亚马逊与 OpenAI 联系加深，美光预计 HBM 市场加速增长 亚马逊洽谈投资 OpenAI 超 100 亿美元，协议含使用 AWS 芯片 据华尔街见闻 12 月 17 日报道，据知情人士向 The Information 透 露，亚马逊正在洽谈向 OpenAI 投资至少 100 亿美元，该交易将使这 家人工智能初创公司的估值超过 5000 亿美元。作为双方拟议协议的 关键部分，OpenAI 计划采用亚马逊自主研发的 Trainium 人工智能芯 片，此举标志着这家初创公司在减少对英伟达依赖方面迈出了重要一 步。这项潜在的投资旨在帮助 OpenAI 承担其庞大的算力基础设施支 出。OpenAI 上个月宣布，将在未来七年内斥资 380 亿美元租用亚马 逊 Web Services（AWS）的服务器。如果交易达成，亚马逊将加入包 括英伟达在内的科技巨头行列，成为 OpenAI 潜在的新一轮巨额投资 者。然而，由于微软持有 OpenAI 约 27%的股份并享有独家代理权， 亚马逊将无法向其云客户直接转售 OpenAI 的模型。随着微软投资亚 马逊的竞争对手 Anthropic，亚马逊正通过加深与 OpenAI 的 ...

同时，硅桥接技术可在嵌入有机中介层或基板中的芯片或芯片组之间实现高密度互连。硅是目前互连 密度最高的材料，因此，硅桥接技术的设计理念在于使其体积小、成本低，这与硅中介层形成鲜明对 比。然而，组装良率问题延缓了硅桥接技术最终所承诺的成本优势的实现。 公众号记得加星标⭐️，第一时间看推送不会错过。 中介层和桥接器是先进封装中连接多个芯片和芯片组的两个关键元件，它们的构造和组装方式正在发 生根本性的变化。 中介层正变得越来越厚、越来越复杂，而桥接技术则被用来降低组装成本。这两种努力都面临着新的 挑战。 中介层实际上是一个平台，可以在其上组装多个组件，类似于微型PCB。目前主要材料是硅，即使采 用较早的工艺节点制造，其尺寸也使其价格昂贵。它们通常用于处理高密度互连，同时将I/O、电源 和接地信号传递到下方的封装基板。 图1 ：中介层与桥接层。中介层是大型硅平台，而桥接层是嵌入有机中介层或衬底中的小型硅片 中介层越来越多 人工智能正在推动中介层的复杂性。"我们现在看到更厚的中介层，金属层也更多，以适应人工智能 和高性能计算芯片所需的高密度布线和高电流路径，" YieldWerx首席执行官 Aftkhar Aslam 表 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 《电子工程时报》 3月份报道称，英特尔晶圆代工封装与测试副总裁马克·加德纳表示，公司正在"努 力"缓解先进封装芯片短缺的局面。加德纳指出，造成这种短缺的主要原因是客户依赖竞争对手（台 积电）的技术，并补充说，英特尔的优势在于其不受产能限制。值得注意的是，该报道暗示，AWS 和台湾的联发科等芯片设计公司正在选择英特尔晶圆代工作为供应商。 TrendForce指出，人工智能和高性能计算数据中心的蓬勃发展正推动着前所未有的需求，导致一家主 要先进封装供应商的供应出现瓶颈。这种供应紧张的局面正蔓延至竞争对手，迫使主要的芯片封装服 务提供商（CSP）寻求除CoWoS（芯片封装在晶圆基板上）之外的其他解决方案，而EMIB正逐渐成 为强有力的竞争者。 据报道，NVIDIA 和 AMD 正在评估英特尔晶圆代工的 14A 制程节点，而苹果和博通则在考虑采用 英特尔的 EMIB 封装技术来开发定制服务器加速器。香港广发证券指出，这些进展反映出顶级设计 公司越来越愿意重新考虑其前端工艺技术和后端封装的供应商。台积电等其他供应商的产能限制可能 是促使这些探索性举措的关键因素，封装的可用 ...

Core Insights - The article discusses the dynamics of open-source projects and the necessity of commercial support for their sustainability, highlighting that companies often back these projects to ensure they can monetize them [1][2]. Group 1: Open Source and Commercial Support - Open-source projects like the Linux kernel often receive support from commercial entities to enhance and maintain them, as companies are typically unwilling to provide self-maintenance for these projects [2]. - Examples of commercially supported Linux distributions include Red Hat Enterprise Linux, SUSE Linux, and Canonical Ubuntu, which integrate open-source projects into their products [2]. Group 2: NVIDIA's Strategic Moves - NVIDIA has shifted its focus towards managing system clusters rather than specific operating systems, leading to its acquisition of Bright Computing in January 2022, which was known for its Bright Cluster Manager [3]. - Bright Computing had raised $16.5 million in funding and had over 700 users globally, with its tools initially designed for traditional high-performance computing (HPC) systems [3]. - After the acquisition, NVIDIA rebranded Bright Cluster Manager as Base Command Manager and integrated it into its AI Enterprise software stack, which includes a licensing fee of $4,500 per GPU annually [3][5]. Group 3: Mission Control and Workload Management - NVIDIA introduced a layer called Mission Control on top of BCM, which automates the deployment of frameworks, tools, and models for its "AI factory" [6]. - Mission Control includes Kubernetes for container orchestration and Docker for running computations within containers, optimizing power consumption based on workload [6]. Group 4: Slurm Workload Manager - For managing bare-metal workloads in HPC and AI, NVIDIA relies on Slurm, which has become the default workload manager for Base Command Manager [7][9]. - Slurm, developed by SchedMD, has been widely adopted in the HPC community, with approximately 60% of the Top500 supercomputers using it [11]. - NVIDIA and SchedMD have collaborated on Slurm for over a decade, with NVIDIA committing to continue its development as an open-source, vendor-neutral software [11][12]. Group 5: Future Considerations - The article raises questions about how NVIDIA will integrate Run.ai and Slurm functionalities with Base Command Manager to provide comprehensive management tools for both AI and traditional CPU-based clusters [12]. - There is speculation on whether NVIDIA will commercialize its Kubernetes integration within the AI enterprise stack, following the example of Mirantis, which has successfully containerized OpenStack [13].

雷神科技的展厅，就像一间电竞房：一排高性能笔记本电脑运行着游戏画面；墙面上悬挂展示着琳琅满 目的键盘、耳机、鼠标等电竞外设；大型机甲模型、专业赛车模拟器、摩托车等视觉冲击力十足。 从海尔内部孵化的第一家小微企业，到北交所"电竞装备第一股"，雷神科技不断拓展电竞生态产业边 界，在高性能计算赛道向下扎根。展望未来，雷神科技董事长路凯林表示，随着电竞市场的蓬勃发展， 雷神科技将从电竞生态、海外市场及新兴消费电子赛道找到更多新增长点。 从海尔到北交所 2004年从青岛科技大学毕业后，路凯林入职家电巨头海尔集团，先后担任海尔电脑产品经理、笔记本事 业部营销部长、总经理等职务，逐渐成长为IT行业资深人士。 2012年前后，移动互联网发展如火如荼，海尔集团宣布进入网络化战略阶段，鼓励内部创业。当时的笔 记本市场已进入"红海"，必须寻找新的增长点。路凯林团队敏锐地发现了游戏玩家的需求，而"游戏 本"这一概念尚无品牌明确提出。面对行业和机制创新的双重机遇，路凯林选择内部创业。 "发现风口后，最关键的是如何抓住风口。"路凯林说，在海尔平台上创业，雷神科技获得了售后、物 流、供应链、资金以及管理经验等资源支撑，得以快速抓住机会。 ...

Core Viewpoint - The company plans to invest up to 1.5 billion yuan in expanding its production and R&D capabilities in Huizhou, Guangdong, to enhance its industrial layout and meet growing business demands [2][3]. Group 1: Project Details - The expansion project will focus on developing high-performance communication cables and polymer foam materials, with a construction period of approximately 2 years [2]. - The project site covers about 185,300 square meters and is adjacent to the company's existing production base, facilitating operational synergies [2]. Group 2: Market Outlook - The communication cable industry is experiencing growth due to increasing demand from global data centers, artificial intelligence, high-performance computing, and automotive intelligence [2]. - Polymer foam materials are gaining traction due to their lightweight, thermal insulation, and eco-friendly properties, indicating a promising market potential [2]. Group 3: Strategic Importance - The expansion aims to align with the company's business growth needs, improve overall production capacity, and enhance delivery capabilities [3]. - The project is expected to strengthen the company's profitability and market competitiveness, laying a solid foundation for sustainable future development [3].

Core Insights - NVIDIA has acquired SchedMD, the leading developer of Slurm, an open-source workload management system for high-performance computing (HPC) and artificial intelligence (AI), to enhance its open-source software ecosystem and drive AI innovation for researchers, developers, and enterprises [2][6] - Slurm is widely used in over half of the top 10 and top 100 systems on the TOP500 supercomputer list, highlighting its significance in the HPC and AI community [2][3] - The acquisition aims to ensure Slurm remains an open-source, vendor-neutral software that can be utilized across diverse hardware and software environments [2][4] Company Collaboration - SchedMD's CEO, Danny Auble, expressed excitement about the partnership with NVIDIA, emphasizing that the acquisition recognizes Slurm's critical role in demanding HPC and AI environments [3] - NVIDIA plans to continue investing in Slurm's development, ensuring it retains its leading position as an open-source scheduler in the HPC and AI sectors [3][6] - The collaboration will enhance access to new systems for SchedMD, allowing NVIDIA's accelerated computing platform users to optimize workloads across their computing infrastructure [3][4] Open-Source Product Expansion - NVIDIA is expanding its influence in the open-source AI field through acquisitions and the release of new models, including the acquisition of SchedMD [6][7] - The company has introduced a series of new open-source AI models named Nvidia Nemotron 3, which includes various models tailored for specific tasks and applications [6][7] - Recent releases also include the Alpamayo-R1, an open inference visual language model focused on autonomous driving research, reflecting NVIDIA's commitment to advancing physical AI [7]

随着AI技术不断发展落地，行业应用对于算力的需求与日俱增，这已经成为广泛共识。 编辑部 整理自 MEET2026 量子位 | 公众号 QbitAI 与此同时，算法本身的规模和复杂度也在成倍增长，让整个行业正式迈入一个更高强度的算力周期，对此 太初元碁联合创始人兼首席运营官 乔梁 表示： 当下行业应用对于算力的需求与日俱增，AI需要算法实现毫秒级精确度，而这恰好带动算力需求呈指数级增长。 这意味着，在未来的技术演进中，高性能计算将贯穿生产制造、科学研究到AI落地的全链路，成为各类计算场景的底层支撑力量。 在本次 量子位MEET2026智能未来大会 上，乔梁围绕超智融合、异构融合等关键词分享了自己对国产算力生态建设的看法： 目前，各类AI大模型、不同领域的AI Agent落地都需要大量算力来支撑，在这一背景下，"超智融合发展"已成为行业共识。 无论是AI算法的迭代，还是传统科学计算的发展，未来的趋势都会指向同一件事：在通用计算的场景下，通过硬件架构的设计来实现异构融 合。 为了完整体现乔梁的思考，在不改变原意的基础上，量子位对演讲内容进行了编辑整理，希望能给你带来更多启发。 MEET2026智能未来大会是由量子位 ...

Core Viewpoint - The company,沃尔核材, is experiencing significant growth in its high-speed communication cable and new energy vehicle sectors, driven by increasing demand in global data centers, artificial intelligence, and high-performance computing applications. The company is also preparing for a Hong Kong stock issuance. Group 1: High-Speed Communication Cable Business - The company has a leading position in key equipment reserves for high-speed communication cables, backed by decades of experience in product development and process control [2][9] - In the first three quarters of 2025, the company's revenue from high-speed communication cables grew rapidly due to strong demand from downstream applications [3][10] - The company maintains a good overall gross profit margin for its high-speed communication cables, ensuring strong profitability [4][10] Group 2: New Energy Vehicle Business - The new energy vehicle segment has shown a compound annual growth rate of over 30% in the past three years, with the company ranking first in revenue for DC charging guns in 2024 [5][11] - The company is enhancing its market competitiveness by localizing core components and establishing a complete production line for niche products [11] - The company is expanding its international market presence by improving its product offerings to meet European and American standards and forming an overseas sales team [11] Group 3: Overall Business Strategy and Performance - The company has been in the new materials industry for nearly 30 years, leveraging its technological advantages and solid foundational capabilities to create a comprehensive competitive edge [6][12] - Future strategies include enhancing operational efficiency through refined management and empowering high-quality business development via intelligent construction [6][12] - The company reported a main revenue of 6.082 billion yuan in the first three quarters of 2025, a year-on-year increase of 26.17%, with a net profit of 822 million yuan, up 25.45% [7][13] Group 4: Hong Kong Stock Issuance - The company received approval from the China Securities Regulatory Commission for its Hong Kong stock issuance on December 9, 2025, and is actively promoting the related listing work [7][13]

公众号记得加星标⭐️，第一时间看推送不会错过。 光子平台、存储架构和光开关领域的最新进展表明，光计算领域正在不断发展。 世界各地的研究团队正在加速推进光子计算的发展，过去一年发表的研究成果涵盖器件、存储器、开 关、特征提取和高速调制等领域。近期研究成果包括硅锗光子学、集成光存储器、单光子开关、光学 衍射引擎以及400 Gb/s电吸收调制器等，每一项都旨在降低数据密集型系统的延迟或提高带宽。 综合来看，这些项目展现了光学技术如何能够支持未来的人工智能、高性能计算和实时决策工作负 载，同时保持与大规模半导体制造的兼容性。 01 IHP发布搭载140 GHz调制器的SiGe光子平台 IHP 推出了其所谓的首个硅锗光子平台，该平台能够支持带宽远超当前硅光子极限的电吸收调制器和 光电二极管，并报告称其调制器的外推 3 dB 截止频率为 140 GHz，鳍式光电二极管的外推 3 dB 截 止频率高达 200 GHz。 威斯康星大学麦迪逊分校的研究人员开发并测试了一种完全由商用硅光子代工厂现有组件构建的集成 光子存储芯片，为可扩展的光计算硬件提供了一条切实可行的途径。 该器件采用由光电二极管、微环谐振器和光波导构成的"交叉 ...