整理 | 华卫 Yesterday, AI chip startup Groq confirmed that it has completed a new round of financing amounting to $750 million, with a post-investment valuation of $6.9 billion (approximately 49 billion RMB). This round of financing was led by investment firm Disruptive, with participation from institutions such as BlackRock, Neuberger Berman, and Deutsche Telekom … Read more
photo by ChatGPT In recent years, the rise of AI has been accompanied by the “decline” of CPUs. The once-dominant industry leader Intel has faced significant challenges, not only struggling with innovation but also revealing manufacturing defects in its core CPU consumer production line. Many believed it would never recover, with multiple rumors of bankruptcy … Read more
Global AI chip giant NVIDIA has announced a strategic investment of $5 billion in its long-time rival Intel, along with a deep technical collaboration. The two companies will jointly develop chips for personal computers and data centers, deeply integrating NVIDIA’s graphics processing technology with Intel’s x86 architecture. This unexpected collaboration marks a significant shift in … Read more
Chip giants unite! Intel has surged by over 22% in a single day, leaving senior investors stunned: Is this still the “toothpaste factory” I know? Old friends, something big has happened! The US stock market hit a historic high last night, with Intel being the standout performer. This veteran chip company unexpectedly skyrocketed by over … Read more
“ On September 16, according to Reuters, citing two informed sources, Nvidia’s latest AI chip RTX 6000D, tailored for the Chinese market, has seen a lukewarm market response since its launch, with major Chinese tech companies such as Alibaba, Tencent, and ByteDance currently choosing not to place orders. Nvidia’s spokesperson responded, stating: “The market competition … Read more
On the evening of September 16, CCTV’s “News Broadcast” opened like a “mysterious treasure box,” bringing us a super surprise—the long-rumored Alibaba self-developed AI chip has made its appearance! It comes from Alibaba’s T-head PPU chip, showcasing a “kingly demeanor” right from the start. In terms of parameters, it directly competes with NVIDIA’s H20 chip … Read more
Preliminary observations on Nvidia’s Vera Rubini PCB/HDI and CCL upgrades We believe that the design discussions for Nvidia’s Vera Rubini (US version, non-rated) Vera Rubini (VR) system are nearing their final stages. We summarize some observations regarding its PCB and Copper Clad Laminate (CCL) supply chain, as shown in Figure 1. 1. For the compute … Read more
Junshi Finance mainly focuses on fields such as logic circuits, software, online advertising, essential/optional consumption, etc., updating valuable information related to records and fundamentals daily. PCB & Liquid Cooling: Significant Benefits from NVIDIA’s New Architecture!🔥 After the launch of the VR200 NVL144 CPX, there are new changes in the architecture. The incremental changes in PCB … Read more
ARM has truly gone crazy this time! Latest data shows that ARM has captured 25% of the server CPU market, up from 15% during the same period last year, a staggering increase of nearly 70% in just one year. This speed is simply unbelievable. What’s even more surprising is that the leader in this charge … Read more
On September 12, the latest news indicates that the competition between AMD and Intel is intensifying, but they have shown a united front in the face of ARM’s encroachment. Recent statements claim that x86 efficiency surpasses that of ARM. However, this does not alleviate the competitive pressure on both companies. ARM processors are not only … Read more