鱼羊 一水 发自 凹非寺 量子位 | 公众号 QbitAI 我们正在进入AI创新的「中国时间」 。 2025第一季度刚刚过完，中国大模型"国产之光"已经可以预定一个年度关键词了。 从DeepSeek走红全网，到Manus一夜爆火，再到宇树为代表的机器人让中外网友连连惊呼…… 毫无疑问，中国前沿科技，正在2025年成为全世界热议和肯定的焦点。 △ LeCun评DeepSeek 但问题是：为什么是2025？ 以ChatGPT为起点的新一轮技术风暴刚刚卷到第三年，时间不算长，但对于风暴眼里的人们来说，信息量却早已爆炸。 更重要的是，随着大模型变革迎来新的转向，即关注点由训练向推理的迈进，新的机会伴随着挑战，正在不断涌现。密集突破，正在当下发 生。 所以现在，又来到了一个值得好好复盘，进而展望未来的时刻。 如果你需要一份「全面」、「硬核」的科技报告作为参考 ，这份 全新出炉的全景式科技报告，值得一读： 报告来自诺安基金，一家长期陪伴中国科技成长的千亿公募基金。 自2003年成立以来，累计为740家科技企业提供IPO募资支持，产品持有 新质生产力企业发行的股票市值合计278亿元。可谓是真懂硬科技，真懂中国创新。 而且这 ...

作 者 | Hunter Wolf Research 编译 | 华尔街大事件 越来越多的证据表明，AI 训练并不一定依赖于高端 GPU，这可能会减缓 英伟达( NASDAQ: NVDA ) 未 来的增长。 英伟达 的数据中心业务经历了强劲增长，这得益于 Hyperscaler 客户对 AI 训练的大量 GPU 需求。 数据中心业务的收入在 2024 财年和 2025 财年分别增长了 216% 和 142%。 | | 2022 | 2023 | 2024 | 2025 | | --- | --- | --- | --- | --- | | Revenue Growth Rate | 61.4% | 0.2% 125.9% 114.2% | | | | Data Center | 58.5% | 41.4% 216.7% 142.4% | | | | Gaming | 60.6% | -27.2% | 15.2% | 9.1% | | Professional Visualization | 100.5% | -26.9% | 0.6% | 22.3% | | Automotive | 5.6% | 59.5% ...

Core Viewpoint - The U.S. stock market staged a strong rebound, with major indices experiencing significant gains, driven by optimism surrounding potential changes in tariff policies announced by the Trump administration [2][5]. Group 1: Market Performance - The three major U.S. indices opened high and continued to rise, with the Dow Jones up 1.21%, Nasdaq up 2.03%, and S&P 500 up 1.54% [5]. - Major tech stocks saw substantial increases, with Tesla rising over 10%, Amazon up over 3%, and other companies like Nvidia, Google A, TSMC ADR, and Broadcom rising over 2% [6]. Group 2: Investment Trends - Investors are currently ignoring the risks posed by a potential full-scale trade war, as significant capital continues to flow into global equity markets. In the week ending last Wednesday, global equity funds saw an inflow of approximately $43.4 billion, the highest level this year [3][10]. - Retail investors in the U.S. have been actively buying Tesla shares, with a cumulative investment of $8 billion over 13 consecutive trading days, marking the largest inflow since 2015 [3][10]. - South Korean investors have also been heavily investing in U.S. stocks, with a net investment of $2.2 billion in Tesla shares this year, making it the most popular trade among them [11]. Group 3: Tariff Policy Insights - The Trump administration's upcoming tariff policy, set to be announced on April 2, is expected to be more targeted than previously suggested, which has contributed to market optimism [7][8]. - Officials have indicated that the new tariffs may exclude certain countries and will not simply be an addition to existing steel and aluminum tariffs, particularly regarding the automotive and semiconductor sectors [7][8].

Core Viewpoint - Quantum and photonic computing possess significant computational advantages over traditional computing, especially in the context of the exponential growth in computational reasoning demands driven by AI. The commercialization of quantum computing is expected to accelerate with advancements from leading global companies like Google and IBM, as well as domestic innovations such as Wukong, Nine Chapters No. 3, and Zu Chongzhi No. 3 [1][3][4]. Group 1: Quantum and Photonic Computing Advantages - Quantum computing utilizes quantum bits (qubits) and can achieve exponential speedup over classical computers in specific problems, such as large number factorization and quantum chemistry simulations. For instance, Google's Willow chip, equipped with 53 qubits, can compute in a dimension of 2^53 [3][11]. - Photonic computing offers higher information capacity, efficiency, and parallelism compared to traditional electronic computing, making it advantageous for solving complex problems [3][14]. Group 2: Technological Pathways - Various technological pathways for quantum and photonic computing are rapidly evolving, including superconducting quantum computing, photonic computing, ion traps, neutral atoms, semiconductors, and topological computing. Superconducting quantum computing is currently the most mainstream approach, with products from companies like IBM and Google [4][18]. - The development of quantum computing technologies is characterized by a competitive landscape, with significant advancements in superconducting, ion trap, and photonic technologies [18][19]. Group 3: Industry Developments and Collaborations - NVIDIA has launched a "Quantum Day" at its GTC conference, inviting CEOs from 12 quantum computing companies to discuss advancements and applications of quantum technology in AI. NVIDIA also announced the establishment of a quantum computing research lab in Boston, collaborating with top universities [3][7][9]. - Major companies like Google, IBM, and Microsoft are making significant strides in quantum computing, with Google focusing on superconducting quantum computing and recently introducing the Willow chip with 105 qubits [40][41][47][48]. Group 4: Domestic Innovations - The "Zu Chongzhi No. 3" quantum computer developed by the University of Science and Technology of China has achieved 105 qubits, demonstrating high fidelity in quantum operations [54]. - The "Nine Chapters" series, led by the University of Science and Technology of China, has made significant advancements in photonic quantum computing, with the latest prototype achieving control over 255 photons, setting a new record in quantum computing superiority [56].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自phoronix，谢谢。 完整的 PCI Express 7.0 规范仍有望于今年晚些时候发布，而今天发布的是该规范的 0.9 版，这是计划中的最终草 案。PCI-SIG 今天分享了 PCI Express 7.0 v0.9 规范现已可供成员审查。预计 PCIe 7.0 不会有进一步的功能变化， 该规范有望于 2025 年晚些时候发布。 | Revision | Max Data Rate | Encoding | Signaling | | --- | --- | --- | --- | | PCle 7.0 (2025) | 128.0 GT/s | 1b/1b (Flit Mode*) | PAM4 | | PCle 6.0 (2022) | 64.0 GT/s | 1b/1b (Flit Mode*) | PAMA | | PCle 5.0 (2019) | 32.0 GT/s | 128b/130b | NRZ | | PCle 4.0 (2017) | 16.0 GT/s | 128b/130b | NRZ | | PCle 3.0 (20 ...

以下文章来源于APPSO ，作者发现明日产品的 APPSO . AI 第一新媒体，「超级个体」的灵感指南。 #AIGC #智能设备 #独特应用 #Generative AI 本文来自微信公众号： APPSO （ID：appsolution） ，作者：appso，原文标题：《刚刚，黄仁勋甩出三代核弹AI芯片！个人超算每秒运算1000万亿 次，DeepSeek成最大赢家》，题图来自：NVIDIA 英伟达GTC大会已经成了AI界超级碗，没有剧本也没有提词器，中途黄仁勋被线缆卡住，反而是这场高浓度AI发布会里最有人味的片段，在当今基本 提前彩排或录播的科技发布会里已经很稀缺了。 黄仁勋再次发布了全新一代核弹级AI芯片，不过这场发布会的还有个隐藏主角——DeepSeek。 由于智能体AI （Agentic AI） 和推理能力的提升，现在所需的计算量至少是去年此时预估的100倍。 推理成本效率给AI行业带来影响，而不是简单地堆积计算能力，成为贯穿这场发布会的主线。 英伟达要变成AI工厂，让AI以超越人类的速度学 习和推理。 推理本质上是一座工厂在生产token，而工厂的价值取决于能否创造收入和利润。因此，这座工厂必须以极 ...

作者 | 王启隆 出品 | CSDN（ID：CSDNnews） 北京时间 3 月 19 日凌晨，NVIDIA GTC 2025 的主会开场演讲来了！ 在黄仁勋的这场演讲前，英伟达股票还是 119.53 美元 。刷推的时候又发现，马斯克的 Grok AI 都 在和网友们吐槽英伟达今年开年不济，相当艰难，需要一场演讲拯救股市，振奋投资者。还有些直 播，直接开了个股市页面实时盯着 NVDA 涨涨停停，画面相当喜感。 两小时的演讲结束后，股价居然还跌了将近 3%…… 今年的演讲主题是「 AI 工厂 」。 英伟达创始人兼 CEO 黄仁勋身穿标志性的皮衣，潇洒上台。 下面先简单总结演讲的内容有哪些（正好黄仁勋自己在最后强调了一遍本次主会的 五大亮点 ），后 文我们再来个 "事无巨细"的 全面回顾 ，带大家云体验一遍全程。 Blackwell 全面投入生产 第一代 Blackwell 芯片还没热乎，英伟达就推出了下一代 Blackwell Ultra，旨在 提升训练和扩展 推理能力。主会上展示了两个版本： 顺带一提，看外媒的现场返图，英伟达这次在 GTC 大会会馆前 摆了个摊卖煎饼 ，黄仁勋 亲自上阵 边吃边卖， 里面穿着 ...

Core Viewpoint - Microsoft is making significant strides in quantum computing, with recent developments suggesting a potential breakthrough in the creation of practical quantum computers, which could revolutionize fields like cryptography and medicine [2][3]. Group 1: Quantum Computing Development - Microsoft has been working on quantum computing for nearly 20 years, led by Chetan Nayak and a team of hundreds, using a riskier approach compared to competitors like Google [2][3]. - The company announced a breakthrough in developing a chip capable of producing Majorana particles, which could accelerate the timeline for practical quantum devices from decades to just a few years [3]. - Microsoft invests approximately $300 million annually in quantum research, which, while modest compared to AI investments, reflects a long-term commitment to the field [3]. Group 2: Challenges and Criticism - Despite progress, there are concerns regarding the reliability of quantum bits (qubits), as even minor disturbances can lead to significant errors [5]. - Critics in the quantum physics community have raised doubts about Microsoft's claims regarding the observation of Majorana particles, suggesting that the data may not support their assertions [7]. - Microsoft is working to enhance the reliability of qubits using topological superconductors, which could help mitigate error rates [5][7]. Group 3: Future Outlook - Executives from Microsoft and other tech companies predict that practical quantum computers driven by qubits could be commercialized within the next few years to a decade [5]. - The ongoing research and development efforts are crucial for establishing a stable quantum computing platform, with the potential to reshape various industries [5][7].

如果您希望可以时常见面，欢迎标星收藏哦~ 编者按 在此前的ISSCC上，英特尔SVP Navid Shahriari发布了题为《AI Era Innovation Matrix 》的演讲。他 出，人工智能具有改变人类的潜力，它提高了我们快速准确地解决复杂问题的能力，并开启了创新和理 的新领域。人工智能的发展速度之快是史无前例的，这要求系统层面的快速发展，从低功耗和边缘人工 能设备到基于云计算的计算，以及连接它们的通信网络。这种对快速人工智能系统扩展的需求正在推动 片、封装、架构和软件领域的创新前沿。 在演讲中，Navid Shahriari介绍了一系列技术。在他看来，这些技术使行业能够在从芯片到系统的各个 层面取得显著进步。他重申，人工智能 (AI) 的快速发展将传统计算技术推向极限，需要可持续且节能的 解决方案来实现并行计算系统的指数级扩展。计算行业必须满足所有行业对计算能力、内存带宽、连接 性、高性能基础设施和 AI 日益增长的需求。 在本文中，作者着重强调了图 1.1.1 所示的技术矩阵的进步，从软件和系统架构到硅片和封装。每个领 域的进步都是必要的，但整个系统必须共同优化，以最大限度地提高性能、功耗和 ...

Investment Rating - The report maintains a positive investment rating for the computer industry [4] Core Insights - The successful development of the "Zuchongzhi No. 3" quantum computing prototype by a Chinese research team has set a new world record in superconducting quantum computing, demonstrating significant performance improvements and establishing China's leading position in this field [2][33] - The launch of the AI agent Manus by a Chinese team marks a significant breakthrough in AI applications, with expected compound annual growth of 72.7% over the next five years [2][34] - Alibaba's introduction of the QwQ-32B model, with 320 billion parameters, showcases China's growing innovation and technological strength in the global AI industry [3][35] Summary by Sections Global Market Performance - U.S. tech stocks continued to decline, while Chinese and Hong Kong tech stocks, as well as A-share computer stocks, saw increases [11] - The Nasdaq China Golden Dragon Index rose by 4.93%, and the Hang Seng Tech Index increased by 8.43% [12] Industry News - The "Zuchongzhi No. 3" quantum computer features 105 readable qubits and 182 coupled qubits, achieving performance that is a trillion times faster than the fastest supercomputer [2][33] - The AI agent Manus can perform various tasks such as travel planning and stock analysis, indicating a major advancement in AI capabilities [2][34] - Alibaba's QwQ-32B model is designed for local deployment on consumer-grade graphics cards, reducing costs for enterprises [3][35] Key Technology Developments - Apple released the M3 Ultra chip, enhancing performance for Mac products with significant improvements in CPU and GPU capabilities [20] - Qualcomm introduced the X85 5G modem, which supports 5G Advanced and offers peak download speeds of up to 10 Gbps [22] - Intel expanded its Core Ultra series, significantly improving multi-core performance and productivity for business applications [25][26]