公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自WSJ 。 "我实在搞不明白。"在硅谷从事数据中心和硬件工作已有30年的安德鲁·韦（Andrew Wee）如是说。 让他如此困惑——甚至愤怒的"这件事"，是未来AI超级计算机所预测的庞大能耗，而这些超级计算机正被认为将推动人类 迈向新的跃进。韦曾在苹果和Meta担任高级职位，如今是云服务提供商Cloudflare的硬件负责人。他认为，当前AI所需能 源的增长速度——据世界经济论坛估计，到2030年每年增长50%——是无法持续的。 专用化浪潮 为了达成目标，那些新兴AI芯片制造商采取了反复奏效的策略：从头开始设计芯片，专为突然间变得至关重要的新型任务 而打造。过去是图形处理成了热点，也正是英伟达从中发迹。之后人们才发现图形芯片可被用于AI任务，但从根本上说， 它们并不完美适配AI。 Jonathan Ross 是芯片初创公司 Groq 的首席执行官，曾负责谷歌的AI芯片开发计划。他表示创立Groq（与Elon Musk的 xAI聊天机器人无关）是因为他相信AI芯片有一种全然不同的设计方式——专门为当今的AI模型而生。 Groq声称，其芯片运行AI的速 ...

Core Idea - Nvidia holds equity investments in various AI businesses, including CoreWeave, which has emerged as a significant player in the AI infrastructure market [1][2][3] Company Overview - CoreWeave operates as a "neocloud," providing access to GPU architecture through cloud-based infrastructure, appealing to businesses unable to purchase GPUs directly due to rising prices [6] - The company has attracted high-profile customers and secured multiyear, billion-dollar deals by offering a more flexible and potentially affordable model compared to major cloud providers [8] Financial Performance - For the quarter ended March 31, CoreWeave generated $982 million in revenue, reflecting a 420% year-over-year increase [10] - Despite a widening net loss, management raised guidance for revenue and capital expenditures, indicating a focus on long-term growth in AI infrastructure [12] Market Position and Valuation - CoreWeave's valuation is compared to Oracle's on a price-to-sales basis, with CoreWeave trading at a premium due to its high-growth potential in the AI sector [15][18] - The company completed an IPO earlier this year and has secured significant deals, including an $11.2 billion agreement with OpenAI, contributing to investor enthusiasm [18] Investment Strategy - The recommendation for investors is to consider dollar-cost averaging when investing in CoreWeave stock to mitigate risk over time [19] - CoreWeave is viewed as a compelling opportunity in the AI infrastructure space, particularly as a Nvidia-backed data center stock [20]

The biggest names in artificial intelligence (AI) hardware are packed into this unique exchange-traded fund.Developing artificial intelligence (AI) requires substantial computing power, especially as the latest reasoning models spend an increasing amount of time "thinking" to refine their outputs. In fact, Nvidia (NVDA -0.12%) CEO Jensen Huang thinks data center operators will spend $1 trillion per year on infrastructure and chips by 2028 to meet demand from those new-age models. Nvidia is a leading supplie ...

Core Insights - Digi Power X Inc has secured a significant $50 million investment from a single institutional investor, which will facilitate the company's transition from bitcoin mining to tier three AI data centers [1][4][6] Financial Position - The investment increases the company's cash position to over $30 million, with no long-term debt, indicating a strong financial condition for a micro-cap company [2][7] - The funds will be utilized to expand the deployment of NeoCloud tier three AI infrastructure and accelerate the manufacturing and global distribution of ARMS 200 modular data center pods [9] Strategic Focus - The company is transitioning its legacy bitcoin mining assets to develop tier three AI data centers, leveraging proprietary technologies such as the ARMS 200 modular data center platform and NeoCloud GPU-as-a-service infrastructure [3][6] - The investment reflects growing interest in Digi Power X's scalable AI infrastructure strategy, which is supported by advanced Nvidia chips [8][6] Future Plans - The financing will support the transition of the Alabama asset from a bitcoin mining operation to a tier three AI data center for high-performance computing [9] - The investor has expressed strong support and commitment, indicating potential for future long-term financing opportunities [9]

Key Takeaways RGTI shares have soared 1147.6% over the past year, outperforming NVDA's 54.5% gain during the AI boom. Rigetti released new QPUs and partnered with NVDA to create a hybrid AI system combining QPUs and GPUs. RGTI's Q1 revenues fell 52.5% while operating costs rose 22%, straining cash amid rising industry rivalry. The biggest beneficiary of the artificial intelligence (AI) boom is NVIDIA Corporation (NVDA) , with its shares increasing by 54.5% over the past year. It is the leading manufacturer ...

7月25日晚间，东土科技(300353)发布《关于子公司增资并引入战略投资者暨关联交易的议案》。公告 显示，东土科技子公司光亚鸿道获国资背景战略投资者昆仑北工（北京）绿色创业投资基金（有限合 伙）（"昆仑北工"）2.8亿元战略投资。本次光亚鸿道引入昆仑北工，将强化鸿道操作系统（Intewell） 在石油石化、国产集成电路、智能装备等领域的生态构建及市场拓展等多维度的整合能力，增强东土科 技工业操作系统业务的市场竞争力，加速国产替代生态布局。 本次投资完成前光亚鸿道估值为15亿元，昆仑北工本次投资完成后，光亚鸿道估值为17.8亿元。昆仑北 工、东土科技、科东软件员工持股平台北京工智源将分别持有光亚鸿道15.7303%、75.2177%和9.0520% 股权。 （Intewell）民用领域经营主体，分别由东土科技、北京工智源持有75%和25%的股权。北京工智源以其 持有的科东软件25%股权向光亚鸿道增资，实现光亚鸿道100%持有科东软件股权，有利于集中资源打 造统一的工业操作系统业务平台。 关于退出和营业收入承诺部分，公告称，自交割日起36个月内，昆仑北工可要求东土科技通过发行股份 购买资产方式，收购其持有的光亚 ...

SINGAPORE, July 25, 2025 (GLOBE NEWSWIRE) -- OMS Energy Technologies Inc. (“OMS” or the “Company”) (NASDAQ: OMSE), a growth-oriented manufacturer of surface wellhead systems (“SWS”) and oil country tubular goods (“OCTG”) for the oil and gas industry, today announced that the Company has filed its annual report on Form 20-F for the fiscal year ended March 31, 2025 with the U.S. Securities and Exchange Commission (the “SEC”) on July 25, 2025. The annual report is available on the Company’s investor relations ...

Artificial intelligence (AI) titan Nvidia is priced for perfection in an imperfect market.For nearly three years, the rise of artificial intelligence (AI) has dominated discussion on Wall Street. The prospect of AI-empowered software and systems making split-second decisions without the oversight of humans is a game-changer that the analysts at PwC believe can add $15.7 trillion to the global economy by the turn of the decade.No company has been a more direct beneficiary of the evolution of AI than Nvidia ( ...

预估2025年折叠手机出货量将达1,980万支 根据Tr endFor c e集邦咨询最新预估， 2025年折叠手机出货量将达1,980万支，渗透率约1.6% ，与2024年持平。尽管成长速度较前几年放缓，但受到技术进步与价格下调带动，折叠手机逐 渐成为中高阶市场的技术焦点，以及品牌差异化利器。各大厂商正加速布局新品，并积极扩展 产品线与价格区间，为2026年可能到来的市场爆发期作准备。 点击右边 阅读原文 了解更多详情 预估Blackwell将占2025年英伟达高阶GPU出货逾80%，液冷散热渗透率续攀升 根据Tr endFor c e集邦咨询最新调查，近期整体Se rve r市场转趋平稳，ODM均聚焦AI Se rve r发 展，从第二季开始，已针对NVIDIA（英伟达） GB200 Ra ck、HGX B200等Bl a ckwe ll新平台 产品逐步放量，更新一代的B300、GB300系列则进入送样验证阶段。因此， TrendForc e集邦 咨询预估今年Blackwe ll GPU将占NVIDIA高阶GPU出货比例80%以上 。 点击右边 阅读原文 了解更多详情 TrendForce 半导体产业 趋 ...

Helix Energy Solutions Group (HLX -13.94%), a diversified offshore energy services provider, reported weaker-than-expected Q2 2025 results, released on July 23, 2025. The headline was a disappointing performance in both revenue and profit, driven largely by operational setbacks in its core Well Intervention business. GAAP revenue reached $302.3 million versus the $318.6 million GAAP analyst estimate, while GAAP earnings per share (EPS) stood at $(0.02), missing the GAAP consensus by $0.05 per share. These r ...