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Seagate's Catch-Up Trade Has Legs
Seeking Alpha· 2025-07-11 03:58
Group 1 - The global data storage needs are increasing significantly, driven by applications such as AI training, big data analytics, and cloud storage [1] - Various surveys and reports indicate different growth levels in data storage, but a common consensus is that there is a strong tailwind supporting this growth [1] Group 2 - The article emphasizes the importance of rigorous risk management and a long-term perspective on value creation in investment strategies [1]
X @Bloomberg
Bloomberg· 2025-07-11 00:54
Trump said he plans to make a “major statement” on Russia, as the US prepares to send a volley of new American weapons to Ukraine via purchases from NATO allies https://t.co/YYqH0mMAr5 ...
'Welcome to reality Donald!': Trump finally realizing Putin 'is not a friend' of the U.S.
MSNBC· 2025-07-10 15:24
This morning, escalated tensions between the US and Russia after President Trump said he's not happy with President Putin. Secretary of State Marco Rubio and his Russian counterpart Sergey Lavrov holding what he called a frank face to face earlier in Malaysia. The war in Ukraine looming large with Russia unleashing a new drone and missile strike on Ukraine's capital.All as newly obtained audio tied to the book 2024: How Trump retook the White House and the Democrats lost America shows President Trump claimi ...
GPU跟ASIC的训练和推理成本对比
傅里叶的猫· 2025-07-10 15:10
我们讲过很多关于GPU vs ASIC的内容,前几天还发过这样一张图,国外大厂的研发进度规划。 下面的数据是HSBC统计的,我只列出了统计的部分数据,星球中我们把各大投行日常研报中的关键 数据都做了记录,有兴趣的朋友可以到星球中查看。 | Chip supplier | Chip type | Chip name | Design partner | Release date | Tech | Memory type | Capacity (GB) | | --- | --- | --- | --- | --- | --- | --- | --- | | NVIDIA (Global) | Al GPU | A100 | In - House | 2020 | node 7nm | HBM2e 8 High | 80 | | NVIDIA (Global) | AI GPU | H100 | In - House | 2022 | 4nm | HBM3 8 High | 80 | | NVIDIA (Global) | AI GPU | B100 | In - House | 2024 | 4nm | HBM ...
Mike Pence on Trump Tariffs, Powell, Israel, Ukraine
Bloomberg Television· 2025-07-10 12:30
They Former US Vice President Mike Pence taking a critical stance on President Trump's tariffs. Writing in a Wall Street Journal op ed in the past few months that since the president announced his Liberation Day tariffs, the only thing America has been liberated from is trillions of dollars in investments, a place to say the 48th vice president of the United States, Mike Pence, joins us now for more. Mr.. Vice President, good morning. Good morning. Thanks for having me on.Thank you for being here. I want to ...
Wisconsin couple speaks on winning wife-carrying competition
NBC News· 2025-07-10 04:30
History being made at the annual wife carrying World Championship when a Wisconsin couple became the first from the US to claim the victory. The competition is a challenge of speed and strength and consist of the runner carrying a wife, presumably their own. We're joined now by that winning couple, Caleb and Justine Roseler.Thank you both so much for being here. I mean, what a win. What an honor to be speaking with the world champions. I got to start with what happens next.Are you interested in going pro. A ...
'I think he's losing Trump's trust': New reporting reveals Pete Hegseth went rogue on Ukraine
MSNBC· 2025-07-09 22:16
Pete Hgsath is once again under scrutiny after new reporting details how Donald Trump and White House staff were not informed of a pause on weapons shipments to Ukraine last week. The Associated Press described Trump as being caught quote flat-footed by the announcement, reporting that Trump's decision to send more defense weapons to Ukraine came after he privately expressed frustration with Pentagon officials for announcing a pause in some deliveries last week. a move that he felt wasn't properly coordinat ...
GOP Rep. Bacon explains why he’s leaving the ‘dysfunctional environment’ of the House
NBC News· 2025-07-09 21:27
Welcome back. As we mentioned, Republicans are gearing up to run on the so-called one big beautiful bill in the 2026 midterm elections. But there are a couple of incumbent Republicans and key battleground seats who already know they won't have to worry about making their case to voters.During the height of the debate over the bill, North Carolina Senator Tom Tillis announced that he will not be seeking another term. He ultimately voted against the package. And now, Nebraska Republican Don Bacon also says he ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-09 17:40
Is climate change making floods worse? New science tackles the tricky link between global warming and extreme rain https://t.co/oCL7KSu6Jm ...