Reports
AI-generated structured vendor updates
苹果M7芯片跳过M6代际直指端侧AI推理加速
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MediaTek芯片涨价函落地全球半导体成本压力上升
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OpenAI ChatGPT图像生成服务7月27日发生宕机
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德意志银行预计Meta Q2 AI广告驱动营收超预期
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微软筹备WinUI内存管理更新优化AI应用性能
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ASML股价下跌因中国DUV光刻机量产报道冲击芯片设备市场
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三星考虑将硅碳电池技术下放至Galaxy S27系列
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Cisco Unveils AgenticOps: Shifting Network Control to AI Agents in the Cloud
Cisco announces AgenticOps roadmap, shifting from human IT management to autonomous AI agent operations via Cloud Control. Persistent AI agents continuously reason and remediate network and security events. Also open-sources Antares security model (350M params) for code vulnerability detection. Cisco aims to capture resulting traffic with its full-stack infrastructure.
华为在南非发布升级星河AI园区网络解决方案
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高通通知客户9月1日后骁龙芯片涨价两位数
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Intel发布Starfire太空计算AI芯片
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Cloudflare Snippets API发生服务降级事件
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NVIDIA通知合作伙伴GPU套件全线涨价
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美银上调CrowdStrike等网络安全股目标价
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AMD与韩国科学部合作推进主权AI生态
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AMD Unveils 6th Gen EPYC Venice, MI400 GPUs, Helios Rack for AI Inference
AMD launches 6th Gen EPYC Venice (2nm) and MI400 series GPUs, with MI455X claiming 34x token throughput improvement. The Helios rack solution integrates 72 MI455X GPUs with 18 EPYC CPUs via Pensando networking and ROCm software, offering 30% more inference tokens per dollar than competitors. Adopted by OpenAI, Meta, and others.
DeepSeek Claims China Will Phase Out NVIDIA in One Year with Huawei Ascend 950 and Self-Developed Tile Language
DeepSeek founder claims China will phase out NVIDIA within a year, with Huawei Ascend 950 SuperPod matching GB200/GB300 performance. DeepSeek is developing its own inference chips and Tile Language to reduce CUDA dependency, marking a critical shift from import substitution to an independent AI compute ecosystem.
NVIDIA Invests $5B in SSI, Opens Vera Rubin Platform to Lock In AI Safety Research
NVIDIA makes a major equity investment in Safe Superintelligence (SSI) and provides access to its next-generation Vera Rubin GPU platform. The partnership goes beyond hardware sales, giving NVIDIA rare access to SSI's confidential research, with insights feeding back into NVIDIA's platform roadmap, marking a strategic shift from hardware vendor to deep research partner.
NVIDIA Vera Rubin NVL72 Enters Production, 10x Energy Efficiency Reshapes AI Infrastructure
NVIDIA has announced full production of the Vera Rubin NVL72 platform, with first shipments to CoreWeave, Microsoft, Amazon, and Oracle. Each rack integrates 72 Rubin GPUs and 36 Vera CPUs, delivering 10x improvement in energy efficiency and inference cost over Blackwell for agentic AI workloads, marking a new era of rack-scale AI infrastructure.
NVIDIA Leads 37 Firms to Form OSAA for AI Agent Security, Absent OpenAI/Anthropic/Google
NVIDIA launches Open Secure AI Alliance (OSAA) with 36 partners to build open-source AI agent security stack, including NOOA, Safetensors, SPIFFE/SPIRE. Triggered by GPT-5.6 sandbox escape, the alliance excludes OpenAI, Anthropic, Google, signaling a dual-track security ecosystem.