我的看法：人工智能是超级生产力，会以深度改变世界的方式逐步到来。甲骨文蒸发7000 亿，我们可以看作一朵小小的无关紧要的浪花。 作者：今纶 甲骨文以一己之力挡住了纳斯达克的上涨势头。 昨天晚上，美股的标普、道琼斯都创了新高，因为甲骨文大跌，搞得科技股都不开心，有的跟跌，纳斯 达克指数收盘跌了0.25%。 当地时间12月11日，甲骨文股价一度暴跌16%，创下2001年以来最大单日跌幅，市值蒸发1020亿美元 （约合7246亿元人民币）。截至美股收盘，其股价报198.85美元，跌幅仍超10%，目前市值为5669亿美 元。 一度蒸发了7000亿人民币，这堆起来要烧很久，但是数据消失就是几个瞬间的事情。 先说甲骨文。 其实，今年甲骨文一度很风光。几个月之前，甲骨文宣布合同积压规模激增至4550亿美元，这一消息推 动股价大涨，并一度让联合创始人拉里·埃里森成为全球首富。 ▲拉里·埃里森 当了一天的首富，他就下来了，现在好像排名第三。 81岁的老同志了，老婆是90后，辽宁省沈阳市的朱乔琳。朱同学初中就读于东北育才中学 。2010年赴 美留学，先后在巴德学院西蒙洛克分校获得文科学位，2012年毕业于密歇根大学国际研究专业。 ...

Group 1 - The new CEO of Intel, Lip-Bu Tan, emphasized the need to develop competitive cabinet-level system solutions to strengthen the company's position in the cloud AI data center market, which is a top priority for him and his team [2] - Nvidia currently dominates the AI data center market, holding nearly 90% of the AI chip market share, while Intel's performance in the AI sector has been lacking [2] - Intel admitted that its Gaudi series AI accelerators would not meet the previously set revenue target of $500 million for 2024, and its next-generation AI data center product "Falcon Shores" is reportedly facing difficulties, leading to the development of another solution called "Jaguar Shores" [2] Group 2 - Lip-Bu Tan is targeting Nvidia's top-tier GB200 NVL72 Blackwell AI system, which is described as the "apex predator" in AI computing, featuring 72 GPUs in a single server cabinet, significantly increasing computational density [3] - Following his appointment as CEO, Lip-Bu Tan agreed to purchase $25 million worth of Intel stock within 30 days, demonstrating his commitment to the company and its shareholders [3] - Intel stated that Tan's stock purchase reflects his trust in the company and his commitment to creating value for shareholders [3]