美东时间11日周二，在AMD首次举行的公司金融分析师日活动上，AMD CEO苏姿丰给出了乐观的人工智能（AI）市场预期，并预计未来五年AMD的销售会加 速增长。 苏姿丰公布了AMD未来三到五年的财务目标。她表示，AMD的目标是在数据中心人工智能芯片市场中 占据"两位数"的份额，预计数据中心芯片的年收入将在 五年内达到1000亿美元，预计到2030年利润增长两倍以上。 为实现这一目标，苏姿丰预计未来三到五年，公司的年均营收年营收复合增长率（CAGR） 将超过35%，其中，AI数据中心的营收将平均增长80%。每股收益 届时将增至20美元。 相比之下，目前分析师预计的均值为，今年AMD的年销售将增长32%，此后两年——2026年和2027年将分别增长31%和39%。 这一系列激进的目标旨在向市场证明，AMD有能力将围绕AI的热度转化为切实的财务回报。 同时，苏姿丰称，AMD预计，包括处理器、加速器、网络产品在内，到2030年，AI数据中心的总市场规模（TAM）将突破1万亿美元，远超今年的约2000亿美 元，复合年增长率（CAGR）超过40%。 华尔街见闻曾提到，今年6月苏姿丰表示，预计到2028年，AI处理器的市场 ...

[Music] [Music] All right. So, let's get started, guys. Thank you. Thank you everybody.Thanks a lot for very patiently waiting for all this while show most patience waiting for so long for the day. I'm sure you didn't wait for my talk for 100%. But there should be a reason you should also wait and I'm trying to do the best that I can so that you get will make really sense in your lives.So with no further ado, I'll get started into the actual topic. Let's start with the cycle of life where today we start wit ...

RT Avi Chawla (@_avichawla)PyTorch dataloader has 2 terrible default settings.Fixing them gave me ~5x speedup.When you train a PyTorch model on a GPU:- .to(device) transfers the data to the GPU.- Everything after this executes on the GPU.This means when the GPU is working, the CPU is idle, and when the CPU is working, the GPU is idle.Memory pinning optimizes this as follows:- When the model is trained on the 1st mini-batch, the CPU can transfer the 2nd mini-batch to the GPU.- This ensures that the GPU does ...

PyTorch dataloader has 2 terrible default settings.Fixing them gave me ~5x speedup.When you train a PyTorch model on a GPU:- .to(device) transfers the data to the GPU.- Everything after this executes on the GPU.This means when the GPU is working, the CPU is idle, and when the CPU is working, the GPU is idle.Memory pinning optimizes this as follows:- When the model is trained on the 1st mini-batch, the CPU can transfer the 2nd mini-batch to the GPU.- This ensures that the GPU does not have to wait for the ne ...

Intel uh coming off its uh best day in a long long time. The stock surged 22% following Nvidia's announcement that it will invest $5 billion in Intel. Joining us now is Ray Wong, Constellation Research founder and chairman.What I'm looking over in Becky's chair. It's a lot of room there. Normally you're in here with us.Uh Ray, I put on some extra makeup because you usually take a a picture and tweet it out. What What happened. Why aren't you here.Hey, I'd love to be in New York. Happy Friday. I I ended up i ...

Key Industry Takeaways from Nvidia’s $5 Billion Investment in Intel1. Partnership Could Define and Accelerate the AI PC LandscapeFor Nvidia, developing its own Windows-on-ARM processors carries high uncertainty; for Intel, establishing a competitive edge in GPUs is difficult. Teaming up (CPU + GPU) could create powerful synergies and advantages across the PC ecosystem.2. Significant Synergistic Potential in x86 / Mid & Low-Range / Inference AI ServersA key trend ahead is enterprises building x86-based / mid ...

Nvidia投資Intel 50億美元之產業趨勢重點分析1, Nvidia與Intel合作有望定義AI PC並加速其發展對Nvidia而言，自行開發Windows on ARM處理器的不確定性高；對 Intel 而言，要在GPU領域快速提升競爭力難度高。兩者合作（CPU＋GPU）可望在PC生態中形成強綜效與優勢。2. 在 x86／中低階／推論用 AI 伺服器上也具高綜效企業自建x86／中低階／推論用的AI伺服器為未來關鍵趨勢。Intel擁有 x86伺服器企業客戶與通路資源；Nvidia具備技術優勢 (AI晶片、NVLink、CUDA等)。若雙方高度整合技術與銷售優勢，將有機會顯著受惠於龐大的潛在需求。3. 台積電：先進製程與AI晶片訂單數年內不受影響，主要觀察PC、GPU、x86伺服器與網通客戶的市佔與訂單變化，但整體而言風險可控(1) 台積電先進製程優勢可望至少維持至2030年，Nvidia與Intel合作不易改變此趨勢。(2) AI晶片需最先進製程，台積電的AI晶片訂單不受影響。(3) 此投資未來可能改變Nvidia與Intel的競爭者之市佔 (如AMD的PC、GPU與x86伺服器晶片、Broadcom的 ...

Summary of Key Points from the Conference Call Industry Overview - The optical module industry is experiencing high growth, with saturation expected in demand from the second half of 2025 to 2026, driven by the introduction of 1.6T solutions, primarily benefiting from the mass import of NVIDIA's C8X network card and potentially the CX9 network card initiating 3.2T demand [2][5][20] - The iteration cycle for optical modules has shortened to approximately two years, favoring leading manufacturers [2][5] Core Insights and Arguments - Domestic second-tier optical module manufacturers such as Solstice, Cambridge, and Lantech are seizing the high demand for AI optical modules to penetrate the North American market, despite the limited opportunities due to established suppliers [2][6] - Domestic optical chip manufacturers are accelerating technological advancements, with significant progress reported by Yuanjie in CW laser technology and Changguang Huaxin in 100G EML, enhancing market competitiveness [2][7][8] - The CPC (Copax) and pluggable optical module solution proposed by Xuchuang is gaining traction, having been adopted by overseas companies like Broadcom and Marvell, marking it as a significant competitor in the short term [2][13] Emerging Technologies - Liquid cooling products were prominently showcased at the 2025 data center exhibition, indicating readiness for NVIDIA's opportunities, with high demand noted [3] - OCS (Optical Circuit Switching) technology is gaining attention, with Google pushing its development and domestic manufacturers like Guangku and Lingyun Light showcasing related products [12] - NPU (Near-Package Unit) technology is emerging as a promising alternative to CPU, with expectations for earlier market adoption and significant demand for switches [11] Market Dynamics - The optical module industry is expected to see less price decline in 2026 due to strong demand and tight supply conditions, with shortages in core materials like EMA and CW light sources contributing to price stability [4][20] - The North American market's demand for 800G and 1.6T is creating opportunities for domestic manufacturers, despite the competitive landscape [6] Notable Developments - Changfei Fiber showcased an AI intelligent hub solution and hollow fiber products, achieving a significant milestone with a 100-kilometer hollow fiber link demonstrating a loss of 0.089dB per kilometer, nearing the limits of quartz fiber [4][18][19] - The rapid development of supernodes in China is being driven by major players like Huawei and ZTE, indicating a robust growth trend in the industry [14] Conclusion - The optical module industry is poised for significant changes driven by technological advancements and market dynamics, with new solutions like CPC and hollow fiber technology potentially reshaping competitive landscapes and driving growth [21]

SALT Architecture & Performance - SALT 通过异步方式将更改持久化到磁盘，以保持顶层完整树的内存状态 [1] - SALT 的身份验证数据结构性能不受键值对数量或 SSD 数量的影响，因为它的大小固定且完全驻留在内存中 [1] - SALT 可以自由选择最佳的键值“数据库”，因为底层键值存储是正交问题 [1] - SALT 在实验中受 CPU 限制，CPU 成本不随存储的键值对数量增加 [3] - SALT 每次帐户/存储槽更新只会对底层键值引擎进行一次更新，这被认为是最佳的 [4] Comparison with Other Technologies - 文档承认 NOMT 和 QMDB 的比较可能存在问题，因为它们未在相同数量的键值对上进行比较 [2] - SALT 团队认为优化键值引擎不是他们的主要任务 [5] - SALT 团队将在论文发表时进行适当的评估 [5] Key-Value Engine & Scalability - SALT 可以使用任何键值引擎，这被认为是主要优势，因为可以跟随最新的技术发展 [4] - 即使 SALT 存储 10 亿（1 Billion）或更多的键值对，键值引擎也不太可能取代 CPU 成为主要瓶颈 [4] - 在 RocksDB 上重放 EVM 存储/帐户更新（超过 10 亿（1 Billion）），实现了每秒数十万次的写入，远超 CPU 导致的每秒 87,000 次更新的瓶颈 [4]

Company Valuation & Market Position - ARM's IPO in September valued the company above $54 billion [1] - The IPO was the largest public offering in over 2 years [1] - The company's valuation has tripled [1] - ARM's circuits are present in nearly every smartphone [1] - ARM is considered the winner in the CPU side [2] Industry Trends & Opportunities - Software is advancing faster than hardware [2] - Increased investment in new hardware benefits ARM [2]