公众号记得加星标⭐️，第一时间看推送不会错过。 多个标准组织正在积极规划 448G 电气物理层 (PHY) 的发展路径。光互联网络论坛 (OIF) 于 2024 年 7 月启动了 CEI-448G 框架项目，为定义信道特性、调制目标和可达性目标奠定了基础。IEEE P802.3dj 工作组正在将以太网标准扩展至 1.6T 和每通道 200G，并以 448G PHY 为关键构建模块。 超级以太网联盟 (UEC) 和 UALink 正在使电气接口规范与人工智能规模架构要求保持一致，而存储 网络行业协会 (SNIA) 正在举办研讨会，汇聚人工智能、存储和网络领域的观点。开放计算项目 (OCP) 持续推动以部署为导向的规范，解决超大规模采用的外形尺寸、集成模型和运营考量。 这种协作环境确保最终规范在技术上是稳健的并且易于部署，即使每个组织都有独特的侧重点——无 论是以太网协议合规性、电气互操作性、光电链路、人工智能优化还是系统集成。 来源 ：内容 编译自semiwiki 。 迈向更高速网络的步伐始终秉持着相同的核心目标：提高数据速率、降低延迟、提升可靠性、降低功 耗，并在控制成本的同时保持或扩展覆盖范围。对于下一代高 ...

Core Viewpoint - The demand for printed circuit boards (PCBs) is surging due to the accelerated construction of AI computing power infrastructure, with significant growth expected in high-layer boards, high-density interconnect (HDI) boards, and IC substrates. Domestic manufacturers are actively expanding high-end capacity, and it is anticipated that domestic PCB equipment manufacturers will seize the AI PCB boom, validating emerging technologies and capturing incremental demand, leading to an increase in domestic market share and value enhancement [1]. Supply and Demand Trends - Structural demand for high-layer boards, HDI boards, and IC substrates is robust due to AI servers. The overall demand for AI PCBs is outpacing supply, with a projected compound annual growth rate (CAGR) of 11.6% for global market server/storage PCBs from 2024 to 2029, driven by AI demand. The planned output value for high-layer boards, HDI boards, and IC substrates is growing rapidly, with an estimated investment of 41.9 billion yuan from leading domestic AI PCB companies by 2025-2026 [1][2]. AI PCB Upgrades - The usage and specifications of PCBs are evolving due to AI servers. For instance, the configuration of Nvidia's NVL36 includes 36 GPUs, 18 CPUs, and 9 NVSwitches, with even higher usage in the NV72 model. The demand for high-layer and HDI PCBs is increasing, leading to higher requirements for wiring, copper plating, and blind/buried holes [2]. Beneficiaries in AI PCB Equipment - The increase in layers and precision in PCBs is benefiting exposure, drilling, electroplating, and inspection equipment. According to Prismark, the global market value shares for these equipment types are 17%, 21%, 7%, and 15%, respectively. The demand for more precise wiring is raising requirements for LDI equipment, while higher layer counts and complex HDI structures are increasing the need for micro-drilling and laser drilling technologies. The uniformity requirements for micro-hole filling are also rising, with expectations for VCP penetration rates to improve from 55% [3][4].

Core Insights - Meta is set to launch new smart glasses named Hypernova in September, starting at a price of $800, down from an initial plan of $1,000 [2][3] - The Hypernova glasses will feature a display for apps and alerts, and will be controlled via a wrist accessory, indicating a shift towards glasses potentially replacing smartphones in the future [3][4] Pricing and Market Context - Current Meta Ray-Ban glasses are priced between $200 to $400, while Oakley smart glasses can cost up to $500, positioning Hypernova at a premium price point [2] - The price reduction for Hypernova suggests a strategic move to capture a larger market share in the smart glasses segment [2] Technological Features - Hypernova is rumored to include a smartphone-quality camera and a voice-activated AI tool, reflecting advancements in wearable technology [4] - The glasses are designed to work in conjunction with mobile phones, hinting at a future where they may serve as standalone devices [3][4] Industry Trends - EssilorLuxottica reported a more than 200% increase in sales of Ray-Ban Meta glasses in the first half of the year, indicating strong market demand for smart eyewear [5] - The convergence of AI, sensory technology, and healthcare data is seen as a transformative trend in the eyewear industry, as stated by EssilorLuxottica's leadership [5] Competitive Landscape - Google is also entering the smart glasses market with its Android XR operating system, partnering with eyewear brands to create AI-equipped glasses, which may intensify competition in the sector [6][7] - The vision of AI assistants integrated into eyewear is a common theme among tech companies, suggesting a growing trend towards augmented reality and smart devices [7]

| 机器之心报道 | | --- | | 编辑：Panda | | 昨晚，深度求索在用户群里宣布「DeepSeek 线上模型版本已升级至 V3.1，上下文长度拓展至 128k」并更新了 UI （去掉了 DeepThink 旁的 R1 标示）之后，在 Hugging Face 发布了一款新模型 DeepSeek-V3.1-Base 。 | | 模型地址：https://huggingface.co/deepseek-ai/DeepSeek-V3.1-Base | | 从名字也能看出来，该模型是 DeepSeek-V3 系列最新的基础模型。至于为什么命名为 V3.1，而不是像之前以前命名为 V3 带四位日期数字的形式（如 V3-0324）， | | 尽管社区有诸多猜测，但深度求索官方尚未给出明确说明 —— 和该公司之前的操作一样，这一次同样是模型先行，说明和宣传还在后面。 | | 该模型一发布就吸引了 AI 社区的广泛关注，短短几个小时就已经冲上了 Hugging Face 热门模型榜第 4 位！ | 具体技术指标上，DeepSeek-V3.1-Base 与 DeepSeek-V3 差别不大，同样的参数量，采用了 ...

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.@Meta confirmed that it is breaking up its AI Superintelligence Labs into four divisions focused on research, infrastructure, and product development, part of a broader effort to accelerate progress toward so-called “superintelligence." https://t.co/gcGdOFK3cP ...

Core Insights - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving C3.ai, Inc., focusing on whether the company and its executives made false or misleading statements or failed to disclose material information to investors [1] - C3.ai reported first quarter fiscal year 2026 financial results that were significantly below expectations, with CEO Thomas M. Siebel describing the sales results as "completely unacceptable" [3] - Following the disappointing financial results, C3.ai's stock price fell by more than 25% [3] Company Overview - C3.ai operates as an enterprise artificial intelligence application software company [2] Legal Context - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [4]

Group 1 - Robust sales growth is essential for generating profits and achieving scaling efficiencies, as demonstrated by Nvidia's significant sales growth in its Data Center segment [2] - Margin performance indicates operational efficiency, with expansion reflecting better cost controls and improved financial health [3] - Companies like Netflix have successfully leveraged pricing power without losing subscriptions, resulting in margin boosts and rising share prices [4] Group 2 - Innovation is critical for maintaining and expanding market share, with Nvidia's advancements in artificial intelligence positioning it as a market leader [5] - Favorable earnings estimate revisions are crucial for stock price increases, with the Zacks Rank system helping investors capitalize on these trends [6] - Key factors for outperformance include robust sales growth, margin expansion, innovation, and favorable earnings estimate revisions [7]

Company Performance - Nvidia's stock closed at $175.64, reflecting a -3.5% change from the previous day, underperforming the S&P 500's loss of 0.59% [1] - Over the past month, Nvidia's stock has increased by 6.2%, outperforming the Computer and Technology sector's gain of 3.91% and the S&P 500's gain of 2.49% [1] Upcoming Earnings - Nvidia is set to release its earnings report on August 27, 2025, with an expected EPS of $1, representing a 47.06% increase from the prior-year quarter [2] - The consensus estimate forecasts revenue of $45.91 billion, indicating a 52.83% growth compared to the same quarter of the previous year [2] Full Year Estimates - For the full year, the Zacks Consensus Estimates project earnings of $4.26 per share and revenue of $198.61 billion, showing increases of +42.47% and +52.2% respectively from the previous year [3] Analyst Sentiment - Recent changes in analyst estimates for Nvidia reflect favorable business health and profitability outlooks, with positive revisions indicating a strong near-term business trend [3][4] Zacks Rank - Nvidia currently holds a Zacks Rank of 3 (Hold), with the Zacks Rank system showing a track record of superior performance, particularly for 1 (Strong Buy) stocks which have averaged an annual return of +25% since 1988 [5] Valuation Metrics - Nvidia is trading at a Forward P/E ratio of 42.71, which is a premium compared to the industry average Forward P/E of 38.75 [6] - The company has a PEG ratio of 1.51, significantly lower than the industry average PEG ratio of 3.72 [6] Industry Context - The Semiconductor - General industry, part of the Computer and Technology sector, ranks in the top 17% of all industries according to the Zacks Industry Rank [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1, indicating a strong competitive position for Nvidia within its industry [7]

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