【环球网科技综合报道】12月26日消息，据TechPowerUp报道，知名Linux发行版Arch Linux正式宣布停止对英伟达GTX 10系列显卡的默认支持，成为首批 跟进英伟达驱动支持调整的Linux系统之一。这一变动源于英伟达今年7月发布的公告，其明确表示将终止对Pascal架构（对应GTX 10系列）及更早的 Maxwell架构（对应900系列）显卡的Game Ready驱动更新，后续仅提供季度安全补丁，且该安全支持将持续至2028年10月。 据悉，Arch Linux此次已将系统默认显卡驱动更新为NVIDIA 590版，而该版本驱动不再兼容Pascal架构，这也是导致GTX 10系列显卡失去默认支持的核心原 因。不过，Arch Linux并未完全切断旧架构显卡用户的使用通道。对于仍在使用Pascal或更早架构显卡的用户，可通过手动移除当前官方驱动，安装较旧 的"NVIDIA-580xx-dkms"驱动软件包，实现系统对显卡的正常支持。 业内分析认为，Arch Linux之所以成为首个正式停止默认支持该系列显卡的Linux发行版，与其采用的滚动更新发行模式密切相关。这种持续迭代的更新机 制使得该系统 ...

"中国全球第二大消费市场的地位更加稳固，社零总额从2020年的39.1万亿元提升到去年2024年的48.3万 亿元，年均增长5.5%。和美国比，从绝对值来看，我们的社零相当于美国的80%左右；但是从实际购买 力来看，按照世界银行所给出的数据和算法，我们的社零已经超过美国，是美国的1.6倍。"商务部部长 王文涛在"十四五"高质量发展新闻发布会上表示，中国在一些细分领域的规模保持"龙头"地位，比如网 上零售连续12年全球第一，汽车销量也是全球第一。空调、洗衣机等家电细分领域销量，也都是全球第 一。"中国有14亿人口，任何一样产品乘上14亿，肯定是一个超大规模的市场。"他说。 海南封关后的火爆就是一例。海南自由贸易港12月18日正式全岛封关，苹果、华为、金店、大牌美妆店 门口都排起了长队。至24日首周海口海关共监管离岛免税购物金额11亿元、购物件数77.5万件、购物人 数16.5万人，同比2024年分别增长54.9%、11.8%、34.1%，向全球展示了海南商业的开放机遇和发展的 信心。 本报（chinatimes.net.cn）记者刘诗萌 北京报道 2025年，从年头年尾，两部动画片点亮了整个中国电影市场。 前一 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 京东年终奖投入涨幅超70% 12月25日，有京东员工在社交媒体透露，京东2025年终奖公告，京东全集团92%的员工拿满甚至拿到超 额年终奖，年终奖投入同比增幅超过70%，预计将创下行业今年最大涨幅。公告显示，今年薪酬已升级 部门如期实现19薪，有业务单元提前实现20薪。此外，一线员工年终奖仍将在年前发放。过去一年多的 时间里，连续7次多范围提高员工薪酬激励。 通义千问图像编辑模型Qwen-Image-Edit推出新版本 阿里云通义千问宣布图像编辑模型Qwen-Image-Edit-2511正式开源。据介绍，该模型2509版本存在图像 编辑后的轻微漂移，也即编辑前后的人物或物体有轻微的移动，其在2511版本中着重进行了包括一致性 提升在内的多项增强。 字节跳动通报三季度违规案例 12月25日，字节跳动企业纪律与职业道德委员会发布通报，披露了2025年三季度内部违规案例的处理情 况。通报显示，共有120名员工因触犯公司"红线"被辞退，其中28名员工 ...

on 25-Dec-2025 25 December 2025 U.S. Semiconductors NVIDIA (NVDA): Can you Groq it? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com On Christmas eve (joy) CNBC reported that NVIDIA was buying AI silicon startup Groq for $20B in cash. Subsequently, Groq announced that the company had "entered into a non-exclusive licensing agreement with Nvidia" for Groq's inference techn ...

12月26日早盘， 英伟达概念板块领跌，下跌1.97%。截至 09:32， 罗博特科下跌4.71%，景旺电子下跌 4.44%，麦格米特下跌3.61%，豪恩汽电、工业富联、联创电子跌超2%。 ...

文 | 下海fallsea，作者 | 胡不知 2025年12月24日，平安夜的硅谷没有温情。当大多数人沉浸在节日氛围中时，AI算力圈传来一则足以 改写行业格局的消息：英伟达宣布以200亿美元现金，与曾喊出"终结GPU霸权"的AI芯片初创公司Groq 达成技术许可协议。 "这不是收购，却胜似收购。"伯恩斯坦分析师Stacy Rasgon一针见血地指出，"本质是英伟达用金钱换时 间，把最危险的颠覆者变成自己人，同时规避反垄断审查的障眼法。" 这场交易的背后，是AI产业的历史性转折——从集中式模型训练，全面迈入规模化推理落地的新阶 段。推理市场正以年复合增长率65%的速度扩张，预计2025年规模突破400亿美元，2028年更是将达到 1500亿美元。而英伟达的GPU霸权，在推理赛道正遭遇前所未有的挑战：谷歌TPU凭借成本优势抢食大 客户，AMD MI300X拿下微软40亿美元订单，中国的华为昇腾在本土市场份额已飙升至28%。 曾被视为"GPU终结者"的Groq，为何最终选择与英伟达联手？200亿美元的天价交易，能否帮英伟达守 住算力王座？这场"招安"背后，更折射出AI芯片行业创新者的集体困境：当技术颠覆者撞上巨头的 ...

AI泡沫里不仅有神话，还有鬼话。 你可能从未听说过RRP半导体有限公司，但此刻一定在懊悔两年前没能押注这家公司。 这家仅2名正式员工的印度公司，在此期间股价竟暴涨550倍！ 而过去两年间，英伟达股价涨幅超250%，可谓相形见绌。 印度AI第一妖股 过去20个月，这只股票如搭乘火箭般飙涨超过55,000%，创下连续149个交易日涨停的疯狂纪录，市值从235万元人民币飙升至17亿美元（约120亿元人民 币），增长超500倍。 过去几周，诡异的事件接连发生，几乎堪称荒诞喜剧。 实际上，RRP半导体根本没开展任何形式的半导体制造活动，也未申请任何相关政府项目。 自2024年初转型后，这家公司与半导体最大的关联可能是公司名。 RRP半导体是小盘股，但在18个月内股价飙涨63000%，尽管交易量微乎其微、财务状况模糊且并无实际芯片业务。 Rajendra Chodankar既是马哈拉施特拉邦政府和体育传奇明星Sachin Tendulkar投资的RRP电子公司的发起人，又恰好是RRP半导体的最大股东。 在收购并将「G.D. Trading and Agencies」贸易与中介公司更名为「RRP Semiconductor ...

Core Insights - Nvidia and AI startup Groq announced a non-exclusive inference technology licensing agreement, allowing Nvidia to integrate Groq's inference chip technology into its future chip designs [1][2] - The deal is seen as a significant move to strengthen Nvidia's position in inference technology and solidify its market leadership, benefiting Taiwanese partners like TSMC, Hon Hai, Quanta, and Wistron [1] - Nvidia is reportedly paying around $20 billion for this agreement, marking it as Nvidia's largest partnership deal to date [1] - Nvidia's CEO Jensen Huang emphasized that the company is not acquiring Groq but is instead bringing in talent and obtaining intellectual property [1] - The transaction structure is similar to Meta's investment in Scale AI, allowing large tech companies to navigate stricter antitrust regulations while acquiring technology and talent [1] Company and Industry Summary - Under the agreement, Nvidia will gain non-exclusive technology licensing for Groq's inference chip technology, while Groq will continue to operate independently with its CFO Simon Edwards as CEO [2] - Groq, founded in 2016, specializes in inference-related business and has been recognized as one of the top ten national security technology companies in the U.S., focusing on creating inference-specific chips and AI inference platform systems [2] - Groq's co-founder, Ross, is known for being a key figure in the development of Google's TPU and has created a language processing unit (LPU) designed specifically for inference, boasting low power consumption and high efficiency [2]

The U.S. stock market observes a quiet Christmas Day on Thursday, December 25, 2025, with all major exchanges, including the New York Stock Exchange (NYSE) and Nasdaq, closed for the holiday. This pause follows a robust, holiday-shortened trading session on Wednesday, December 24, where major indexes continued their upward trajectory, reaching new record highs. Investors are now looking ahead to the reopening of markets on Friday, December 26, and the economic landscape that awaits in the final days of 2025 ...

Core Viewpoint - AI stocks are expected to recover from recent declines and potentially experience significant growth starting next month due to increasing demand for AI infrastructure and attractive valuations of leading companies in the sector [1][5][17]. Group 1: Current Market Conditions - The Global X Artificial Intelligence and Technology ETF has decreased over 5% since early November, reflecting recent weakness in AI stocks [1]. - Concerns regarding high valuations and potential bubbles in the AI sector have led to a pullback in stocks like Nvidia and Palantir, which recently reached 52-week highs [2]. Group 2: Future Growth Potential - Analysts are optimistic about a potential rally in AI stocks in January, which could set the stage for strong performance in 2026 [3][17]. - Nvidia is currently trading at 24 times forward earnings, below the Nasdaq-100 index's multiple of 32, making it an attractive investment given its expected 60% earnings growth next year [7]. Group 3: Infrastructure Spending - Goldman Sachs projects hyperscalers will spend $527 billion on data center infrastructure in 2026, a 34% increase from previous estimates, driven by the productivity gains from AI adoption [8][9]. - Palantir's customer base grew by 45% year-over-year in Q3 2025, indicating strong demand for AI solutions, with the company securing a record $2.8 billion in new contracts, up 151% from the previous year [10][11]. Group 4: Semiconductor Demand - Nvidia's CFO noted that demand for AI infrastructure is exceeding expectations, with full utilization of their data center GPUs [12]. - The overall spending on AI infrastructure is projected to grow at a compound annual growth rate (CAGR) of 40% through 2030, potentially reaching between $3 trillion and $4 trillion [13][14]. Group 5: Upcoming Earnings Reports - Key AI infrastructure companies like Lam Research and ASML are expected to report results on January 28, 2026, with strong demand for their chipmaking equipment driven by AI [17][18]. - Lam Research reported a 27.5% revenue increase in the last quarter, and ASML experienced a larger-than-expected increase in bookings, indicating robust demand for advanced semiconductor manufacturing equipment [18].