同样在今年，华为昇腾384超节点真机在2025世界人工智能大会期间首秀。从华为昇腾384超节点到 scaleX万卡超集群接连真机亮相，国产算力"大基建"正从图纸走进现实。 超节点支撑万卡级集群 随着主流大模型参数从千亿级跃升至万亿级规模，算力需求持续爆发式增长，EFLOPS算力级别、万卡 级别高性能集群成为大模型标配。 超节点（SuperPod）因密度和性能优势，正成为新建万卡集群的首选架构之一。 其应算力需求而生。中科曙光高级副总裁李斌在接受21世纪经济报道等媒体采访时指出，在算力要求不 高的时代，IT组件的解耦设计提供了无与伦比的灵活性，允许通过标准网络轻松扩展。然而，当前算法 对算力的苛刻要求，迫使业界必须牺牲部分通用性，以换取性能的极致优化。 在此之前，国内的万卡集群项目多以分散服务器、技术蓝图或在建工程的形式存在。如三大运营商已投 产运营的万卡集群，多为分散部署在庞大机房内的标准服务器，虽然已实现商业运营，但其物理形态并 非一体化单元。 scaleX万卡超集群由16个曙光scaleX640超节点互连而成。作为世界首个单机柜级640卡超节点， scaleX640采用超高密度刀片、浸没相变液冷等技术，将 ...

The Morning Minute (12.19)Powered by @yeet⏰Top News:-Crypto majors green as OpenAI news pumps markets; BTC at $87,900-Trump Media stock pops 40% on merger with fusion power company-US Senate confirms pro-crypto Michael Selig as CFTC chair-Solana devs test quantum resistant cryptographs with Project Eleven-Intuit and Circle partner to integrate USDC into TurboTax & Quickbooks🌎 Macro Crypto and Memes-Crypto majors were green as the AI trade concerns calmed by OpenAI potential $100B raise; BTC +1% at $87,900; ...

AI进化速递 | 豆包生视频功能升级，可同步生成声音和画面 ①豆包生视频功能升级，可同步生成声音和画面； ②气象人工智能科学模型"风源"发布； ④银河通用完成新一轮融资超3亿美元，刷新具身智能单轮融资纪录； ⑤OpenAI发布GPT-5.2-Codex。 ③世界首个原生电力专业大模型——NWHR电力生产大模型发布； ...

ChatGPT 版应用商店正式上线 海南自贸港封关首日 iPhone 17 Pro Max 最高直降 2140 元 ♂️ 苹果 App Store 搜索页将加入更多广告 腾讯回应「元宝到底是 AI 还是人」质疑 千问 App 全面接入高德地图 微软 AI 负责人：未来 5–10 年保持 AI 前沿将付出「数千亿美元」成本 小米 17 Ultra 定档下周，与徕卡合作全面升级 逐际动力发布多形态具身机器人 TRON 2：一机三态，4.98 万元起 火山引擎发布豆包大模型 1.8，Agent 能力全球领先 ChatGPT 版应用商店正式上线 中国大模型「第一股」将至：智谱与 MiniMax 通过港交所聆讯 OpenAI 洽谈最高 1000 亿美元融资，估值或达 7500 亿美元 芯片短缺，本田中日工厂或暂停生产 小红书社区架构大调整：全面发力「优质中长视频」 早期阶段，开发者可将 ChatGPT 应用与其网站或原生应用相连以完成实体商品交易，OpenAI 也在探索 包括数字商品在内的更多变现方式，并将根据反馈持续迭代。 所有应用须遵守严格的安全与隐私规定：符合 OpenAI 使用政策、提供清晰隐私政策、仅请求实现 ...

Market Sentiment - The report suggests a potential "Santa Rally" driven by optimism, but it's described as a "last ditch" effort [1] - The market's hope for a Santa Rally may be dependent on external factors [1] Investment & Funding - OpenAI is reportedly seeking $100 billion from sovereign wealth funds [1] - Abu Dhabi's sovereign wealth funds may be involved in providing financial support to OpenAI [1]

Welcome back to Squawkbox. OpenAI is reportedly looking to raise as much as a hundred billion dollars for its expansion plans, which could value the company as high as, you ready for this. 830 billion.So, we're getting close to the trillion dollar mark. The Wall Street Journal saying that the earliest fundraising round would be completed at the end of the first quarter of this coming year. Then, opening eye expected to draw in financing from sovereign wealth funds as well.Earlier in the week, the informatio ...

Core Insights - OpenAI is seeking to raise $100 billion in funding, potentially increasing its valuation to $830 billion and paving the way for an IPO [1][2] - The company currently holds approximately 17% of the global chatbot market, primarily through its ChatGPT series [1] Funding and IPO Speculation - The funds are intended to scale OpenAI's operations and maintain competitiveness, with speculation surrounding CEO Sam Altman's potential plans for an IPO [2] - The funding round is expected to close by March 2026, but there is uncertainty regarding investor participation at the desired scale [2] Valuation and Market Predictions - Predictions suggest that the $100 billion funding could lead to a public-market valuation between $900 billion and $1.05 trillion, marking one of the largest IPOs in history [4] - The anticipated public float is estimated to be between 12% and 15%, with a 15% float being most likely to ensure liquidity and meet investor demand [5] Share Price Estimates - Based on a hypothetical 500 million shares outstanding, the estimated stock prices are $2,000 per share at a $1 trillion valuation, $1,800 at $900 billion, and $2,100 at $1.05 trillion [8] - The analysis indicates that substantial pre-IPO funding could dilute existing shareholders, affecting ownership percentages and market perception [7][9]

And welcome back to Worldwide Exchange. Check on a few big stories that we are following this morning. President Trump not ruling out a potential war with Venezuela and new comments to NBC News this morning, saying there will be additional seizures of oil tankers and he also declined to say whether ousting President Nicholas Maduro was his ultimate goal.The president also talking his trade policy, saying his tariffs are permanent. The Bank of Japan raising their short-term interest rates by a quarter point ...

A historic labor shock may be about to hit the job market. That's according to London Business School professor Ekaterina Abramova.She said AI is advancing so quickly that it could trigger mass layoffs long before new jobs emerge to replace them — a mismatch that has historically fueled social unrest. Abramova, who studies technology-driven economic transitions, said the past three years of AI advances mark a sharp break from earlier waves of mechanization.In past eras — from 18th-century textile automati ...

甲骨文和博通刚开完业绩发布会，股价就跟断了线的风筝似的往下掉。 甲骨文两天跌了快16%，博通更狠，一天就砸了超10%，整个AI板块跟着抖了三抖。 投资者们手里的计算器怕是都按出火星子了，这人工智能的钱，到底还能不能赚？ AI龙头业绩"爆雷"，是真不行了还是市场想多了？ 文 |姑苏九歌 编辑 |姑苏九歌 这周AI板块有点热闹，准确说是有点"慌"。 甲骨文这次财报看得人心里发毛，营收没达标就算了，花钱的架势倒是一点不含糊。 为了搞AI基础设施，又是买服务器又是扩数据中心，资本支出噌噌往上涨，现金流表看着就有 点"虚"。 有机构查了下，它的信用违约互换利差都飙到2009年以来最高了。 简单说就是，市场觉得它还不上钱的风险在变大。 科技公司烧钱不新鲜，谷歌、Meta哪个没烧过？但烧完得有回响啊。 以前市场对AI公司宽容，觉得"现在烧钱是为了以后赚大钱"，现在不一样了，你得让我看到这钱扔进去 能听着响，不然谁还敢把钱给你？ 晨星倒是出来说句公道话，甲骨文的数据库、应用程序这些老本行用户转换成本高，基本盘还在。 可现在市场就盯着AI这块新业务，老本行再稳，新业务"哑火"也不行啊。 博通的剧情更魔幻，明明营收、利润都超了华 ...