Group 1 - Nvidia's strategy of supporting CoreWeave to create a "compute-finance" loop is compelling, prompting Google and AMD to explore building their own AI chip ecosystems [1] - Google is negotiating to invest approximately $100 million in the cloud computing startup Fluidstack, valuing it at around $7.5 billion, aiming to enhance its AI chip usage among computing providers [2] - Google is also providing financing support to former cryptocurrency mining companies like Hut 8 and Cipher Mining, facilitating their transition to AI compute factories in exchange for adopting Google's TPU chips [3] Group 2 - AMD is taking a more aggressive approach by providing substantial backing for a $300 million loan to the startup Crusoe, which will be used to purchase AMD's AI chips, including a "buyback clause" if Crusoe cannot find customers [4] - Both Google and AMD are circumventing traditional cloud giants due to their lack of interest in TPU chips, as major providers like Amazon AWS and Microsoft Azure are focused on developing their own AI chips [5] - Google is considering restructuring its TPU team into an independent department to attract external capital, although this has been officially denied, and faces challenges with production capacity and global shortages of essential components [7]

对存储芯片供应趋紧的预判则进一步加剧了市场的囤货行为。另据《朝鲜日报》报道，由于担心DRAM短缺，几家领先的国际电子和服务器 公司正在囤积内存， 并与三星和SK海力士洽谈签订2至3年长期供应协议，与以往按季度或年度签订合同的传统形成鲜明对照 。 AI繁荣背景下，存储芯片的这波"超级周期"，或比以往更加持久一些。 据《韩国经济日报》报道，三星电子、SK海力士等主要内存供应商，将在今年第四季度继续向客户调整报价。幅度上，包括DRAM和NAND 在内存储产品价格将上调高达30%，从而顺应AI驱动的存储芯片需求激增趋势。 整体而言， 本轮涨价幅度略高于预期 。 早在9月下旬，三星电子便已发出第四季度提价通知，当时的计划是将部分DRAM价格上调15%至 30%，NAND闪存价格上调5%至10%。而回到当下，根据花旗集团和摩根士丹利在其半导体行业分析报告中所预测，第四季度DRAM平均 售价将上涨25-26%，比上一季度上涨10%以上，涨价热潮或进一步加剧。 需要承认，存储芯片行业正加速迈入"超级周期"几乎已成为市场不争的共识。如存储模组大厂威刚董事长陈立白判断，第四季度仅仅是存储 严重缺货的起点，明年存储产业将继续处于供 ...