英伟达将与日本理研将共同开发AI用图形处理器（GPU）。这是海外企业首次参与日本核心超级计算 机的开发。将凝聚日美的最先进技术，力争实现性能达到全球最高水平的超级计算机…… 在22日的记者会上，理化学研究所计算科学研究中心主任松冈聪表示："将与富士通、英伟达共同设计 AI时代的全球最高水平CPU和GPU，希望通过开发富岳NEXT，在全球确立日本作为AI先进国家的稳固 地位"。 英伟达副总裁伊恩・巴克（右）在"富岳NEXT"开发体制启动纪念仪式上发言（8月22日上午，东京都中央区） 富岳的CPU内部具备提升AI性能的功能，但并未配备GPU。GPU适合进行AI计算，以美国为中心，计 算能力强大的最先进超级计算机都利用GPU提升了AI性能。富岳NEXT也将通过配备英伟达的GPU来提 高计算能力。 英伟达副总裁伊恩·巴克（Ian Buck）表示："我们将通过使用英伟达的技术来解决社会问题，让科学家 能够扩大可能性的界限。希望为实现新的科学突破贡献一份力量"。 在面向AI的计算能力方面，目标是实现设计上的性能（峰值性能）达到每秒可进行10垓（1垓为10的20 次方）次运算的"Zetta级"。在高级模拟计算方面，也会将能 ...

硬·AI AI军备竞赛，正将一家数据中心开发商推向百亿美元估值俱乐部。为OpenAI"星际之门"（Stargate）超级 计算机项目开发首个数据中心的Crusoe公司，正计划进行一轮大规模融资。 8月21日，据知情人士向《The Information》透露，这家成立七年的公司正 商谈以100亿美元的估值筹集 至少10亿美元资金 。该轮融资旨在为Crusoe采购更多人工智能芯片提供弹药，以实现其成为一家"强大云 服务提供商"的雄心。 为配合其云业务的增长，Crusoe已收购了位于特拉维夫的云计算初创公司Atero。知情人士称，Atero开发 的软件能显著提高图形处理器（GPU）的利用率和效率。此次收购的条款未被披露。 若以100亿美元估值完成交易，将意味着Crusoe的估值在不到一年内增长了超过三倍。 这一高昂的估值 水平，反映了投资者对其在人工智能浪潮中巨大增长潜力的预期，尽管该公司也面临着激烈的市场竞争和 高昂的资本支出压力。 在AI算力需求激增的背景下，为OpenAI"星际之门"提供支持的数据中心开发商Crusoe，正寻求新一轮10亿美元的巨额融 资，其估值或将在不到一年内有望增长超过三倍。Crusoe ...

为团队感到骄傲，但他们最好开始想办法把这个数字提高至100倍。 OpenAI的CEO Altman：OpenAI首席执行官奥特曼：到年底，投入使用的图形处理器（GPU）数量将远 远超过 100 万个。 ...

Market Overview - The U.S. stock market experienced a decline following President Trump's announcement of a 35% tariff on Canada and potential increases in tariffs on other countries, leading to a drop in major indices [1][2][3] - The Dow Jones Industrial Average fell over 300 points, while the S&P 500 and Nasdaq also saw slight declines [2] Trade Policy Impact - Trump's justification for the tariff increase on Canada was related to the fentanyl issue, with a warning of further increases if Canada retaliates [3] - Market analysts noted that despite the aggressive trade rhetoric, the market had not reacted significantly until this announcement, indicating a potential shock to investors [4] - UBS forecasts that the average U.S. tariff rate could approach 15% by the end of the year, which may slow economic growth but not lead to a recession [5] Earnings Season and Market Sentiment - Investors are looking forward to a strong earnings season to drive market performance, although there are concerns about potential loss of momentum by year-end [5][6] - Bank of America strategists noted that client feedback indicates minimal concern regarding economic or market valuations [5] Nvidia's Performance - Nvidia's stock reached a new high, with a price of $167.89 and a market capitalization of $4.07 trillion, leading a rebound in large tech stocks [7][8] - CEO Jensen Huang sold approximately $36.4 million worth of Nvidia shares as part of a pre-arranged plan, which has been ongoing since March [10] - Huang's net worth has significantly increased, reaching approximately $143 billion, nearly surpassing Warren Buffett's wealth [11] Cryptocurrency Market - Bitcoin surged to a new high, contributing to a significant rise in U.S.-listed cryptocurrency stocks, as the market anticipates upcoming legislative discussions on major crypto bills [15][16] - The total market capitalization of the cryptocurrency industry has expanded to around $3.7 trillion, with Bitcoin's price increasing by 26% year-to-date and nearly 41% over the past three months [18]

Core Viewpoint - The article discusses the impact of rising trade tensions and tariffs on the U.S. stock market, particularly focusing on the recent actions by President Trump against Canada and the implications for major companies like Nvidia and the cryptocurrency market. Group 1: Trade Tensions and Stock Market Impact - Following Trump's announcement of a 35% tariff on Canada, the U.S. stock market experienced a decline, with the Dow Jones dropping over 300 points and the S&P 500 index falling approximately 0.3% [2][4] - Trump's justification for the tariffs is linked to the fentanyl crisis, and he indicated that further increases in tariffs could occur if Canada retaliates [3] - Market analysts suggest that despite the heightened rhetoric around trade, the overall impact on the market has been limited, although a correction was anticipated due to high valuations [4][5] Group 2: Nvidia's Performance - Nvidia's stock reached a new high of $167.89, with a total market capitalization of $4.07 trillion, driven by investor confidence in its leadership in the AI sector [9][12] - CEO Jensen Huang sold approximately $36.4 million worth of Nvidia shares as part of a pre-arranged plan, which has been ongoing since March [10][11] - Nvidia's market capitalization milestone reflects its significant growth amid the ongoing AI boom, with Huang's personal wealth also seeing a substantial increase [11][13] Group 3: Cryptocurrency Market Developments - Bitcoin surged to a new high, contributing to a broader increase in cryptocurrency stocks, as the market anticipates favorable regulatory developments during the upcoming "Crypto Week" [15][16] - The U.S. House of Representatives is set to discuss three major cryptocurrency bills, which could provide a long-awaited regulatory framework for the industry [17] - Bitcoin's price increased by 4% to $118,865, marking a 26% rise year-to-date and a nearly 41% increase over the past three months, reflecting growing institutional confidence [19][20]

Core Viewpoint - The rapid rise of companies in Southeast Asia's top 500 is significantly driven by the strong momentum of artificial intelligence, particularly through the surge in data center investments that provide essential infrastructure for AI applications [1] Group 1: Investment Trends - Over the past 18 months, Malaysia has captured a significant share of this investment wave, attracting billions of dollars in collaboration projects from companies like Google, Oracle, and Microsoft [2] - The AI boom has positively impacted the performance of Malaysian companies, including electronic manufacturing service provider NationGate [3] Group 2: Company Performance - NationGate reported a revenue of 5.27 billion Malaysian Ringgit (approximately 1.6 billion USD) last year, ranking 243rd on the Fortune Southeast Asia 500 list, with a remarkable year-on-year revenue growth of over 720%, making it the fastest-growing company on this year's list [4] - The company achieved a profit of 342 million USD, a significant increase of 163% compared to the previous year [5] Group 3: Business Segments - The data computing business segment is the main revenue driver for NationGate, with its contribution rising from 17% in 2023 to 88% this year [6] - More than half of NationGate's revenue comes from Malaysia, with another one-third from Singapore, establishing these countries as data center hubs in Southeast Asia [7] Group 4: Competitive Advantage - As the only original equipment manufacturer (OEM) partner of Nvidia in Southeast Asia, NationGate has a significant competitive edge in assembling AI servers using Nvidia's widely used graphics processing units (GPUs) for high-performance AI applications [7] Group 5: Future Outlook - NationGate sees immense potential in the AI sector and believes that its foray into AI server manufacturing will help it seize opportunities in the Southeast Asian and global data center investment market, which is expected to grow at a double-digit rate [8] Group 6: Regulatory Concerns - However, the AI boom also carries risks, as Malaysia and Singapore face scrutiny for being potential channels for U.S. export-controlled chips to China, with investigations ongoing regarding companies potentially circumventing U.S. export controls [9] - On a macro level, Southeast Asian countries may be constrained by U.S. regulations aimed at limiting the quantity of AI chips they can procure [10] - NationGate has distanced itself from these investigations, asserting it is not involved, yet investor concerns remain, reflected in a 40% drop in its stock price this year [11]

Group 1 - SK Group and AWS are collaborating to build a large AI data center in Ulsan, which will feature 60,000 GPUs, making it the largest AI-specific data center in South Korea [1] - The project will be developed in phases, starting with a 41 MW facility expected to be completed by November 2027, followed by an expansion to 103 MW by February 2029, and a future goal of reaching 1 GW [1] - The total investment from SK Group and AWS is expected to be in the tens of trillions of Korean won, with AWS committing $4 billion [1] Group 2 - Ulsan was chosen for the data center due to its proximity to SK Gas's LNG power plant, ensuring a reliable power supply, with a 100 MW load equivalent to a small thermal power plant's output [2] - The competition for data center locations in South Korea is intensifying, with AWS planning to double its investment in the country to $5.9 billion by 2027 [2] - Local companies like Naver, Kakao, and NHN are also competing in the cloud computing market, alongside foreign giants like AWS and Google [2]

Core Viewpoint - The semiconductor industry is increasingly viewed as a critical aspect of national security by various governments, highlighting the global dependence on semiconductors and the vulnerabilities within the complex supply chain [2][3]. Group 1: Semiconductor Supply Chain and Geopolitical Context - The semiconductor supply chain is intricate, involving advanced software, silicon wafers, and complex manufacturing processes, with significant R&D investments [1] - The geopolitical landscape has intensified competition, particularly regarding Taiwan's TSMC, which produces 70% to 90% of the world's advanced transistors [2] - The U.S. has implemented export controls targeting China, aiming to protect its semiconductor industry and maintain a competitive edge in AI development [3] Group 2: Comparative Strengths of Countries in Semiconductor Industry - No single country can fully control the advanced semiconductor supply chain; the U.S. excels in design and tools but lags in manufacturing [5] - China leads in economic resources and packaging/testing but is weaker in equipment and specialized materials [5] - Taiwan dominates in specialized materials and wafer manufacturing but relies on foreign equipment [5][6] Group 3: Investment and Future Prospects - Leading countries are investing heavily to maintain their semiconductor industry positions, with Japan, South Korea, and the EU committing substantial public funds [8] - The U.S. semiconductor advantage is challenged by export controls, impacting equipment manufacturers more than design firms [9] - Nvidia's revenue growth reflects the soaring demand for AI chips, contrasting with the slower growth of equipment manufacturers like Applied Materials [10] Group 4: Emerging Markets and Global Dynamics - India aims to become a semiconductor manufacturing hub, leveraging its market size and labor force, despite lacking key infrastructure [11] - Germany is positioning itself as a major player in the EU semiconductor market, with plans to increase domestic production [11] - Singapore is expanding its role in the semiconductor market through training programs and tax incentives, despite not being fully represented in the index [11]

Core Viewpoint - The semiconductor industry is increasingly viewed as a critical aspect of national security by various governments, highlighting the complex global supply chain and the geopolitical tensions surrounding advanced chip production [2][3]. Group 1: Semiconductor Supply Chain Complexity - The semiconductor supply chain involves a highly specialized ecosystem, including advanced software for chip design, silicon wafers, complex manufacturing equipment, and decades of R&D investment [1]. - The global reliance on Taiwan's TSMC, which produces 70% to 90% of the world's advanced transistors, has raised concerns about supply chain vulnerabilities amid geopolitical tensions [2]. Group 2: Geopolitical Impacts and National Strategies - Since the U.S. implemented export controls against mainland China in October 2022, semiconductors have become a strategic focus, with countries aiming to strengthen domestic control over semiconductor production [3]. - The competition for advanced chips, particularly GPUs for AI applications, has surged, exemplified by Nvidia's market capitalization doubling from January 2023 to January 2024 [2]. Group 3: Comparative Strengths of Countries/Regions - No single country can fully control the advanced semiconductor supply chain; the U.S. excels in chip design and tools but lags in manufacturing, while mainland China leads in economic resources and packaging [5]. - The U.S., Japan, Taiwan, and South Korea maintain dominance in key supply chain nodes such as advanced manufacturing and chip design, but high costs and technological barriers hinder new entrants [6]. Group 4: Investment Trends and Future Outlook - Leading semiconductor nations are investing heavily to maintain their competitive edge, with Japan committing over $11 billion to support domestic startups and South Korea planning to build the world's largest semiconductor cluster by 2047 [9]. - The U.S. semiconductor advantage is challenged by export controls, which have impacted equipment manufacturers more severely than chip designers, as seen in Nvidia's projected $5.5 billion loss due to export restrictions [10][11]. Group 5: Emerging Markets and Regional Developments - India aims to become a key player in the semiconductor value chain, leveraging its market size and labor force, despite lagging in critical infrastructure compared to leading nations [12]. - Germany is positioning itself as a major semiconductor player in the EU, with plans to double its market share in chip production by 2030, although recent delays in factory construction raise concerns [13]. Group 6: Regional Strategies and Competitive Advantages - Singapore is capitalizing on its geographical advantages and skilled workforce to maintain a strong position in the semiconductor market, focusing on chip design and advanced packaging [14].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自 koreajoongangdaily 。 | | | | | | FAUDIES APARINALEVAVET | | --- | --- | --- | --- | --- | --- | | | HBM4 (2026) | HBM5 (2029) | HBM6 (2032) | HBM7 (2035) | HBM8 (2038) | | Data Rate | 8 Gbps | 8 Gbps | 16 Gbps | 24 Gbps | 32 Gbps | | # of IVO | 2,048 | 4.096 | 4.096 | 8,192 | 16,384 | | Bandwidth | 2.0 TB/s | 4 TB/s | 8 TB/s | 24 TB/s | 64 TB/s | | Capacity/die | 24 Gb | 40 Gb | 48 Gb | 64 Gb | 80 Gb | | # of die stack | 12/16-Hi | 16-HI | 16/20-Hi | 20/24-Hi | 20/24-Hi | | Cap ...