作为本次活动的重要环节，"AI for Science天津在行动"经验模式与发展倡议正式发布。天津市科技局党 委书记、局长崔振平介绍了天津推动AI for Science创新发展的"2511"模式——2个平台引领、5个模块支 撑、1个资源池汇聚和1个百亿级产业集群引育，系统构建"算力共用、算法共享、生态共建"的创新生 态，有力支撑天津市数字经济高质量发展，为北京（京津冀）国际科技创新中心建设注入新动能。 国家高性能计算机工程技术研究中心、中国科学院自动化研究所、国家超算天津中心、南开大学、天津 大学、信创海河实验室6家发起单位联合发出天津倡议。倡议呼吁，紧扣科研范式变革与产业升级需 求，以协同创新突破技术瓶颈，以开放合作汇聚发展合力，推动AI for Science健康有序发展，为我国科 技进步贡献天津智慧与天津力量。 中国科学院院士、超算互联网总体专家组组长钱德沛说，科学研究正处于从计算科学向智能科学演进的 关键阶段，科学计算智能体的出现与发展，有助于整合分散的算力、工具链和领域知识资源，为科研人 员提供更加高效、普惠的创新支持。"AI for Science不仅是一种技术路径，更是一种科研组织方式的变 革 ...

Group 1 - Bitfarms is transitioning from Bitcoin mining to high-performance computing and AI infrastructure, aiming for completion by 2027 [1] - Bitfarms has a projected P/E ratio of 84.04 for 2026, which is four times its historical P/E, but its stock price has dropped 62% since early October 2025 [2] - Bitfarms has reported three consecutive quarters of earnings per share (EPS) below expectations, with the latest EPS at -0.08 USD, indicating worsening performance [2] Group 2 - Robinhood has established itself as a leading mobile trading platform, with its stock price soaring by 300% in 2025 and three consecutive quarters of EPS growth, reaching 0.61 USD in Q3 2025, exceeding expectations by nearly 20% [3] - The prediction market is Robinhood's fastest-growing product, allowing users to bet on real-world events, including political elections and sports betting starting in late 2025 [3] - Robinhood's growth story is considered more stable and sustainable compared to Bitfarms, due to its strong revenue model and expansion into a growing market [3]

" 超算性能的突破与人工智能的深度融合，让全球气象预报从「风 云莫测」走向「变幻可测」。 " 作者丨张夏宁 编辑丨胡敏 12月12日， 第八届 GAIR 全球人工智能与机器人大会 于深圳正式拉开帷幕。 本次大会为期两天，由GAIR研究院与雷峰网联合主办，高文院士任指导委员会主席，杨强院士与朱晓蕊教 授任大会主席。 作为 AI 产学研投界标杆盛会，GAIR自2016年创办以来，始终坚守 "传承+创新" 内核，是 AI 学界思想 接力的阵地、技术交流的平台，更是中国 AI 四十年发展的精神家园。过去四年大模型驱动 AI 产业加速变 革，岁末年初 GAIR 如约而至，以高质量观点碰撞，为行业与大众呈现AI时代的前沿洞见。 本次峰会之上，清华大学深圳国际研究生院长聘教授，国家超算深圳中心副主任付昊桓以"超智融合支撑 下的地球系统模式研发"为主题，为参会者们带来了一场精彩纷呈的开场报告。 付昊桓教授在讲座上分享了超算在地球系统模式研发中的应用、发展历程、成果及面临的挑战，他认为超 算与大模型开发具有很多相似之处，同时在地球系统模式的研发当中，超算还要面临如何应对时空分辨率 提升所带来的算力需求指数级增长，以及如何利用A ...

闻乐 发自 凹非寺 量子位 | 公众号 QbitAI 英伟达低调出手收购 SchedMD ，被业界评价为：悄悄把自家的护城河拓宽了。 SchedMD是全球HPC（高性能计算）与AI领域的"资源调度王牌管家"—— Slurm 系统的核心开发商。 为啥说又挖宽了护城河？ 因为这个Slurm系统，不仅全球超半数TOP500超级计算机在用、科技巨头Meta在用、Mistral和Thinking Machines等创企在用—— 就连用AMD、Intel芯片的AI公司，只要需要算力调度，也都绕不开它 …… SchedMD是干啥的？ SchedMD于2010年成立，是一家专注于大规模计算任务调度技术的公司。 公司的核心资产就是开源的工作负载管理系统Slurm，这款工具能够高效分配成千上百台设备的算力资源。 无论是大模型训练、数据预处理这类AI核心任务，还是天气预报、基因测序等超算级科研工作，都需要靠它实现资源的最优分配，进而保障任 务的有序进行。 而且SchedMD的商业逻辑也很清晰： Slurm免费向全球开发者和企业开放，公司则靠提供专业工程支持、系统维护、定制化开发等增值服务盈利 。 这样的商业模式加之Slurm的技术 ...

Core Viewpoint - Soluna Holdings, a publicly traded company in the US, has announced a final agreement to raise approximately $32 million through the issuance of common stock and corresponding warrants [1] Group 1: Financing Details - The company plans to issue 18,079,144 shares of common stock at a price of $1.77 per share according to NASDAQ rules [1] - The net proceeds from this financing will be utilized for operational funding, project-level equity investments, and other general corporate purposes [1] Group 2: Business Applications - The funds raised will support high-performance computing applications, including Bitcoin mining and generative artificial intelligence [1]

Core Insights - The "Diversity Computing Application Innovation Summit" was held in Shenzhen, focusing on the development of diverse computing applications in the Greater Bay Area [1] - The establishment of the Greater Bay Area Diversity Computing Application Innovation Research Institute aims to promote autonomous application innovation and the development of super-intelligent integration technology [1][2] - The summit featured reports from prominent academicians discussing advancements in earthquake risk assessment, the integration of AI with high-performance computing, and sustainable development of supercomputing [2] Group 1 - The summit was attended by over 200 representatives from government, universities, research institutions, leading enterprises, and innovation platforms [1] - The research institute will focus on creating a high-level computing innovation platform that integrates technology research, application development, and talent cultivation [1] - A total of 16 initial projects were launched, covering various fields such as earthquake prediction, drug design, and materials research [1] Group 2 - Academician Chen Xiaofei presented on earthquake disaster risk assessment, highlighting the importance of physical modeling for accurate earthquake information [2] - Academician Zheng Weimin emphasized the necessity of AI and high-performance computing collaboration, discussing the evolution of supercomputing systems [2] - Academician Qian Depei addressed the challenges of supercomputing sustainability, advocating for a collaborative investment and operation mechanism among government, enterprises, and application sectors [2] Group 3 - A roundtable discussion focused on exploring new paradigms for supercomputing applications across various fields, including biomedicine and new material development [3] - Experts from institutions like Tsinghua University and the Chinese University of Hong Kong (Shenzhen) participated in the dialogue [3]

Core Viewpoint - Cipher Mining is transitioning towards high-performance computing (HPC) and artificial intelligence infrastructure, which is reflected in its recent partnership with Fluidstack and the significant potential revenue from this collaboration [1][2]. Group 1: Partnership and Revenue Potential - Cipher Mining's stock price increased over 12%, reaching $16.515, following the announcement of a 10-year HPC hosting agreement with AI cloud platform Fluidstack [1]. - The partnership is expected to generate approximately $8.3 billion in contract revenue over the initial 10 years, with options for two additional five-year renewals that could increase total revenue to around $20 billion, and the overall lease value could reach approximately $90 billion [1]. Group 2: Financial Support and Infrastructure Expansion - Google is providing $333 million in guarantee support for Fluidstack's lease obligations to assist in financing the project [1]. - Cipher Mining plans to increase its IT load by 39MW at its Barber Lake data center in Texas, which will support Fluidstack's AI HPC cluster, utilizing the entire 300MW capacity of the data center [1]. Group 3: Debt Issuance - Cipher's wholly-owned subsidiary, Cipher Compute, plans to issue $333 million in senior secured notes maturing in 2030, which will be combined with previously issued notes [2]. - Following this issuance, the total outstanding amount of such notes will rise to $1.733 billion, with proceeds intended for the continued construction of the new HPC data center at Barber Lake [2].

Core Viewpoint - Cipher Mining is transitioning towards high-performance computing (HPC) and artificial intelligence infrastructure, which is expected to generate significant revenue through a new partnership with Fluidstack [1][2] Group 1: Partnership and Revenue Potential - Cipher Mining's stock price increased over 12%, reaching $16.515, following the announcement of a 10-year HPC hosting agreement with AI cloud platform Fluidstack [1] - The partnership is projected to bring approximately $830 million in contract revenue over the initial 10 years, with potential total revenue increasing to about $2 billion if all renewal options are exercised [1] - The total value of the lease over the entire period could reach approximately $9 billion [1] Group 2: Financial Support and Infrastructure Expansion - Google is providing $333 million in guarantee support for Fluidstack's lease obligations to assist in financing the project [1] - Cipher Mining plans to increase its IT load by 39 MW at its Barber Lake data center, which will support Fluidstack's AI HPC cluster [1] - Cipher's subsidiary, Cipher Compute, is set to issue $333 million in senior secured notes due in 2030, which will increase the total outstanding notes to $1.733 billion [2] - The proceeds from this issuance will be used to continue the construction of the new HPC data center at Barber Lake [2]

Core Viewpoint - Cipher Mining is transitioning towards high-performance computing (HPC) and artificial intelligence infrastructure, which is reflected in its recent partnership with AI cloud platform Fluidstack, potentially generating significant revenue over the next decade [1] Group 1: Partnership and Revenue Potential - Cipher Mining's stock price increased over 12% to $16.515 following the announcement of a 10-year HPC hosting agreement with Fluidstack, which could yield approximately $8.3 billion in contract revenue during the initial term [1] - The partnership includes two additional five-year renewal options, potentially increasing total revenue to around $20 billion, with the overall lease value reaching approximately $90 billion [1] Group 2: Financial Support and Infrastructure Expansion - Google is providing $333 million in guarantee support for Fluidstack's lease obligations to assist in financing the project [1] - Cipher plans to expand its Barber Lake data center in Texas by adding 39 MW of IT load, supporting Fluidstack's AI HPC cluster, which will utilize the entire 300 MW capacity of the site [1] Group 3: Debt Issuance - Cipher's wholly-owned subsidiary, Cipher Compute, plans to issue $333 million in senior secured notes maturing in 2030, which will be combined with previously issued notes [2] - Following this issuance, Cipher Compute's total outstanding notes will increase to $1.733 billion, with proceeds aimed at further developing the new HPC data center at Barber Lake [2]

Core Insights - Da Nang City has approved an investment project for computing infrastructure to support semiconductor design and artificial intelligence research, with a total investment of over 2 trillion VND (approximately 54 million RMB) funded by the city’s budget [1] Group 1: Investment and Infrastructure - The project aims to establish a high-performance computing system, which is considered a strategic initiative for Da Nang to achieve breakthroughs in the semiconductor and AI sectors [1] - The project will be located in the second software park's ICT building data center area, with a construction timeline from 2025 to 2028 [1] Group 2: Strategic Goals - Da Nang City aims to become an innovation and high-tech center in Central Vietnam, focusing on human resources, infrastructure, and enterprise development in the AI and semiconductor fields [1] - The investment in computing infrastructure is expected to support innovation among startups, microchip, semiconductor, and AI companies, while also collaborating with local universities for microchip design and AI research and training [1]