行业观察

4月14日消息，NVIDIA不但打造了强大的AI GPU，在全世界带动了新一轮的AI浪潮，自己内部也在大规模部署AI，包括GPU芯片设计流程。NVIDIA首席科学家Bill Dally在与谷歌首席科学家Jeff Dean对话时提到，NVIDIA已经在芯片设计阶段大量应用AI，包括设计探索、标准单元库开发、Bug处理、验证等不同阶段。不过他强调，使用AI进行完全端到端的自动化芯片设计，依然为时尚早，

4月14日消息，据媒体报道，SK海力士计划将2026年向英伟达供应的第六代高带宽内存（HBM4）出货量，较原计划下调约20%至30%。尽管HBM4出货量减少，但公司计划将资源转向HBM3E及其他服务器级LPDDR产品，因此整体内存需求并未下降。分析人士指出，此次调整主要源于英伟达下一代AI芯片（代号Vera Rubin）在量产工艺、良率及封装（如台积电CoWoS）方面均面临挑战，导致整体开发节奏放

4月14日消息，由于大部分DRAM产能被分配到HBM等高利润产品以支持人工智能产业的发展，全球移动行业正面临长期的内存短缺。作为移动芯片领域的巨头，高通正在积极寻找应对这一挑战的新出路。近期，关于高通与长鑫存储、兆易创新合作开发定制化内存与芯片的消息引起了广泛关注。分析师郭明錤披露了这一合作的深度细节，揭示了高通在端侧AI布局上的新动向。据指出，高通正在与兆易创新联手开发一款专门针对智能手机的离散

Loading the player… Startup founders are being pushed to move faster than ever, using AI while facing tighter funding, rising infrastructure costs, and more pressure to show real traction early. Cloud

As India pitches itself as a global hub for applied artificial intelligence, OpenAI has partnered with Pine Labs to integrate AI-driven reasoning into the fintech firm’s payments stack, automating set

OpenAI has partnered with India’s Tata Group to secure 100 megawatts of AI-ready data center capacity in the country, with plans to scale to 1 gigawatt. The move is part of a broader push to deepen th

Mukesh Ambani, the billionaire chairperson of Indian conglomerate Reliance, on Thursday unveiled the group’s ₹10 trillion (about $110 billion) plan to build AI computing infrastructure in India over t

Tech investors haven’t given up on the dream of making physical products with the same speed and ease as coding software. Executives at Freeform, a startup developing a novel 3D-printing system for me

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What would have been a moment of united commitment to global tech innovation at the ongoing India AI Impact Summit instead proved an awkward one: When Prime Minister Narendra Modi prompted speakers at

A world that runs on increasingly powerful AI coding tools is one where software creation is cheap — or so the thinking goes — leaving little room for traditional software companies. As one analyst re

Much of the conversation around AI today is focused on building cloud capacity and massive data centers to run models. Companies like Apple and Qualcomm are in the early stages of making on-device AI

跟托尼差不多年纪的差友应该都有同一个感觉，所谓的 VR，MR，AR，或者概念更大的 XR，好像每年都有人说它们要成了。 但每年的销量数据都是路边一条，现实生活中好像也没看到什么人真的在用这些领域的产品。 然而这一次，狼，没准真的要来了。 25 年年底的某一天，我们被带到了北京的一个小房间里，负责牵线的是我们同事米罗认识的一个线人，说要给我们看一个眼镜的工程样机。 这个样机，它不是 XReal 那种

OpenAI is partnering with Reliance to add AI-powered conversational search to the Indian conglomerate’s streaming service JioHotstar. The feature, which is powered by OpenAI’s API, will let users sear

On Thursday, Google released the newest version of Gemini Pro, its powerful LLM. The model, 3.1, is currently available as a preview and will be generally released soon, the company said. Google’s new