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5+ hour, 38+ min ago (13+ words) Uber Technologies bets on Amazon's custom chips to advance artificial intelligence development....
KeyBanc: Rubin's delay has limited impact, maintaining overall positive outlook on NVIDIA.
1+ day, 4+ hour ago (181+ words) Analyst John Vinh maintained an 'Overweight' rating for NVIDIA and assigned a target price of $275. Against the backdrop of continued strong demand for artificial intelligence chips, $NVIDIA (NVDA.US)$ the critical production capacity remains secure, but the rollout pace of…...
OpenAI releases a white paper on industrial policy for the AI era, calling for the establishment of a public wealth fund and a rapid response safety net.
1+ day, 6+ hour ago (697+ words) Assuperintelligence approaches, how can workers protect themselves? OpenAI has proposed a significant policy concept for the first time: the establishment of a 'public wealth fund' to allow all citizens to share in the benefits of AI. The proposal calls for…...
In the era of 'universal coding,' the number of new apps in the Apple App Store surged by 84% in a single quarter.
1+ day, 10+ hour ago (765+ words) After years of stagnation, the Apple App Store is experiencing a surge in new applications driven by AI. According to data from market research firm Sensor Tower, the number of new apps launched globally on Apple's App Store surged 84% year-over-year…...
Luo Fuli: The cost black hole of lobsters is emerging, necessitating an Agent framework with higher token efficiency.
1+ day, 14+ hour ago (842+ words) Anthropic's move to block the misuse of subscription privileges by third-party tools is unveiling a long-overlooked cost crisis in the era of AI agents. Two days ago, Anthropic announced the termination of access for third-party frameworks utilizing Claude subscriptions. Fuli…...
Driven by sustained AI demand, after doubling in Q1, Samsung's DRAM prices surged another 30% in Q2.
2+ day, 11+ hour ago (478+ words) "Today will always be the cheapest day." If we take the DRAM price at the beginning of 2025 as the baseline, after two rounds of price hikes, the supply price in the second quarter has reached 2.6 times the baseline. Samsung Electronics…...
Microsoft and Google are competing to sign long-term DRAM agreements with SK Hynix, with multi-trillion-won contracts on the horizon.
2+ day, 10+ hour ago (559+ words) The wave of investments in artificial intelligence infrastructure is reshaping the global procurement model for memory chips. Microsoft and Google are seeking to sign unprecedented multi-year DRAM supply agreements with SK Hynix, which not only include price floor protection clauses…...
Fatal flaw in AI computing power! Broadcom's director highlights 'three major bottlenecks'; production capacity gap may persist until 2027.
2+ day, 12+ hour ago (774+ words) Broadcomexecutives have identified three core bottlenecks in the AI supply chain: lasers, advanced process wafers, and PCBs. Due to high technical barriers and capacity constraints, the delivery cycle for small-scale PCBs has surged to six months, while the yield rate…...
Microsoft has launched a 'multi-modal collaboration' deep research agent, enabling GPT and Claude to work side by side.
1+ week, 1+ day ago (431+ words) Cailian Press, March 31 (Editor: Shi Zhengzhi) - American tech giant Microsoft launched an update to its advanced research intelligent agent on Monday, enabling users to invoke both OpenAI's GPT large model and Anthropic's Claude large model in the same research project....