这些恐慌 有些过度。毕竟，成熟企业在现有客户关系上拥有巨大优势，客户很难轻易弃用。正如 Lead Edge Capital 合伙人埃文・斯科彭上周五接受《The Information》TITV 采访时所说："如果你问大企 业：'嘿，你们能用更便宜的替代品替换掉 Workday 吗？'他们根本没兴趣。" 他指出，软件在大企业运 营支出中占比极小，大企业 "绝不会去尝试那些花里胡哨的解决方案"。 此外，老牌软件公司大多已将新的 AI 工具融入自身产品。坦白说，企业全面采用这些工具至少还需要 几年时间，因此当前的季度财报只能让我们管中窥豹，其影响程度也各不相同。 在关注本周即将到来的大事之前，我们先来聊聊一家将 "魔幻思维" 发挥到极致的公司 ——OpenAI。我 们在上周五晚间报道了该公司最新的长期营收与利润预测。报告中最关键的信息是：2025 年，OpenAI 的 A ...

Thursday could mark a reckoning for investors -- in more ways than one.During the past three years, the stock market has been on an absolute tear. The broad-based S&P 500 has gained 73%, while the tech-heavy Nasdaq Composite is up 99% (as of this writing). That's well ahead of the average stock return of 10% annually. Most experts agree that artificial intelligence (AI) has played a pivotal role in the market's ascent. In recent months, many software-as-a-service (SaaS) stocks have been in freefall. Recentl ...

With options expiration now behind us, markets could face their own storm. Roughly $15 billion in T-bill settlements are due on February 24, followed by another $22 billion on February 26. In addition, coupon settlements of $37 billion on February 27 and $59 billion on March 2 are scheduled. That totals approximately $130 billion that could be absorbed by the Treasury over the next week. Net Settlement On top of that, cross-currency basis spreads have moved modestly this past week. I tend to view the JPY 5- ...

Group 1 - The article provides a market analysis focusing on major indices such as Nasdaq 100, S&P 500, and Dow Jones Industrial Average, highlighting their performance trends and implications for investors [1] - NVIDIA Corporation is specifically mentioned as a key player in the market, indicating its significant impact on the technology sector and overall market dynamics [1] Group 2 - The analysis includes detailed performance metrics of the Nasdaq 100, S&P 500, and Dow Jones Industrial Average, showcasing their respective gains or losses over recent periods [1] - Insights into the broader market trends are provided, emphasizing the correlation between these indices and investor sentiment [1]

全球市值最高的芯片巨头英伟达正重返消费级PC市场，推出面向笔记本电脑的新型芯片产品，旨在将 其在人工智能领域的技术优势延伸至日常消费设备，深度融入下一代PC生态体系。 戴尔、联想等主要PC制造商今年将推出搭载英伟达芯片的笔记本电脑产品。据华尔街日报报道，首批 采用英伟达-联发科系统级芯片的PC可能在今年上半年面市。英伟达还与英特尔展开合作，后者控制着 约70%的Windows PC芯片市场。 这一战略布局并非着眼于短期利润。分析师指出，英伟达希望在所有设备都将配备AI功能的时代保持 与消费者的连接。 新芯片旨在让PC更轻薄同时保持长续航，使运行微软Windows操作系统的硬件能更直接地与苹果最新 MacBook机型竞争。英伟达首席执行官黄仁勋指出，每年约有1.5亿台笔记本电脑售出，这解释了该领 域值得关注的原因。 英伟达此前在系统级芯片业务上并非新手。其处理器曾为任天堂Switch游戏机和早期版本的微软Surface 平板电脑等设备提供动力。但近年来，英伟达专注于用于视频游戏和AI的图形处理单元，增长主要由 训练和使用AI模型的GPU销售驱动。 黄仁勋去年9月表示："有整整一个市场细分领域的CPU和GPU是整 ...