The contrarian investor is taking a stance against the GPU makers in favor of a different type of chip.David Tepper is one of the most successful investment managers on Wall Street. His Appaloosa Management hedge fund has produced gross annualized returns of more than 28% since its inception in 1993. That far outpaces the S&P 500's annualized return over the last 32-plus years of about 10.6%.Tepper is best known for buying distressed debt from companies close to bankruptcy. In fact, Appaloosa was considered ...

公司动态 萝卜快跑与 Uber 达成战略合作，全球部署数千台无人驾驶汽车 萝卜快跑宣布与全球最大的移动出行服务平台 Uber 建立战略合作伙伴关系，将萝卜快跑无人驾驶出行服务拓展至美国和中国大陆以外的全球多个市场。按 照计划，数千辆萝卜快跑无人驾驶汽车将接入 Uber 全球出行网络，为更多用户带来人人可用且稳定可靠的无人驾驶出行服务。截至发稿，百度美股盘前涨 超4.56%。（上证报） 泡泡玛特：预期截至2025年6月30日止六个月溢利较去年同期增长不低于350% 泡泡玛特公告，预期本集团截至2025年6月30日止六个月之收入可能较截至2024年6月30日止六个月之收入增长不低于200%；预期本期间本集团溢利（不包 括未完成统计的金融工具的公允价值变动损益）较本集团去年同期溢利可能录得增长不低于350%。（36氪） 茶百道新加坡首批两家门店开启试营业 奥克斯向港交所提交上市申请 港交所文件显示，奥克斯电气有限公司向港交所提交上市申请书，独家保荐人为中金公司。如今，海外市场成为奥克斯突围的关键。2025年 Q1 奥克斯海外 收入占比达57.1%，成为主要营收来源。2019年奥克斯建立泰国生产基地，在日本设立研发中 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 不断增长的人工智能（AI）需求暴露出一个严峻的"计算危机"，其特点是能源消耗不可持续、训练成本过高以及传统互补式金属氧化物 半导体（CMOS）微缩技术接近极限。「基于物理的专用集成电路（ASIC）」提供了一种变革性的范式，它直接利用固有的物理动力学 进行计算，而不是耗费资源来强制实现理想化的数字抽象。 通过放宽传统ASIC所需的约束，例如强制无状态性、单向性、确定性和同步性，这些设备旨在作为物理过程的精确实现而运行，从而在 能源效率和计算吞吐量方面获得显著提升。这种方法能够实现新颖的协同设计策略，使算法需求与物理系统固有的计算原语相吻合。 基于物理的ASIC可以加速关键的AI应用，例如扩散模型、采样、优化和神经网络推理，以及材料和分子科学模拟等传统计算负载。最 终，这一愿景指向了一个异构、高度专业化的计算平台未来，它能够克服当前的扩展瓶颈，并开启计算能力和效率的新前沿。 一、引言：计算危机 在过去十年中，人工智能（AI）应用的快速扩展显著增加了对计算基础设施的需求，暴露了基础硬件范式中的关键限制。支撑AI模型的 基础设施从未考虑到今天的规模、复杂性或能源需求。因 ...

Puerto Rican superstar Bad Bunny breaking records in the island he calls home [Music] and making history with his first ever residency at San Juan's biggest venue. >> We were there when it started. That 30 concert series sold out in less than 4 hours.The energy is extraordinary. It's because Bad Bunny, who reserved the first nine nights for Puerto Ricans only, has prompted a paradigm shift. >> It's like a wave. It's different.We haven't had anything like this before. >> What's different is Bad Bunny's new m ...

Core Viewpoint - The article emphasizes the critical role of the physical layer (PHY) in data communication, particularly in the context of emerging technologies such as artificial intelligence and high-performance computing, highlighting its importance in meeting the increasing demands for bandwidth, low latency, and energy efficiency [3][6][11]. Summary by Sections Importance of PHY - The physical layer has evolved from supporting traditional industries to becoming foundational for AI factories and large-scale data centers, acting as a key driver for data transmission and communication [3]. - As data centers handle massive amounts of data, the significance of PHY increases, especially for AI and HPC workloads that require unprecedented system performance [3][6]. Standards and Applications - Understanding the physical layer is crucial for maintaining competitiveness in various applications, with different standards developed to address specific issues [4]. - Standards like HDMI and DisplayPort illustrate the need for compatibility and efficiency in system design, balancing cost and functionality [5]. Design Challenges - Designing PHY for speeds exceeding 100G presents numerous challenges, including process technology dependence, signal integrity, system design constraints, and packaging integration [8]. - The transition from NRZ to PAM signaling represents a significant shift in technology, necessitating advanced design techniques to meet increasing bandwidth demands [7][8]. Chip-to-Chip Communication - The development of chip-to-chip communication standards, such as UCIe, aims to achieve high bandwidth with low power consumption, which is essential for modern 3D systems [9]. - The integration of multiple dies in a system-on-chip (SoC) architecture requires careful consideration of physical layer protocols to optimize performance [9][10]. Collaboration Between Disciplines - Effective collaboration between analog and digital engineers is necessary to bridge the gap between different domains, ensuring that physical effects are adequately addressed in system design [10][11]. - A comprehensive understanding of how physical effects impact system performance is vital for optimizing designs and achieving desired outcomes [11]. Future Outlook - As the industry progresses towards higher standards like 448G, the challenges will intensify, particularly with the emergence of chip decomposition and optical I/O [11]. - The PHY layer is increasingly viewed as a strategic enabler, necessitating continuous innovation and commitment to pushing technological boundaries [11].

会议要求，行业企业要把思想和行动统一到党中央决策部署上来，认真落实好国务院常务会 议精神，切实推动产业健康可持续发展。 一是加强监督检查。 深入推进产品价格监测、产品 一致性监督检查、缩短供应商货款账期等工作，开展网络乱象专项整治、产品质量监督抽检 和缺陷调查，确保产品安全、质量可靠。 二是健全长效机制。 进一步完善政策举措，加强全 国统一大市场建设，推动汽车产业提质升级。建立与新能源汽车行业企业交流会商机制，积 极听取问题、建议和诉求反映，营造良好发展环境。 三是强化标准引领。 加快出台新能源汽 车电耗限值、电池回收利用安全等标准，引导企业深化科技创新，持续提高产品质量和安全 水平，不断增强自身竞争力。 四是加强行业自律。 发挥行业协会作用，倡导合法、公平、诚 信、正当、有序的行业竞争，共同抵制"网络水军""黑公关"等网络乱象，着力营造积极向 上、文明有序的发展环境。 工业和信息化部等部门召开新能源汽车行业座谈会 部署进一步规范新能源汽车产业竞争秩序 工作 贯彻落实国务院常务会议精神，7月18日，工业和信息化部、国家发展改革委、市场监管总局 联合召开新能源汽车行业座谈会，部署进一步规范新能源汽车产业竞争秩序 ...

[Applause] or raise your hand if you've ever felt like you didn't belong. Me too. I used to think belonging was like this coin before I flip it.Quantum physics tells us that it exists in what's called superp position. So it's both heads and tails simultaneously. But the moment I look, reality collapses into a single truth.For years I live suspended in my own superp position. Stuck on the edge of belonging. Not heads enough here, not tails enough there.Hovering in a place between possibilities. Until I learn ...

Group 1 - Huang Renxun, CEO of Nvidia, predicts that the next wave of artificial intelligence will be Physic AI, which uses fundamental principles to replace human coding and algorithm description for result prediction [1] - The shift from current text/image models to industrial simulation and biomedicine indicates a potential transformation in investment logic within the industry [1] - If Physic AI achieves autonomous derivation of physical laws, it could disrupt traditional simulation tools and advance industries like autonomous driving and material research [1] Group 2 - The launch of the domestically produced "Pinyuan AI Integrated Machine" series in Shenzhen marks a significant breakthrough in China's AI hardware, achieving full domestic control over key software and hardware technologies [2] - The Pinyuan AI Integrated Machine features 16 domestically produced Jiangyuan D10 AI inference acceleration cards, enhancing model inference efficiency by 300% in text generation and image recognition scenarios [2] - This development is expected to strengthen national technology security and reduce reliance on foreign technologies, while promoting AI applications in enterprises and government [2] Group 3 - The recent registration of the "Fengyu" large model by SF Technology and other AI services indicates a speeding up of industry standardization, with a total of 439 generative AI services registered as of June 30, 2025 [3] - The entry of traditional giants like SF into the generative AI space signifies the expansion of large models from the internet into logistics and telecommunications sectors [3] - Companies are now required to demonstrate that their technologies can effectively reduce costs and improve efficiency, moving beyond mere concepts [3]

UAE highway plays Beethoven's 'Ode to Joy' on special rumble strips. For more context and news coverage of the most important stories of our day, click here: https://www.nbcnews.com » Subscribe to NBC News: http://nbcnews.to/SubscribeToNBC » Watch more NBC video: http://bit.ly/MoreNBCNews NBC News Digital is a collection of innovative and powerful news brands that deliver compelling, diverse and engaging news stories. NBC News Digital features NBCNews.com, MSNBC.com, TODAY.com, Nightly News, Meet the Press, ...

A huge fire at Belgium’s #Tomorrowland #EDM music festival site has “severely damaged” the main stage two days before the event was due to start, organizers said. For more context and news coverage of the most important stories of our day, click here: https://www.nbcnews.com » Subscribe to NBC News: http://nbcnews.to/SubscribeToNBC » Watch more NBC video: http://bit.ly/MoreNBCNews NBC News Digital is a collection of innovative and powerful news brands that deliver compelling, diverse and engaging news stori ...