AI推理芯片需求升温，正重塑三星晶圆代工的订单格局。 3月10日，据朝鲜日报援引知情人士，AI芯片初创公司Groq已要求三星电子将其AI芯片产量从约9000片 晶圆提升至1.5万片，增幅约70%。 据报道，Groq于去年12月以约200亿美元被英伟达"间接收购"。英伟达未直接接管管理控制权，而是表 示将通过非独家技术许可协议展开合作。业界普遍认为，此举意在将英伟达生态系统延伸至推理领域， 以补充其在AI训练芯片市场的主导地位。 值得关注的是，英伟达预计将在GTC 2026上发布一款基于Groq设计、专为推理优化的芯片。报道援引 消息人士，该芯片可能采用SRAM而非传统AI芯片普遍使用的HBM，这一架构选择有望显著降低推理 延迟与功耗。 与此同时，据韩国科技媒体The Elec消息，特斯拉推迟多项目晶圆生产计划，导致韩国AI芯片公司 DeepX的下一代NPU量产时间表被迫延后约六个月。 尽管Groq委托三星生产的绝对规模仍相对有限，但该订单有望帮助三星晶圆代工在推理AI芯片市场建 立立足点。 此外，韩国推理AI芯片初创公司HyperAccel开发的处理器也全部由三星晶圆代工采用4纳米制程生产， 进一步凸显三星在 ...

The U.S. is currently home to 10 companies valued at $1 trillion or more. These are: Nvidia: $4.4 trillion. Apple: $3.8 trillion. Alphabet: $3.6 trillion. Microsoft: $3 trillion. Amazon: $2.3 trillion. Meta Platforms: $1.6 trillion. Tesla (NASDAQ: TSLA): $1.5 trillion. Broadcom: $1.5 trillion. Berkshire Hathaway: $1 trillion. Walmart: $1 trillion. However, one of them is substantially more expensive than the rest when measured by a key valuation metric. Considering this company's core busines ...

ARK Invest CEO Cathie Wood is projecting a massive shift in global markets, predicting that post-war Iran and a transition into the “electric vehicle realm” will send oil prices plunging as geopolitical tensions ease.The ‘Coiled Spring’ Of The Middle EastIn her latest “In The Know” episode, Wood highlighted a 90% drop in Iranian missile and drone activity, suggesting the regime has been significantly diminished. This cooling of conflagration aligns with President Donald Trump's recent characterization of th ...

Cybercab 測試突然爆量！ Giga Texas 昨天拍到 25-30輛 Cybercab 直接上運輸車 +撞擊測試場！ 這是要為 4月量產暖身啊！ Morgan Stanley 分析師直接預測 2026年艦隊 有望暴衝上千輛 Tesla在 瘋狂加速！ 無方向盤 無踏板 真Robotaxi 馬斯克這波 是玩真的 他的目標總是 看似瘋狂 但每次都能 一步步逼近 你覺得Cybercab 會不會真在 2026年 改變世界？ 還是又要跳票？ 評論區開噴吧！. ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Grok Imagine can make 30 second videos.Press extend. Imagine and create that reality. https://t.co/v4dMN2ezye ...

RT Tesla Owners Silicon Valley (@teslaownersSV)BREAKING: 🚀 Grok Imagine is #1Grok Imagine now ranks #1 in the Image-to-Video Arena, beating major AI models and leading the next wave of AI video generation.xAI continues to push the boundaries of creative AI. https://t.co/xCpeAv0AXh ...

傳統柴油卡車 司機開長途 艙內亂七八糟 噪音黑煙 把人搞得半死！ 但現在 Tesla Semi 量產版內艙 直接炸裂曝光！ 兩塊16吋巨屏 像開太空船 的指揮中心 資訊秒懂！ 10個外攝像頭 +艙內注意力監測 防瞌睡不說 還直通未來 的無人駕駛 這艙簡直是 高科技堡壘 把老卡車的 破爛布局 徹底秒殺！ 你坐進去會不會 直接不想下車？. ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

大家好我是大鱼 Tesla Semi 的内舱终于 曝光了 不是概念图 而是即将量产 的真实版本 传统柴油卡车 驾驶舱像个吵闹 脏乱的旧办公室 司机每天在噪音 疲劳和黑烟中煎熬 现在 Semi把这里 变成高科技 的指挥中心 双16吋大萤幕 无死角10个摄像头 优化到极致的 储物与伸手 即取设计 直接消灭 长途驾驶的 所有痛点 这不只是升级 是物流业 游戏规则的 彻底翻转 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周一收盘是398.68% 全天上涨了 1.95%美元 涨幅是0.49% 成交量是 6641万股 第一部分 Semi内舱曝光！ 最近我又刷到 有不少人酸 Tesla Semi 说它迟迟不量产 永远是个概念车 今天我们就来 把Semi的最新进展 给大家彻底说透 传统柴油半挂卡车 说实话 就像老牛拉车 噪音大油耗高 维修麻烦不说 还天天喷黑烟 环保法规一压 运输公司就头痛 你想一想 开着那种老古董 长途奔波 司机简直是 身心疲惫 Tesla Semi 这回狠到爆 它不只解决 这些痛点 还将直接 重塑游戏规则 先说内舱大变身 这是最新曝光 的量产版本 坐在两块16吋 大萤幕中间 像指挥 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...