重温《英伟达 GTC 2025》：挖掘 AI 算力需求预期差？ 20250706 摘要 美股算力领域表现突出，主要由推理和训练需求共振驱动，需关注大模 型和应用，而非仅依赖产业链数据。GTC 大会参会人数增加，AI 产业人 士占比提升，表明其对 AI 产业的重要性增强，蕴含大量信息差和预期差。 算力需求空间与 TOKEN 量密切相关，计算需求不断增加推动了这一趋 势的发展。海外算力公司的涨幅显著，仅靠传统业绩思路无法解释，需 深入分析 TOKEN 量如何影响计算需求，以及这些因素如何驱动未来趋 势。 Agentic AI 是推理模型衍生出的 AI 范式，强调任务分布执行和规划， 以完成某个任务为终极目标，通过拆解、分布、规划和执行来实现，能 够处理连续、多步骤的复杂或简单任务。 黄仁勋指出，现在不仅有预训练阶段，还有后训练（post training）和 测试时间（test time），这三个阶段都存在算力需求通胀，因此现在有 三条 skin law 曲线。 Q&A 全球 AI 算力跟踪的现状如何？与以往相比有哪些变化？ 当前全球 AI 算力的跟踪方式与以往有显著不同。过去主要通过产业链数据进行 跟踪，但这种 ...

What if we lived in a world in which our brains could control robotic prosthetics, play video games, and do work without us having to use our hands. How about a world in which we finally get an answer to a question probably as old as humanity: What is consciousness. These were some of the topics discussed during Neuralink's Summer 2025 Update in June.And according to co-founder Elon Musk, it's also what the brain chip company is aiming to achieve. Here are the most important moments from the conference. Neu ...

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As far as the number of people that may be lost, maybe the number of fatalities, as you mentioned, they have confirmed some fatalities. We just don't have a clear picture yet. When you look at those images, this has just been an unprecedented historical flooding event there.Watching our coverage through some of our affiliates there. I mean, this is an area. Keep in mind that today on the 4th, there were campgrounds there.There were homes. There were people that were seemingly caught off guard by this floodi ...

Vests used for decades in military-type training are now popular with middle-aged women and other power walkers. What does the research say? https://t.co/iwSUanh2iA ...

Officials report an unconfirmed number of fatalities in central Texas as torrential rainfall triggers catastrophic flooding with water rescues ongoinghttps://t.co/LOEMiIXtTd ...

（原标题：和讯投顾颜胜：新的节点已至，稳定币、电力谁能突围） 其次就是芯片半导体，昨日大师兄视频提示半导体还得留意其中核心城邦和好尚的反馈，而好尚竞价深 水开盘后直接被砸至地板，这导致了芯片半导体的巨大分歧，台美大为戒备资金兑现，而午后资金意图 通过低位的盈方带动资金回流，但无奈指数冲高回城邦也再度回到水下，这就意味着短期半导体需要休 整才会有新的机会，而医药近期也是反复活跃，除了之前的创新药以外，近期脑机接口概念也是被资金 持续炒作，而其中塞利更是4连成功，热井也是大号20厘米助攻，但细心的师弟会发现盘中脑机概念正 宗的创新炸板回落，并且塞利尾盘仍出现大资金抢跑，这就意味着周一脑机又会面临分歧考验，而脑机 能否再进一步，其中前排的赛利能否顶住压力就较为关键。至于PCB概念的中金虽然冲高回落，但但从 走势上来看趋势依旧良好，而且陈小群清仓离场对于市场来说轿子反而更轻了，因此并不代表其已经结 束。而关于电力近期有信息表示超10省市最高气温将超37度，而历来夏天电力都有一波强势的炒作，那 么接下来仍可持续关注天气的变化。如果高温不断，电力方向或将有望得到资金的青睐。 和讯投顾颜胜分析，这次陈小群真没人跟他玩了，之 ...

CROSSING BARRIERS AND DEFEATING DEGENERATION MAY 2025 ©2025 Denali Therapeutics Inc. DISCLAIMERS Forward-Looking Statements. This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements do not relate strictly to historical or current facts and they may be accompanied by such words as "anticipate," "believe," "could," "estimate," "expected," "forecast," "intend," "may," "plan," "potential," "possible," "futu ...