NEW YORK, June 04, 2025 (GLOBE NEWSWIRE) -- Cipher Mining Inc. (NASDAQ:CIFR) (“Cipher” or the “Company”) today released its unaudited production and operations update for May 2025. Key Highlights Key MetricsMay 2025BTC Mined1179BTC Sold64BTC Held2966Deployed Mining Rigs75,000Month End Operating Hashrate (EH/s)13.5Month End Fleet Efficiency (J/TH)18.9 1 Includes May power sales estimates (based on current meter dat ...

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 servethehome 。 Cornelis Networks 在英特尔剥离 Omni-Path 技术后接手了这项技术，如今该公司推出了新一代 400Gbps 产品。Cornelis CN5000 将 400Gbps Omni-Path技术带入人工智能和高性能计算 (HPC) 市场。同时，该公司分享了未来愿景，计划在下一代产品中采用 UltraEthernet 技术。 400Gbps 网络发展迅速。其中一大推动力是人工智能的扩张。更快的 AI 网络意味着大量 GPU 可 以更快地发送和接收任务，从而获得更高的利用率。没有什么比能够提高数十亿美元 GPU 的利用 率更能体现投资回报率了。 新款 Cornelis CN5000 采用 400G SuperNIC 设计（SuperNIC 也是NVIDIA和其他公司使用过的 术语）。它可以连接到 48 端口交换机或最多 576 端口的导向器交换机。Cornelis 为生态系统制 造了 SuperNIC 和交换机 ASIC。 这一代的导向器级交换机不仅采用风冷，还配备了液冷版本。我们听到多家大型AI公司讨 ...

先进封装成为下１个技术帝国的边疆要塞，不是偶然，而是3股力道推动出来的必然结果。 第1股力道是算力井喷，但制程进展放缓，芯片必须被切割、堆叠、重组。陆行之表示，你能做到 5奈米，不代表你能塞进20倍算力，光罩极限挡住了芯片的面积，只有Chiplet 能绕过这道墙， Ncidia Blackwell 就是这样诞生的。 第2股力道则是应用百变，芯片不再单一适配，系统设计走向模组化。陆行之说，1种芯片搞定所 有应用的时代已经结束，AI训练、自驾决策、边缘运算、AR装置……每1个应用都需要不同组合 的矽，先进封装加Chiplet，就是设计弹性与效率的平衡解答。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自 自由时报 。 半导体的改变正在加速，先进封装，不再是边角料。知名分析师陆行之表示，棋盘中央如果说先进 制程是矽时代的权力中枢，那么先进封装，正在成为下１个技术帝国的边疆要塞。 陆行之在脸书上贴文指出，10年前，这条路线曾被误解，甚至被忽视，但10年后的今天，它已悄 悄从「非主流的Plan B」变成「主流赛道的Plan A」。 第3股力道则是资料搬运成本飙升，能耗变成第１瓶颈。在AI 芯片里，搬资料的耗能 ...

Proposed business combination will create a public company engaged in Crypto Mining, Artificial Intelligence (“AI”), and High-Performance Computing (“HPC”) Data Hosting Markets BlockchAIn Digital Infrastructure Generated Audited Revenue of $26.8 million and Net Income of $5.7 million in 2024 Includes an Earnout if BlockchAIn Digital Infrastructure achieves or exceeds EBITDA of $25 million for 2026 Transaction to be completed at a significant premium to SGN’s current stock price SCOTTSDALE, AZ, May 28, 2025 ...

龙迅股份分析师会议 调研日期：2025年05月20日 调研行业： 参与调研的机构：线上参与龙迅股份2025年第一季度业绩说明会 的全体投资者等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START S ...

如果您希望可以时常见面，欢迎标星收藏哦~ 他还表示，AMD计划通过面向包括中小企业在内的中低价位产品"EPYC 4005"系列，拓展业务领 域。他说："虽然电信公司、金融机构等大型客户最重视性能，但许多一般IT企业则更关注能源和 成本，因此我们将扩大产品线，以开拓更多市场。" AMD 也 将 在 合 适 时 机 量 产 并 推 出 下 一 代 服 务 器 处 理 器 。 AMD 宣 布 ， 计 划 明 年 推 出 的 下 一 代 "EPYC" （ 代 号 Venice ） 将 采 用 台 积 电 2 纳 米 （ nm ） 级 "N2" 制 程 工 艺 ， 这 是 高 性 能 计 算 （HPC）芯片首次使用N2制程。 来源：内容 编译自 chosun ，谢谢 。 "韩国不仅在人工智能（AI）方面，在云服务、金融、移动通信等多个产业领域的技术都非常先 进，对AMD而言是一个极其重要的市场。鉴于我们已经证明在性能和能效方面优于竞争对手， AMD计划加快对韩国市场的攻势。" 这是AMD高级副总裁丹·麦克纳马拉（Dan McNamara）在5月14日于京畿道城南市首尔板桥万怡 万豪酒店接受《朝鲜财经》采访时所说。麦克纳 ...

Group 1 - Deca Technologies has signed an agreement with IBM to implement its M-Series™ and Adaptive Patterning® technologies in IBM's advanced packaging facility in Bromont, Quebec [1][2] - The collaboration aims to enhance IBM's advanced packaging capabilities, positioning the Bromont plant as a critical hub for high-performance packaging and chiplet integration [2][4] - Deca's M-Series platform is recognized as the highest-volume fan-out packaging technology globally, with over seven billion units shipped, and the MFIT™ technology offers cost-effective alternatives for chiplet integration [3][6] Group 2 - The partnership reflects a shared commitment to advancing semiconductor packaging, combining IBM's capabilities with Deca's technology to expand the global supply chain for high-performance chiplet integration [4][5] - Advanced packaging and chiplet technology are essential for improving computing solutions in AI and data-heavy applications, with Deca's involvement ensuring IBM's Bromont facility remains innovative [5] - Deca Technologies is a leading provider of advanced packaging technology, with its M-Series™ fan-out technology emerging as a key industry standard for future semiconductor applications [6]

Core Insights - AEM Holdings Ltd. collaborates with Intel Foundry to enhance access to System-Level Test (SLT) and Burn-In capabilities for advanced computing devices, aiming to accelerate time-to-market for fabless customers [1][2][5] Group 1: Collaboration Details - The partnership leverages decades of collaboration to create a mature SLT and Burn-In ecosystem, essential for high-performance computing (HPC) and artificial intelligence (AI) applications [1][2] - AEM provides device-specific configurable test units, advanced handlers, and software support, complementing Intel Foundry's services such as factory automation and test program development [3][9] Group 2: Customer Benefits - Key benefits for customers include enhanced test coverage, reduced capital expenditure, and faster time-to-market, supported by a scalable platform and local engineering teams [5][6][9] - The collaboration aims to meet rising performance demands and facilitate chiplet-based architectures, ensuring reliability for AI and HPC applications [5][6] Group 3: Company Overview - AEM Holdings Ltd. is a global leader in test innovation with a presence across Asia, Europe, and the United States, offering comprehensive semiconductor and electronics test solutions [7][8]

Bit Digital (BTBT) Q1 2025 Earnings Call May 16, 2025 10:00 AM ET Company Participants Cameron Schnier - Head of Investor RelationsSamir Tabar - Chief Executive OfficerErke Huang - CFO & DirectorBenjamin Lamson - Head of RevenueBilly Krassakopoulos - CEOMike Grondahl - Head of Equities & Director of Research Conference Call Participants George Sutton - Partner & Senior Research AnalystBrian Dobson - Managing Director & Senior Research AnalystNick Giles - Senior Research AnalystJoe Gomes - Senior Generalist ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $25.1 million, a 17% decrease year over year and slightly below the $26.1 million reported in Q4 2024 [19] - Bitcoin mining revenue was $7.8 million, down 64% year over year and 26% sequentially, reflecting the impact of the April 2024 halving event and increased network difficulty [20] - Cloud services revenue increased 84% year over year and 14% sequentially to $14.8 million, supported by new contracts [20] - Gross profit was $12.3 million, representing a total gross margin of 49%, compared to 47% in the same quarter last year [21] - Adjusted EBITDA was negative $44.5 million, primarily due to a $49.2 million mark to market loss on digital asset holdings [23] - GAAP net loss per share was $0.32, compared to earnings of $0.43 per share in Q1 2024 [24] Business Line Data and Key Metrics Changes - Mining segment revenue decreased 64% year over year and 26% sequentially, with production declining 80% year over year to 83 bitcoins [5][20] - Cloud services gross margin expanded to 59% from 52% in the previous quarter, reflecting improved utilization and scale [21] - Colocation services gross margin improved modestly to 67% [21] Market Data and Key Metrics Changes - Active Hash rate stood at approximately 1.5 exahash, with fleet efficiency at approximately 24.5 joules per terahash [6] - The market value of digital asset positions appreciated on a mark to market basis, with Bitcoin and Ethereum prices increasing by 25% and 40% respectively since the quarter end [24] Company Strategy and Development Direction - The company is focused on investing in data center build-out and cloud services, with a strategy to secure multiyear contracts with creditworthy counterparties [11][12] - The company aims to pursue nondilutive financing structures to support the expansion of its HPC platform [26] - The acquisition of a 95-acre property in North Carolina is intended for data center development, with a robust pipeline of over 500 megawatts of potential capacity under evaluation [15][16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges in the mining segment due to market conditions but expressed confidence in the growth of cloud services and colocation segments [5][19] - The company remains optimistic about securing large contracts with annualized revenue potential above $100 million [11] - Management emphasized the importance of maintaining a strong liquidity position to build trust with customers and execute growth strategies [28] Other Important Information - The company raised approximately $10 million through its ATM program during the first quarter and an additional $48 million subsequent to the quarter end [27] - The company sold approximately $32 million worth of Bitcoin holdings during the quarter to help fund growth [28] Q&A Session Summary Question: Update on white fiber rebranding and platform initiatives - The rebrand has been well received, with positive feedback on the new website and upcoming first-to-market technology announcements expected soon [32][33] Question: Demand from hyperscalers and enterprise users - Strong demand is observed from hyperscalers and medium-sized NeoClouds for capacity, with updates expected in the coming months [40] Question: Reason for customer contract start date shift - The shift in start date was due to internal product development schedule changes, and the company is prepared to utilize the GPUs for other contracts if necessary [44][47] Question: Expansion in the US versus Canada - The company is evaluating over 500 megawatts of potential capacity across both Canada and the US, focusing on retrofitting existing sites for efficiency [52][54] Question: Balancing equity issuance and liquidating investments - The company maintains flexibility with its ATM program while balancing equity issuance with selling digital assets to fund growth responsibly [60][62] Question: Gross margin profile changes and GPU procurement strategy - The company aims to increase margins by spreading operating lease costs over a larger revenue base and continues to minimize speculative procurement risks [71][78]