如果您希望可以时常见面，欢迎标星收藏哦~ 由 于 内 存 厂 商 集 中 精 力 生 产 HBM ， 导 致 通 用 内 存 短 缺 ， 这 也 增 强 了 内 存 企 业 的 议 价 能 力 。 据 DRAMeXchange数据显示，消费级DRAM价格从去年1月的1.35美元飙升至今年1月的11.5美元， 涨幅高达750%。同期，NAND闪存价格也从2.18美元上涨至9.46美元。英伟达CEO黄仁勋上月31 日与台湾供应链高管共进晚餐后表示："今年我们需要大量的内存。如此高的需求将给整个供应链 带来挑战。" 存储半导体市场格局的转变也体现在三星电子和SK海力士的业绩展望中。全球投资银行摩根士丹 利预测，三星电子今年的营业利润将达到245万亿韩元，SK海力士将达到179万亿韩元。与去年的 43.6万亿韩元和47.2万亿韩元相比，分别增长了四到五倍。摩根士丹利指出："到2026年，两家公 司都将面临前所未有的供应限制，今年的存储器供应已全部售罄。与以往相比，资本效率更高，并 已建立起高利润率的结构。"韩国科学技术院（KAIST）教授金正浩表示："随着存储半导体产品 逐渐走向定制化，拥有卓越设计和生产能力的韩国本 ...

（文章来源：每日经济新闻） 每经AI快讯，2月3日，英伟达持仓股美股盘前走强，CoreWeave涨2.6%，Nebius涨2.8%，Applied Digital 涨2.9%。 ...

Although Broadcom and Advanced Micro Devices are formidable threats to the world's largest publicly traded company, its top concern comes from within.Approximately three decades ago, the advent and proliferation of the internet completely changed the growth trajectory for corporate America. The internet was a technological advancement that opened new sales and marketing channels, as well as paved the way for the retail investor revolution.Investors have been waiting decades for the next technological leap f ...

Core Insights - The artificial intelligence narrative is becoming more intense due to concerns raised by OpenAI regarding the quality of Nvidia's microchips [1] Group 1: Company Concerns - OpenAI has expressed worries about the performance and reliability of Nvidia's microchips, which are critical for AI applications [1] - This concern follows a public appearance by Nvidia's CEO Jensen Huang, indicating potential issues in the supply chain or product quality [1]

Core Insights - Nvidia and OpenAI are attempting to navigate a complex relationship, with recent reports of a breach being viewed with skepticism [1] Company and Industry Summary - Nvidia is actively working to maintain a balanced partnership with OpenAI amidst challenges [1] - The relationship dynamics between Nvidia and OpenAI are under scrutiny, particularly in light of potential security concerns [1]

Core Viewpoint - Spain's competition authority has imposed fines totaling 20.5 million euros ($24.2 million) on three companies within the Repsol group for engaging in what is described as an abusive margin-squeeze strategy [1] Group 1: Regulatory Actions - The fines are a result of the companies' practices that the competition watchdog deemed harmful to market competition [1] - The total amount of fines levied is significant, indicating the authority's strict stance on anti-competitive behavior [1] Group 2: Impact on Repsol Group - The financial penalty may impact the Repsol group's operational costs and overall profitability [1] - This regulatory action could lead to increased scrutiny of the Repsol group's pricing strategies in the future [1]

Shares of Samsung Electronics and SK Hynix surged Tuesday as investors took the prior session's selloff as an opportunity to pile back in to the chip-making giants. ...

 VANCOUVER, BC - TheNewswire - January 3, 2026 – Rush Gold Corp. (the “Company” or “Rush”) (CSE: RGN; FSE: B6H; OTCQB: RGNCF) is pleased to announce that its common shares have commenced trading on the OTCQB® Venture Market in the United States under the symbol “RGNCF”. Rush’s common shares will continue to trade on the Canadian Securities Exchange under the symbol “RGN”. The Company has also secured eligibility for its common shares to settle electronically via the Depository Trust Company (“DTC”), enabli ...

2月3日消息，OpenAI 首席执行官萨姆・奥尔特曼（Sam Altman）今日在 X 平台（前身为推特）发文 称："我们喜欢与英伟达合作，他们生产世界上最好的人工智能芯片。我们希望长期成为他们的大客 户。我实在搞不懂这些毫无根据的疯狂传言是从哪里来的。" 奥尔特曼此番表态前，路透社曾报道称这家由微软投资支持的 ChatGPT 开发商，正在寻求英伟达人工 智能芯片的替代方案；另有《华尔街日报》消息称，英伟达计划向 OpenAI 投资 1000 亿美元的方案已 陷入停滞。 去年 9 月，英伟达表示计划向 OpenAI 注资高达 1000 亿美元，作为交易的一部分，这家芯片制造商将 获得这家初创公司的股份，而 OpenAI 则将获得购买先进芯片所需的资金。路透社报道，这笔交易原本 预计在几周内完成。但实际上，谈判已经拖延了数月。在此期间，OpenAI 与 AMD 达成了多项协议。 上周六，英伟达首席执行官黄仁勋对有关其与 OpenAI 关系紧张的报道予以驳斥，称这种说法是"无稽 之谈"，并表示英伟达计划对 OpenAI 进行大规模投资。 ...

OpenAI新一轮融资规模已成为决定AI板块交易逻辑的关键变量。最新传言称融资额或高达1700亿美元，但英伟达已澄清 出资规模不及预期，直接冲击供应商甲骨文3000亿美元合同履约。为填补缺口，OpenAI正寻求巨头支持：软银洽谈追加 投资最高300亿美元，亚马逊也在接触参与本轮融资。 硬·AI 作者 | 董 静 编辑 | 硬 AI 分析指出， 如今，随着核心投资方出资意愿的调整，投资者开始质疑OpenAI是否有能力支付这笔天文数 字般的费用，以及甲骨文将其全额计入账目的会计处理是否审慎。 报道指出，目前，甲骨文正面临两难境地： 一方面需通过发行股票筹集资金以捍卫其投资级信用评级，另 一方面则需应对股价自去年9月高点腰斩后的股东稀释担忧。 01 融资规模存在巨大不确定性 OpenAI本轮融资的最终规模，是决定AI产业链资金流向的"胜负手"。 2月2日，社交平台X上流传出的最新市场传闻称，OpenAI下一轮融资额可能高达1500亿至1700亿美元， 这一乐观预期被视为整个AI综合体（AI complex）能否继续飙升的燃料。 OpenAI能否顺利完成新一轮巨额融资，已不仅是其自身的生存问题，更成为了决定整个AI板 ...