据报道，双方已合资成立Saimemory公司，通过总投资100亿日元(约合7000万美元)的项目，计划在2020 年代末实现商业化量产。该项目专注于研发具有创新布线结构的堆叠式DRAM芯片，与现行高带宽内存 (HBM)相比能显著降低功耗。 当前HBM市场由韩国SK海力士和三星电子(SSNLF.US)主导，但其生产技术面临良率低、成本高、能耗 大等痛点，导致日本企业难以获得稳定供应。软银高管在报道中强调："我们必须确保供应优先权"，凸 显该技术对公司AI数据中心战略布局的关键意义。 为应对日本数据中心市场日益严峻的能源挑战，软银(SFTBY.US)与英特尔(INTC.US)正联合开发新一代 人工智能(AI)内存芯片，其功耗较现有技术可降低50%。 项目投资由软银主导出资30亿日元，日本理化学研究所及新光电气工业正考虑参与合作。报道指出，该 合资企业将整合英特尔的技术专利，并吸收东京大学等日本学术机构的研究成果。 这一合作标志着日本半导体产业的复兴雄心。自1980年代失去70%以上的DRAM市场份额后，日本最后 一家DRAM制造商尔必达于2013年破产后被美光科技(MU.US)收购。软银计划将新型内存技术应用于A ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文编译自tomshardware 。 美国芯片巨头英特尔已与日本科技和投资巨头软银携手，合作开发一种堆叠式DRAM，以替代高 带宽存储器（HBM）。据《日经亚洲》报道，这两家行业巨头联合成立了一家名为 Saimemory 的 公司，致力于基于英特尔的技术与东京大学等日本高校的专利，共同打造原型芯片。该公司计划于 2027年完成原型开发并评估量产可行性，目标是在 2030年前实现商业化。 在1980年代，日本企业曾占据全球约70%的存储芯片市场份额，是当时的行业霸主。然而，随着 韩国和台湾地区厂商的崛起，日本多数存储芯片企业逐渐退出了市场。 不 过 ， Saimemory 并 非 第 一 家 探 索 3D 堆 叠 式 DRAM 的 企 业 。 三 星 早 在 去 年 就 宣 布 了 开 发 3D DRAM和堆叠式DRAM的计划；而NEO Semiconductor也正在推进其名为3D X-DRAM的产品研 发。不过，这些项目的重点在于提升单芯片容量，目标是实现每个内存模块高达512GB的容量。 相比之下，Saimemory的核心目标是降低功耗——这是当前数据中心 ...

Core Viewpoint - The article discusses the bankruptcy of Builder.ai, a prominent AI startup, highlighting the discrepancies between its claimed capabilities and actual operations, which involved significant human labor rather than AI technology [1][10]. Group 1: Company Background - Builder.ai was founded in 2016 by Sachin Dev Duggal, aiming to simplify software development through a low-code/no-code platform [4][6]. - The company gained significant attention and investment, achieving a valuation of $1.5 billion (approximately 10.8 billion RMB) and raising a total of $450 million [8][12]. Group 2: Investment Journey - Builder.ai's early funding included a $29.5 million Series A round led by SoftBank's DeepCore in 2018, marking one of the largest Series A rounds in Europe at the time [7]. - Subsequent funding rounds included a $100 million Series C round in 2022 and a $250 million Series D round in May 2023, with participation from major investors like Microsoft and Qatar Investment Authority [8][12]. Group 3: Unraveling the Truth - Reports indicated that Builder.ai's operations were largely dependent on human programmers rather than AI, contradicting its marketing claims [10][11]. - An audit revealed that Builder.ai had significantly overstated its revenue, claiming $220 million for 2024 when the actual figure was only $55 million, leading to a financial crisis [12][13]. Group 4: Consequences and Bankruptcy - Following the revelation of financial discrepancies, Builder.ai's founder was ousted, and the company attempted to secure additional funding, but it was too late [12][13]. - Ultimately, Builder.ai filed for bankruptcy, with debts exceeding $100 million owed to major companies like Amazon and Microsoft [13][14]. Group 5: Broader Implications - The article reflects on the broader implications for investors, particularly highlighting the risks associated with the "fear of missing out" (FOMO) in the AI investment landscape [17][18]. - It emphasizes the need for caution and due diligence in evaluating the true capabilities of tech startups, as not all high-profile companies can sustain their valuations or operational claims [18].

Core Viewpoint - The recent bankruptcy of AI unicorn Builder marks the largest collapse among global AI startups since the emergence of ChatGPT, highlighting significant risks in the AI investment landscape [1][8]. Group 1: Company Background - Builder was founded in 2016 by Sachin Dev Duggal, aiming to simplify software development through AI, claiming to make the process as easy as ordering pizza [4][5]. - The company raised significant funding, including $295 million in A round financing led by SoftBank in 2018, and reached a valuation of $1.5 billion (approximately 10.8 billion RMB) by 2023 [6][7]. Group 2: Business Model and Claims - Builder's platform was marketed as a low-code/no-code solution, allowing users without technical skills to create customized applications, claiming to reduce development time by up to 6 times and costs by up to 70% [5]. - The company introduced an AI product manager named Natasha, which was perceived as a pioneering AI tool in the industry [5]. Group 3: Financial Misrepresentation and Collapse - Investigations revealed that Builder's operations relied heavily on human programmers rather than AI, contradicting its marketing claims [11][10]. - The company faced a financial crisis, with audits uncovering that its reported revenue for 2024 was inflated by 300%, leading to a loss of investor confidence and eventual bankruptcy [12][13]. - Builder's actual revenue for 2023 was reported at $45 million, down from an inflated $180 million, and it owed over $100 million to major creditors like Amazon and Microsoft [13][12]. Group 4: Broader Implications for the Industry - The collapse of Builder serves as a cautionary tale for investors in the AI sector, emphasizing the need for due diligence and skepticism regarding inflated valuations and unproven business models [18][17]. - The ongoing trend of high-profile failures in the tech startup space, including other companies backed by SoftBank, raises questions about the sustainability of the current investment strategies in the AI domain [16][17].

据日经新闻：软银、英特尔(INTC.O)等公司将共同开发用于人工智能芯片的大容量存储器。 ...

Group 1: Overseas Technology Mapping - OpenAI plans to acquire AI hardware company io for $6.5 billion, aiming to launch a new AI device in 2026 that reduces screen dependency [3][8] - Google expanded its AI product ecosystem at the I/O conference, releasing the Gemini 2.5 Pro model and the Flash model, enhancing performance and speed [3][13] - Microsoft's Aurora model, a groundbreaking Earth system AI forecasting model, is 5000 times faster than traditional models and outperforms seven international meteorological centers in extreme weather prediction accuracy [3][18] - Anthropic launched the Claude 4 series, which includes the flagship Claude Opus 4 and the versatile Claude Sonnet 4, achieving significant performance improvements in coding and reasoning tasks [3][22] - The Middle East is accelerating AI infrastructure development, with Saudi Arabia's HUMAIN receiving 18,000 NVIDIA chips to build a 500MW data center, and the UAE collaborating with OpenAI to establish a 5GW desert data center [3][25] Group 2: Domestic Hot Topics - Xiaomi released its self-developed SoC chip, Xuanjie O1, utilizing second-generation 3nm process technology, with a total R&D investment of 102 billion yuan over five years [3][31] - MiniMax Speech 02 surpassed leading models like OpenAI in voice cloning capabilities, achieving first place in international evaluations [3][36] - Tencent Cloud launched the TCADP intelligent agent development platform, enhancing its large model capabilities and supporting rapid enterprise development [3][39] - China successfully launched the world's first space computing constellation, "Three-Body Computing Constellation," with 12 satellites, marking a new era for AI and computing in space [3][44] - The recent India-Pakistan conflict showcased Chinese military equipment, leading to increased interest from countries like Nigeria in purchasing Chinese defense systems [3][48] Group 3: Domestic Policy Focus - The implementation of the "Private Economy Promotion Law" aims to foster sustainable and high-quality development of the private economy in China [3] - The China Securities Regulatory Commission revised the "Major Asset Restructuring Management Measures for Listed Companies," enhancing market confidence and stimulating M&A activity [3] - Eight departments jointly issued measures to support financing for small and micro enterprises, proposing 23 initiatives to improve their financing conditions [3]

Core Insights - Oracle is set to purchase approximately 400,000 NVIDIA GB200 chips for $40 billion to support OpenAI's new data center in Abilene, Texas [1][3] - The Abilene data center is part of the "Gateway to the Stars" project, which involves a total investment of $500 billion from OpenAI, Oracle, SoftBank, and the Abu Dhabi sovereign wealth fund MGX [1][4] - The data center will provide 1.2 gigawatts of power, making it one of the largest data centers globally, comparable to Elon Musk's "Colossus" data center in Memphis, Tennessee [3][4] Investment and Financing - Crusoe and Blue Owl Capital have financed the Abilene project with $15 billion through debt and equity [3] - The "Gateway to the Stars" project aims to raise $1 trillion for data center construction, with commitments of $18 billion from OpenAI and SoftBank, and $7 billion from Oracle and MGX [4] - OpenAI plans to expand the "Gateway to the Stars" project internationally, with a new data center in the UAE capable of supporting 5 gigawatts of power [4] Strategic Implications - The Abilene data center represents a critical step for OpenAI to reduce its reliance on Microsoft for computational power, following the termination of their exclusive contract [3] - The project is expected to significantly contribute to the development of the AI industry in the United States [4]

文︱陆弃 近期，软银集团CEO孙正义提出了设立美日联合主权财富基金的构想，消息一经披露，便引起了广泛 关注。根据《金融时报》的报道，三位知情人士透露，孙正义的这一提议旨在通过大规模投资美国科技 与基础设施领域，推动美日两国经济的深度合作。消息指出，这一计划已被美国和日本两国的最高政治 层级讨论过，并有可能成为其他国家政府与美国深化投资合作的模范。 美日联合主权财富基金的设想，无论从规模、结构还是潜在影响来看，都充满了震撼效应。根据初步的 设想框架，美国财政部与日本财务省将共同拥有和运营该基金，双方各自持有重大股权，并计划将其对 外开放，吸引其他有限合伙投资者参与。更为引人注目的是，该基金的初始资本预计将达到3000亿美 元，未来还将通过高杠杆运作进行扩展，资金规模庞大，且投资目标明确，聚焦于科技与基础设施两大 关键领域。 这一提议的背后，孫正義和软银显然看中了美日两国的战略合作潜力，尤其是在全球科技竞争日益激烈 的背景下，如何通过金融手段推动两国在高技术领域的投资合作，成为了一个备受瞩目的话题。而这种 合作模式，若顺利推进，也有可能为其他国家和地区提供一种新的合作范式，重新定义全球资本流动与 跨国投资的模式。 ...

Group 1 - SoftBank's investment strategy has been criticized for causing significant damage to the companies it invests in and distorting industry behavior [1][55] - The venture capital industry is experiencing a herd mentality, where institutions and partners are afraid to make unique decisions, leading to decreased industry returns and cyclical volatility [7][56] - The current investment environment in artificial intelligence is seen as a potential super cycle, but there are concerns about how to participate effectively without investing in highly capital-intensive projects [8][9] Group 2 - Early success in an investment career can build credibility but may also lead to skipping important learning experiences [5] - The importance of maintaining discipline in investment strategies is highlighted, as fear and greed often influence decision-making [7] - The relationship between founders and investors is crucial, with successful founders often benefiting from close collaboration with their investors [13] Group 3 - The traditional venture capital model can coexist with large investment institutions, but smaller firms must navigate the challenges posed by large funds like SoftBank [10] - The investment landscape is shifting, with a need for smaller firms to leverage their strengths in early-stage investments while managing relationships with larger funds [10][56] - The importance of having a clear value proposition and understanding the target market is emphasized when evaluating new investment opportunities [22][23] Group 4 - The experience of investing in companies like Snowflake illustrates the risks of underestimating the speed of changes in the venture capital market [26][27] - The need for a balance between price sensitivity and investment confidence is crucial, as overemphasis on price can lead to missed opportunities [34] - The venture capital industry is cyclical, and while there may be periods of lower returns, historical trends suggest that the industry will eventually normalize [46][47]

《科创板日报》26日讯，软银集团董事长兼CEO孙正义日前密访鸿海等供应链，传出洽谈采购细节，或 为"星际之门计划"采购AI服务器。 (台湾经济日报) 孙正义密访鸿海 有望大量下单AI服务器 ...