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X @Bloomberg
Bloomberg· 2025-06-27 13:46
Iceland’s inflation unexpectedly picked up for the second month in three, damping expectations for further easing by the Atlantic nation’s central bank https://t.co/yU6QFKbjzs ...
科技巨头,“反击”英伟达
半导体芯闻· 2025-06-27 10:21
Core Viewpoint - The article discusses the increasing competition in the AI chip market, particularly how major tech companies like Google and Meta are accelerating their development of custom chips to reduce reliance on Nvidia's GPUs, with predictions that ASIC shipments will surpass Nvidia's AI GPU shipments as early as next year [1][2]. Group 1: Market Dynamics - Nvidia has historically dominated the AI chip market, holding over 80% market share in AI servers, while ASIC-based servers currently account for only 8% to 11% [2][4]. - Google is expected to ship between 1.5 million to 2 million of its self-developed AI chips (TPUs) this year, while Amazon's AWS is projected to ship 1.4 million to 1.5 million ASICs, bringing their combined shipments close to half of Nvidia's estimated annual GPU shipments of 5 million to 6 million [2][4]. Group 2: Cost Efficiency - The key advantage driving tech giants to develop their own chips is the reduction in Total Cost of Ownership (TCO), with ASICs potentially saving 30% to 50% in TCO compared to GPUs [3]. - Google claims its TPUs can deliver three times the performance of Nvidia GPUs per unit of energy consumed, highlighting the efficiency of custom chips [3]. Group 3: Competitive Landscape - Meta is focusing on launching its new high-performance ASIC chip "MTIA T-V1" in Q4 of this year, aiming to outperform Nvidia's next-generation AI GPU "Rubin" [5]. - Despite ambitious plans, Meta faces production challenges due to limited advanced packaging capacity from TSMC, which can only provide 300,000 to 400,000 units, creating a bottleneck [5]. Group 4: Nvidia's Response - In response to the competitive threat, Nvidia has opened its proprietary "NVIDIA NVLink" communication protocol to facilitate integration with other companies' CPUs or ASICs, aiming to retain its major clients [6]. - Nvidia's established software ecosystem, CUDA, remains a significant barrier for competitors, as it allows AI developers to efficiently build and deploy applications, maintaining Nvidia's competitive edge [6].
Tasveer Film Fund Kicks Off 2025-2026 with Netflix, Awards Four $35K Grants to Emerging-Mid Level Filmmakers
GlobeNewswire News Room· 2025-06-27 08:32
Core Insights - The Tasveer Film Fund (TFF) is launching its 6th cycle in partnership with Netflix, focusing on supporting original short films that highlight untold South Asian stories [1][4] - This year, TFF will award four grants of $35,000 each to mid-level South Asian filmmakers based in the U.S. or Canada [1][3] - The Tasveer Film Market will take place from October 7–10, 2025, where nine finalists will pitch their projects to a jury of industry professionals [3][6] Tasveer Film Fund Overview - Since its inception in 2020, the Tasveer Film Fund has supported 15 filmmakers, many of whom have achieved success in the industry [3][8] - The fund aims to elevate South Asian narratives globally, providing not just financial support but also a platform for visibility and connection [4][6] Tasveer Organization Background - Founded in 2002, Tasveer is a nonprofit organization based in Seattle, dedicated to inspiring social change through South Asian films and storytelling [7] - Tasveer operates the only Oscar®-qualifying South Asian film festival and launched the Tasveer Film Market in 2023 to connect South Asian stories with global executives [8] Netflix's Role - Netflix, with over 200 million subscribers globally, supports initiatives like the Tasveer Film Fund to amplify diverse voices in storytelling [9]
X @Cointelegraph
Cointelegraph· 2025-06-27 07:10
Keep your eyes on what's happening in Asia's crypto scene this week here:https://t.co/RbOaZhVFYC ...
Tasveer Film Fund Kicks Off 2025-2026 Cycle with Netflix, Awards Four $35,000 Grants to Emerging-Mid Level Filmmakers
GlobeNewswire News Room· 2025-06-26 22:46
SEATTLE, WA, June 26, 2025 (GLOBE NEWSWIRE) -- Tasveer, the leading film organization based in Seattle, proudly launches the 6th cycle of the Tasveer Film Fund (TFF) in continued partnership with Netflix. The Tasveer Film Fund supports groundbreaking original short films that center around the perspective of untold South Asian stories.This year, the program expands its impact by awarding four grants of $35,000 each to mid-level South Asian filmmakers based in the U.S. or Canada. V2 Film Fund 2025 From a po ...
Delek US(DK) - 2017 Q4 - Earnings Call Presentation
2025-06-26 13:13
Delek US Holdings, Inc. Investor Presentation March 2018 Disclaimers Forward Looking Statements: Delek US Holdings, Inc. ("Delek US") and Delek Logistics Partners, LP ("Delek Logistics"; collectively with Delek US, defined as "we", "our") are traded on the New York Stock Exchange in the United States under the symbols "DK" and "DKL", respectively, and, as such, are governed by the rules and regulations of the United States Securities and Exchange Commission. These slides and any accompanying oral and writte ...
Millennial Potash Intersects Additional Robust Potash Mineralization in BA-004 at Its Banio Potash Project in Gabon
Newsfile· 2025-06-26 12:00
Millennial Potash Intersects Additional Robust Potash Mineralization in BA-004 at Its Banio Potash Project in GabonJune 26, 2025 8:00 AM EDT | Source: Millennial Potash Corp.Vancouver, British Columbia--(Newsfile Corp. - June 26, 2025) - Millennial Potash Corp. (TSXV: MLP) (OTCQB: MLPNF) (FSE: X0D) ("MLP", "Millennial" or the "Company") is pleased to announce that it has completed drillhole BA-004 at the North Target on its Banio Potash Project in Gabon. As part of Millennial's Phase 2 drill p ...
Osisko Development (ODV) Earnings Call Presentation
2025-06-26 11:45
JUNE 2025 REVIVING HISTORIC MINING CAMPS IN NORTH AMERICA Gradient CAUTIONARY STATEMENTS CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING INFORMATION Certain statements contained in this presentation (this "Presentation") may be deemed "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995 and "forward-looking information" within the meaning of applicable Canadian securities legislation (together, "forward-looking statements"). These forward-looki ...
策略点评:论第四次_突破尝试”的有效性
Bank of China Securities· 2025-06-26 09:15
Market Overview - The Wind All A Index achieved three consecutive gains from June 23 to June 25, 2025, increasing market attention on whether the index can break through the previous consolidation platform[6] - As of June 25, the slow line reported 38.4% and the fast line reported 53.9%, indicating the current moving average system is in a "consolidation market" environment[6] BOCIASI Indicator Insights - The BOCIASI sentiment indicator is currently at 62.0%, suggesting that there is still room for upward movement in the index, but caution is warranted due to the high absolute levels[4][7] - The slow line's reduction threshold in a "consolidation market" is set at 44.0%, while the fast line's reduction threshold is at 70.0%[4][6] Investment Strategy Recommendations - Investors are advised to maintain current positions without reducing holdings, while adjusting the portfolio structure to prioritize "controlling drawdowns" over "beating the index"[7] - Even if the brokerage sector continues to rise and leads the index to break the box, there remains a possibility of a subsequent pullback, similar to the experience from October 8 to October 17, 2024[7] Risk Considerations - There is a risk of irrational market fluctuations triggered by unexpected events, which could impact investment strategies[10][7]
Besra Gold Announces Significant Strides in Jugan Project BFS H1 2025 Jugan Project Update
Newsfile· 2025-06-25 16:55
Besra Gold Announces Significant Strides in Jugan Project BFS H1 2025 Jugan Project UpdateJune 25, 2025 12:55 PM EDT | Source: Besra Gold Inc.HighlightsH1 2025 has seen significant strides in derisking key Bankable Feasibility Study (BFS) workstreams for the Jugan Project during H1 2025 including:Metallurgical test work.Trialling alternative processing techniques.Geotechnical assessment and tailings management studies.Hydrogeological groundwater studies.Mineral Resource Estimate update for Jug ...