美股魔术师的个人主页 - 老虎社区

美股魔术师

美股魔术师

追随科技浪潮

IP属地：浙江

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美股魔术师

2020-09-19

$特斯拉(TSLA)$电池日预期太一致，评论区散户完全无视近期大盘和其他科技龙头股的破位走势，特斯拉也是连续几日无力冲击反弹高点……

美股魔术师

2020-03-26

$波音(BA)$盘前这点小钱拉的欢，开盘不射才怪，远超预期的失业人数，这个数字还会继续攀升，疫情恶化下一次失业人数冲破500万，经济越来越恶化，财务数据越来越糟，

美股魔术师

2024-02-02

$Meta Platforms(META)$ 真心请教它不是被titok和youtbe打成狗了？face book 落伍了，allin 元宇宙失败，又追AI的风口，去年能跌到88，今年就翻身了？这有没有财务作假？

美股魔术师

2021-07-23

$滴滴(DIDI)$从在线教育的状况可窥滴滴的结局，坦言讲在线教育补个课多大点事？但实际上暴击一轮又一轮，在全面转向的大环境下，互联网行业被整治打压的重点，效率优先退位，公平优先凸显，我在想以国内的zhengzhi环境，滴滴的行为和处境算不算触逆鳞了……

美股魔术师

2023-11-07

2.5万美元平价个毛啊，不打到2万以下怎么卷？怎么跟毛豆3拉开价差

抱歉，原内容已删除

美股魔术师

2020-09-22

$Zoom(ZM)$受益疫情一路猛涨，疫情缓解了也没见它跌，疫情严重了就猛涨，不谈市盈率之类的了，微软 FB这些巨头都干不过一款小小的视频软件[笑哭] [笑哭] ，华尔街才是追涨杀跌，人气和换手率助推

美股魔术师

2022-01-03

$商汤-W(00020)$ 打新热情不高，都是基石投资者做盘，除了政府项目的业务基本不能看，快手当初的套路一模一样

美股魔术师

03-02

$CRCL 20260417 100.0 CALL$ Mark 利润Running

美股魔术师

2022-05-17

$蔚来(NIO)$蔚来定位中高端，起步价35万左右，汽车下乡跟它有毛关系啊，乡镇的市场更多是15万以下的哦

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22:07","market":"us","language":"zh","title":"派拉蒙加码收购华纳兄弟，承诺代付解约费以对抗奈飞","url":"https://stock-news.laohu8.com/highlight/detail?id=1182983887","media":"智通财经网","summary":"并将支付28亿美元的解雇费。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PSKY\">Paramount Skydance Corp</a> 宣布，已将其对 <a href=\"https://laohu8.com/S/WBD\">WARNER BROS DISCOVERY INC</a> 的全现金收购要约提升至每股30美元。</p><p>派拉蒙天舞周二在声明中表示，若华纳兄弟探索决定终止此前已与奈飞达成的交易，公司将代为支付高达28亿美元的解约费。此外，派拉蒙天舞还承诺承担与华纳兄弟探索债务再融资相关的15亿美元费用，以进一步提升自身报价的吸引力。</p><p style=\"text-align: justify;\">为彰显其对交易获得快速监管批准的信心，派拉蒙天舞还提出向华纳兄弟探索股东支付所谓的“计时费”，若交易未能在今年12月31日前完成，自此之后每延迟一个季度，将向股东额外支付每股0.25美元。</p><p style=\"text-align: justify;\">过去数月，派拉蒙天舞一直积极推进对华纳兄弟探索的收购。不过，市场此前一度意外的是，华纳兄弟探索董事会已同意以每股27.75 美元、总价约827亿美元的条件，将其制片厂及HBO Max流媒体业务出售给奈飞。</p><p style=\"text-align: justify;\">在监管层面，派拉蒙天舞表示，已按照要求向美国司法部提交了关于该交易的第二轮补充资料。这一进展意味着监管机构将在10天内 就交易作出回应，成为反垄断审查中的重要节点。</p><p style=\"text-align: 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n派拉蒙加码收购华纳兄弟，承诺代付解约费以对抗奈飞\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-10 22:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1403909.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Paramount Skydance Corp 宣布，已将其对 WARNER BROS DISCOVERY INC 的全现金收购要约提升至每股30美元。派拉蒙天舞周二在声明中表示，若华纳兄弟探索决定终止此前已与奈飞达成的交易，公司将代为支付高达28亿美元的解约费。此外，派拉蒙天舞还承诺承担与华纳兄弟探索债务再融资相关的15亿美元费用，以进一步提升自身报价的吸引力。为彰显其对交易获得快速监管批准的...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1403909.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d8dd09789fdcb7fb72e0cf2af33c7c83","relate_stocks":{"WBD":"WARNER BROS DISCOVERY INC","NFLX":"奈飞","PSKY":"Paramount Skydance Corp"},"source_url":"https://www.zhitongcaijing.com/content/detail/1403909.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1182983887","content_text":"Paramount Skydance Corp 宣布，已将其对 WARNER BROS DISCOVERY INC 的全现金收购要约提升至每股30美元。派拉蒙天舞周二在声明中表示，若华纳兄弟探索决定终止此前已与奈飞达成的交易，公司将代为支付高达28亿美元的解约费。此外，派拉蒙天舞还承诺承担与华纳兄弟探索债务再融资相关的15亿美元费用，以进一步提升自身报价的吸引力。为彰显其对交易获得快速监管批准的信心，派拉蒙天舞还提出向华纳兄弟探索股东支付所谓的“计时费”，若交易未能在今年12月31日前完成，自此之后每延迟一个季度，将向股东额外支付每股0.25美元。过去数月，派拉蒙天舞一直积极推进对华纳兄弟探索的收购。不过，市场此前一度意外的是，华纳兄弟探索董事会已同意以每股27.75 美元、总价约827亿美元的条件，将其制片厂及HBO Max流媒体业务出售给奈飞。在监管层面，派拉蒙天舞表示，已按照要求向美国司法部提交了关于该交易的第二轮补充资料。这一进展意味着监管机构将在10天内 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不是传hb4m认证失败么？份额会被海力士都吃掉的，尼玛主力硬拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/496992273646120","isVote":1,"tweetType":1,"viewCount":2647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496833961132592,"gmtCreate":1762320653833,"gmtModify":1762320656302,"author":{"id":"3543925173302404","authorId":"3543925173302404","name":"美股魔术师","avatar":"https://static.tigerbbs.com/449979435a8105e84a60837f12219fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543925173302404","idStr":"3543925173302404"},"themes":[],"title":"","htmlText":"白天亚洲股市趁着老美空头都在睡觉，低位开始拉反弹，有意思","listText":"白天亚洲股市趁着老美空头都在睡觉，低位开始拉反弹，有意思","text":"白天亚洲股市趁着老美空头都在睡觉，低位开始拉反弹，有意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496833961132592","isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311013822378096,"gmtCreate":1716958588943,"gmtModify":1716958591097,"author":{"id":"3543925173302404","authorId":"3543925173302404","name":"美股魔术师","avatar":"https://static.tigerbbs.com/449979435a8105e84a60837f12219fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543925173302404","idStr":"3543925173302404"},"themes":[],"htmlText":"可能美股历史上从未有过的一致性预期，我就想问问如果AI训练迭代下去，最终就是接近模拟人类，始终做不到人类智能，那么耗费数十万亿搞出来的东西能算是产业革命？","listText":"可能美股历史上从未有过的一致性预期，我就想问问如果AI训练迭代下去，最终就是接近模拟人类，始终做不到人类智能，那么耗费数十万亿搞出来的东西能算是产业革命？","text":"可能美股历史上从未有过的一致性预期，我就想问问如果AI训练迭代下去，最终就是接近模拟人类，始终做不到人类智能，那么耗费数十万亿搞出来的东西能算是产业革命？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/311013822378096","repostId":"2439557567","repostType":2,"isVote":1,"tweetType":1,"viewCount":5702,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528978392418755","authorId":"3528978392418755","name":"Ruya","avatar":"https://static.tigerbbs.com/431708406d6ab48d0151095e546a1a6b","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3528978392418755","idStr":"3528978392418755"},"content":"我认为AI根本不需要做到所谓真正的人类智能，只要后续能实实在在推动各行各业生产力大幅提高和利润增长，这就是产业革命","text":"我认为AI根本不需要做到所谓真正的人类智能，只要后续能实实在在推动各行各业生产力大幅提高和利润增长，这就是产业革命","html":"我认为AI根本不需要做到所谓真正的人类智能，只要后续能实实在在推动各行各业生产力大幅提高和利润增长，这就是产业革命"},{"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3472640255046348","idStr":"3472640255046348"},"content":"现在的AI是基于已有知识的总结，愿没达到模拟人类。谷歌最近的AI错误百出，以及AI回答不了关于宇宙的问题。也就是说AI还是不会和人一样思考，不具备人类特有的想象力。现在的AI在生产力方面还是有很大的好处的。","text":"现在的AI是基于已有知识的总结，愿没达到模拟人类。谷歌最近的AI错误百出，以及AI回答不了关于宇宙的问题。也就是说AI还是不会和人一样思考，不具备人类特有的想象力。现在的AI在生产力方面还是有很大的好处的。","html":"现在的AI是基于已有知识的总结，愿没达到模拟人类。谷歌最近的AI错误百出，以及AI回答不了关于宇宙的问题。也就是说AI还是不会和人一样思考，不具备人类特有的想象力。现在的AI在生产力方面还是有很大的好处的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298000012877992,"gmtCreate":1713782744675,"gmtModify":1713791137157,"author":{"id":"3543925173302404","authorId":"3543925173302404","name":"美股魔术师","avatar":"https://static.tigerbbs.com/449979435a8105e84a60837f12219fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543925173302404","idStr":"3543925173302404"},"themes":[],"htmlText":"<a 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A：三个月前，我们预计今年汽车平台之一将增长，但现在我们预计它将减少。所以我认为这是我们发现有所不同的一个领域。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296597614223392","isVote":1,"tweetType":1,"viewCount":4506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285848543904016,"gmtCreate":1710805684135,"gmtModify":1710805686975,"author":{"id":"3543925173302404","authorId":"3543925173302404","name":"美股魔术师","avatar":"https://static.tigerbbs.com/449979435a8105e84a60837f12219fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543925173302404","idStr":"3543925173302404"},"themes":[],"htmlText":"美股也玩price in","listText":"美股也玩price in","text":"美股也玩price in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285848543904016","repostId":"2420235326","repostType":2,"repost":{"id":"2420235326","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1710793378,"share":"https://www.laohu8.com/m/news/2420235326?lang=zh_CN&edition=full","pubTime":"2024-03-19 04:22","market":"us","language":"zh","title":"英伟达AI盛会GTC揭幕，最强AI芯片Blackwell来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2420235326","media":"华尔街见闻","summary":"英伟达：台积电和Synopsys将采用英伟达计算光刻技术，这两家公司已经整合英伟达的Culitho ...","content":"<html><head></head><body><p><strong>》》全程回顾：<a href=\"https://www.laohu8.com/m/live/1793027278299171/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221793027278299171%22%2C%22type%22%3A1%7D\" title=\"英伟达 GTC 2024 主题演讲\" target=\"_blank\" class=\"\">英伟达 GTC 2024 主题演讲</a></strong></p><p>英伟达称，Blackwell的成本和能耗较前代改善25倍，是全球最强大芯片，由 2080 亿个晶体管组成，采用台积电4nm制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型（LLM）推理；GB200 NVL72推理性能较H100提升高达30倍；亚马逊、微软、谷歌和甲骨文在首批提供Blackwell支持的云服务商之列；台积电和Synopsys将采用英伟达计算光刻技术；英伟达推出新软件NIM，让用户更容易利用已有英伟达GPU进行AI推理。</p><p style=\"text-align: justify;\">号称今年全球头号人工智能（AI）领域开发者大会的英伟达2024 GTC AI大会于美东时间3月18日周一拉开帷幕。</p><p style=\"text-align: justify;\">今年是英伟达时隔五年首次让年度GTC重回线下，也是此前分析认为英伟达要“拿出点真家伙”的AI盛会。</p><p style=\"text-align: justify;\">当地时间周一下午，英伟达创始人兼CEO 黄仁勋在美国加州圣何塞SAP中心进行主题为“面向开发者的1#AI峰会”（1# AI Conference for Developers）演讲。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68ed3445d1656f7b915996d3e0e39530\" title=\"\" tg-width=\"640\" tg-height=\"470\"/></p><h2 id=\"id_1317132608\">Blackwell成本和能耗较前代改善25倍 全球最强大芯片 台积电4 nm制程</h2><p style=\"text-align: justify;\">黄仁勋介绍了运行AI模型的新一代芯片和软件。英伟达正式推出名为Blackwell的新一代AI图形处理器（GPU），预计将在今年晚些时候发货。</p><p style=\"text-align: justify;\">Blackwell平台能够在万亿参数级的大型语言模型（LLM）上构建和运行实时生成式 AI，而成本和能耗比前代改善25倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c14d278aa963e9702144f06d6537f79\" title=\"\" tg-width=\"640\" tg-height=\"360\"/></p><p style=\"text-align: justify;\">英伟达称，Blackwell拥有六项革命性的技术，可以支持多达10万亿参数的模型进行AI训练和实时LLM推理：</p><ul style=\"\"><li><p>全球最强大的芯片：Blackwell 架构 GPU由 2080 亿个晶体管组成，采用量身定制的台积电4纳米（nm）工艺制造，两个reticle极限GPU裸片将10 TB/秒的芯片到芯片链路连接成单个统一的GPU 。</p></li><li><p>第二代 Transformer引擎：结合了Blackwell Tensor Core技术和TensorRT-LLM和 NeMo Megatron 框架中的 英伟达先进动态范围管理算法，Blackwell 将通过新的4位浮点AI 支持双倍的计算和模型大小推理能力。</p></li><li><p>第五代 NVLink：为提高数万亿参数和混合专家AI 模型的性能，最新一代英伟达NVLink为每个 GPU 提供了突破性的 1.8TB/s 双向吞吐量，确保最复杂LLM之间多达576 个GPU 之间的无缝高速通信。</p></li><li><p>RAS 引擎 ：Blackwell 支持的 GPU 包含一个专用引擎，实现可靠性、可用性和服务性。 此外，Blackwell 架构还增加了芯片级功能，利用基于AI的预防性维护进行诊断和预测可靠性问题。这可以最大限度地延长系统正常运行时间，并提高大部署规模AI的弹性，使其能连续运行数周甚至数月，并降低运营成本。</p></li><li><p>安全人工智能：先进的机密计算功能可在不影响性能的情况下保护AI模型和客户数据，并支持新的本机接口加密协议，这对于医疗保健和金融服务等隐私敏感行业至关重要。</p></li><li><p>解压缩引擎：专用解压缩引擎支持最新格式，加快数据库查询，提供数据分析和数据科学的最高性能。 未来几年，在企业每年花费数百亿美元的数据处理方面，将越来越多地由 GPU 加速。</p></li></ul><h2 id=\"id_565161683\">GB200 NVL72推理性能较H100提升高达30倍</h2><p style=\"text-align: justify;\">英伟达同时介绍超级芯片GB200 Grace Blackwell Superchip，它通过 900GB/s的超低功耗NVLink，将两个B200 Tensor Core GPU 连接到NVIDIA Grace CPU。</p><p style=\"text-align: justify;\">为了获得最高的 AI 性能，GB200 驱动的系统可以与周一同时宣布的英伟达Quantum-X800 InfiniBand 和 Spectrum-X800 以太网平台连接，这些平台可提供速度高达 800Gb/s 的高级网络。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a62dab04affe5d7deb316a891dee4fd\" title=\"\" tg-width=\"550\" tg-height=\"564\"/></p><p style=\"text-align: justify;\">GB200是英伟达GB200 NVL72 的关键组件，GB200 NVL72 是一种多节点、液冷、机架规模系统，适用于计算最密集的工作负载。 它结合了 36 个 Grace Blackwell 超级芯片，其中包括通过第五代 NVLink 互连的 72 个 Blackwell GPU 和 36 个 Grace CPU。GB200 NVL72 还包括 NVIDIA BlueField®-3 数据处理单元，可在超大规模 AI 云中实现云网络加速、可组合存储、零信任安全性和 GPU 计算弹性。</p><p style=\"text-align: justify;\">相比数量的H100 Tensor Core GPU 相比，GB200 NVL72 对于 LLM 推理工作负载的性能提升高达 30 倍，并将成本和能耗降低高达 25 倍。</p><p style=\"text-align: justify;\">GB200 NVL72平台充当单个 GPU具有 1.4 exaflops 的 AI 性能和 30TB 的快速内存，是最新 DGX SuperPOD 的构建块。</p><p style=\"text-align: justify;\">英伟达推出服务器主板HGX B200，它通过 NVLink 连接八个 B200 GPU，以支持基于 x86 的生成式 AI 平台。 HGX B200 通过英伟达Quantum-2 InfiniBand 和 Spectrum-X 以太网网络平台支持高达 400Gb/s 的网络速度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7616297f6c112aa10255a1c88c09b76\" title=\"\" tg-width=\"640\" tg-height=\"360\"/></p><h2 id=\"id_3161863077\">亚马逊、微软、谷歌和甲骨文在首批提供Blackwell支持的云服务商之列</h2><p style=\"text-align: justify;\">Blackwell芯片将成为亚马逊、微软、谷歌这类全球最大数据中心运营商部署新电脑和其他产品的基础。基于Blackwell的产品将在今年晚些时候问世。</p><p style=\"text-align: justify;\">英伟达称，亚马逊云AWS、谷歌云、微软云Azure 和甲骨文云基础设施Oracle Cloud Infrastructure将成为首批提供Blackwell支持实例的云服务提供商，英伟达云合作伙伴计划的成员公司Applied Digital、CoreWeave、Crusoe、IBM Cloud 和 Lambda 也将成为首批提供 Blackwell 实例的云服务提供商。 </p><p style=\"text-align: justify;\">面向主权的Sovereign AI 云还将提供基于 Blackwell 的云服务和基础设施，包括 Indosat Ooredoo Hutchinson、Nebius、Nexgen Cloud、Oracle欧盟主权云、Oracle 美国、英国和澳大利亚政府云、Scaleway、Singtel、Northern Data Group 的 Taiga Cloud、 Yotta Data Services 的 Shakti Cloud 和 YTL Power International。</p><p style=\"text-align: justify;\">黄仁勋说，“三十年来，我们一直在追求加速计算，目标是实现深度学习和AI这类方面的变革性突破。生成式AI是我们这个时代的决定性技术。 Blackwell是推动这场新工业革命的引擎。 通过与世界上最具活力的公司合作，我们将实现AI在各行各业的承诺。”</p><p style=\"text-align: justify;\">英伟达在公告通稿中列举了料将采用Blackwell的一些组织，比如微软、亚马逊、谷歌、Meta、戴尔、OpenAI、甲骨文、马斯克领导的特斯拉和 xAI。黄仁勋介绍了包括这些公司在内的更多合作伙伴。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b0528111da97466d59ccacbb68efbea\" title=\"\" tg-width=\"640\" tg-height=\"346\"/></p><p style=\"text-align: justify;\">黄仁勋还提到，台积电和Synopsys将采用英伟达计算光刻技术，起用英伟达的计算光刻平台CuLitho。</p><p style=\"text-align: justify;\">台积电和Synopsys已经整合英伟达的Culitho W软件。他们将用英伟达的下一代 Blackwell GPU 来实现AI 和 HPC 应用。</p><h2 id=\"id_172045103\">新软件NIM让用户更容易利用已有英伟达GPU进行AI推理</h2><p style=\"text-align: justify;\">英伟达同时宣布推出名为英伟达NIM的推理微服务，它是优化的云原生微服务，旨在缩短生成式 AI 模型的上市时间并简化它们在云、数据中心和 GPU 加速工作站上的部署。</p><p style=\"text-align: justify;\">英伟达NIM通过使用行业标准 API 抽象化 AI 模型开发和生产包装的复杂性来扩展开发人员库。它是英伟达AI Enterprise 的一部分，为开发 AI 驱动的企业应用程序和在生产中部署 AI 模型提供了简化的路径。</p><p style=\"text-align: justify;\">NIM让用户使用旧版英伟达GPU进行推理或运行AI软件的过程变得更容易，并允许企业客户继续用他们已有的英伟达GPU。推理所需的算力比最初训练新的AI模型的少。 NIM 让企业能运行自己的AI 模型，而不是从OpenAI 等公司购买AI的成果。</p><p style=\"text-align: justify;\">基于英伟达服务器的客户只要订阅英伟达AI Enterprise 就可使用NIM，每个GPU每年的许可费用为 4500 美元。</p><p style=\"text-align: justify;\">英伟达将与微软和Hugging Face 等AI公司合作，确保他们的AI模型能够在所有兼容的英伟达芯片上运行。使用NIM的开发者可以在自己的服务器或基于云的 英伟达服务器上高效地运行模型，而无需冗长的配置过程。</p><p style=\"text-align: justify;\">评论称，NIM这种软件让部署AI变得更容易，不但为英伟达创收，而且给客户提供了又一个坚持使用英伟达芯片的理由。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达AI盛会GTC揭幕，最强AI芯片Blackwell来了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-19 04:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3710748?extract=1><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>》》全程回顾：英伟达 GTC 2024 主题演讲英伟达称，Blackwell的成本和能耗较前代改善25倍，是全球最强大芯片，由 2080 亿个晶体管组成，采用台积电4nm制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型（LLM）推理；GB200 NVL72推理性能较H100提升高达30倍；亚马逊、微软、谷歌和甲骨文在首批提供Blackwell支持的云服务商之列；台积电和Synopsys...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3710748?extract=1\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7683a80338b6c1f21a8c19e2e5c4545b","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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AI大会于美东时间3月18日周一拉开帷幕。今年是英伟达时隔五年首次让年度GTC重回线下，也是此前分析认为英伟达要“拿出点真家伙”的AI盛会。当地时间周一下午，英伟达创始人兼CEO 黄仁勋在美国加州圣何塞SAP中心进行主题为“面向开发者的1#AI峰会”（1# AI Conference for Developers）演讲。Blackwell成本和能耗较前代改善25倍 全球最强大芯片 台积电4 nm制程黄仁勋介绍了运行AI模型的新一代芯片和软件。英伟达正式推出名为Blackwell的新一代AI图形处理器（GPU），预计将在今年晚些时候发货。Blackwell平台能够在万亿参数级的大型语言模型（LLM）上构建和运行实时生成式 AI，而成本和能耗比前代改善25倍。英伟达称，Blackwell拥有六项革命性的技术，可以支持多达10万亿参数的模型进行AI训练和实时LLM推理：全球最强大的芯片：Blackwell 架构 GPU由 2080 亿个晶体管组成，采用量身定制的台积电4纳米（nm）工艺制造，两个reticle极限GPU裸片将10 TB/秒的芯片到芯片链路连接成单个统一的GPU 。第二代 Transformer引擎：结合了Blackwell Tensor Core技术和TensorRT-LLM和 NeMo Megatron 框架中的 英伟达先进动态范围管理算法，Blackwell 将通过新的4位浮点AI 支持双倍的计算和模型大小推理能力。第五代 NVLink：为提高数万亿参数和混合专家AI 模型的性能，最新一代英伟达NVLink为每个 GPU 提供了突破性的 1.8TB/s 双向吞吐量，确保最复杂LLM之间多达576 个GPU 之间的无缝高速通信。RAS 引擎 ：Blackwell 支持的 GPU 包含一个专用引擎，实现可靠性、可用性和服务性。 此外，Blackwell 架构还增加了芯片级功能，利用基于AI的预防性维护进行诊断和预测可靠性问题。这可以最大限度地延长系统正常运行时间，并提高大部署规模AI的弹性，使其能连续运行数周甚至数月，并降低运营成本。安全人工智能：先进的机密计算功能可在不影响性能的情况下保护AI模型和客户数据，并支持新的本机接口加密协议，这对于医疗保健和金融服务等隐私敏感行业至关重要。解压缩引擎：专用解压缩引擎支持最新格式，加快数据库查询，提供数据分析和数据科学的最高性能。 未来几年，在企业每年花费数百亿美元的数据处理方面，将越来越多地由 GPU 加速。GB200 NVL72推理性能较H100提升高达30倍英伟达同时介绍超级芯片GB200 Grace Blackwell Superchip，它通过 900GB/s的超低功耗NVLink，将两个B200 Tensor Core GPU 连接到NVIDIA Grace CPU。为了获得最高的 AI 性能，GB200 驱动的系统可以与周一同时宣布的英伟达Quantum-X800 InfiniBand 和 Spectrum-X800 以太网平台连接，这些平台可提供速度高达 800Gb/s 的高级网络。GB200是英伟达GB200 NVL72 的关键组件，GB200 NVL72 是一种多节点、液冷、机架规模系统，适用于计算最密集的工作负载。 它结合了 36 个 Grace Blackwell 超级芯片，其中包括通过第五代 NVLink 互连的 72 个 Blackwell GPU 和 36 个 Grace CPU。GB200 NVL72 还包括 NVIDIA BlueField®-3 数据处理单元，可在超大规模 AI 云中实现云网络加速、可组合存储、零信任安全性和 GPU 计算弹性。相比数量的H100 Tensor Core GPU 相比，GB200 NVL72 对于 LLM 推理工作负载的性能提升高达 30 倍，并将成本和能耗降低高达 25 倍。GB200 NVL72平台充当单个 GPU具有 1.4 exaflops 的 AI 性能和 30TB 的快速内存，是最新 DGX SuperPOD 的构建块。英伟达推出服务器主板HGX B200，它通过 NVLink 连接八个 B200 GPU，以支持基于 x86 的生成式 AI 平台。 HGX B200 通过英伟达Quantum-2 InfiniBand 和 Spectrum-X 以太网网络平台支持高达 400Gb/s 的网络速度。亚马逊、微软、谷歌和甲骨文在首批提供Blackwell支持的云服务商之列Blackwell芯片将成为亚马逊、微软、谷歌这类全球最大数据中心运营商部署新电脑和其他产品的基础。基于Blackwell的产品将在今年晚些时候问世。英伟达称，亚马逊云AWS、谷歌云、微软云Azure 和甲骨文云基础设施Oracle Cloud Infrastructure将成为首批提供Blackwell支持实例的云服务提供商，英伟达云合作伙伴计划的成员公司Applied Digital、CoreWeave、Crusoe、IBM Cloud 和 Lambda 也将成为首批提供 Blackwell 实例的云服务提供商。 面向主权的Sovereign AI 云还将提供基于 Blackwell 的云服务和基础设施，包括 Indosat Ooredoo Hutchinson、Nebius、Nexgen Cloud、Oracle欧盟主权云、Oracle 美国、英国和澳大利亚政府云、Scaleway、Singtel、Northern Data Group 的 Taiga Cloud、 Yotta Data Services 的 Shakti Cloud 和 YTL Power International。黄仁勋说，“三十年来，我们一直在追求加速计算，目标是实现深度学习和AI这类方面的变革性突破。生成式AI是我们这个时代的决定性技术。 Blackwell是推动这场新工业革命的引擎。 通过与世界上最具活力的公司合作，我们将实现AI在各行各业的承诺。”英伟达在公告通稿中列举了料将采用Blackwell的一些组织，比如微软、亚马逊、谷歌、Meta、戴尔、OpenAI、甲骨文、马斯克领导的特斯拉和 xAI。黄仁勋介绍了包括这些公司在内的更多合作伙伴。黄仁勋还提到，台积电和Synopsys将采用英伟达计算光刻技术，起用英伟达的计算光刻平台CuLitho。台积电和Synopsys已经整合英伟达的Culitho W软件。他们将用英伟达的下一代 Blackwell GPU 来实现AI 和 HPC 应用。新软件NIM让用户更容易利用已有英伟达GPU进行AI推理英伟达同时宣布推出名为英伟达NIM的推理微服务，它是优化的云原生微服务，旨在缩短生成式 AI 模型的上市时间并简化它们在云、数据中心和 GPU 加速工作站上的部署。英伟达NIM通过使用行业标准 API 抽象化 AI 模型开发和生产包装的复杂性来扩展开发人员库。它是英伟达AI Enterprise 的一部分，为开发 AI 驱动的企业应用程序和在生产中部署 AI 模型提供了简化的路径。NIM让用户使用旧版英伟达GPU进行推理或运行AI软件的过程变得更容易，并允许企业客户继续用他们已有的英伟达GPU。推理所需的算力比最初训练新的AI模型的少。 NIM 让企业能运行自己的AI 模型，而不是从OpenAI 等公司购买AI的成果。基于英伟达服务器的客户只要订阅英伟达AI Enterprise 就可使用NIM，每个GPU每年的许可费用为 4500 美元。英伟达将与微软和Hugging Face 等AI公司合作，确保他们的AI模型能够在所有兼容的英伟达芯片上运行。使用NIM的开发者可以在自己的服务器或基于云的 英伟达服务器上高效地运行模型，而无需冗长的配置过程。评论称，NIM这种软件让部署AI变得更容易，不但为英伟达创收，而且给客户提供了又一个坚持使用英伟达芯片的理由。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":4518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282136943784144,"gmtCreate":1709909599492,"gmtModify":1709909600455,"author":{"id":"3543925173302404","authorId":"3543925173302404","name":"美股魔术师","avatar":"https://static.tigerbbs.com/449979435a8105e84a60837f12219fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543925173302404","idStr":"3543925173302404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2403(BTCmain)$</a> 有没有迷你 CME期货合约？","listText":"<a href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2403(BTCmain)$</a> 有没有迷你 CME期货合约？","text":"$CME比特币主连 2403(BTCmain)$ 有没有迷你 CME期货合约？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282136943784144","isVote":1,"tweetType":1,"viewCount":3795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281433413386552,"gmtCreate":1709737793448,"gmtModify":1709737794806,"author":{"id":"3543925173302404","authorId":"3543925173302404","name":"美股魔术师","avatar":"https://static.tigerbbs.com/449979435a8105e84a60837f12219fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543925173302404","idStr":"3543925173302404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 只有FSD和超算dojo突破才有希望扭转趋势，否则电车这条路到头了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 只有FSD和超算dojo突破才有希望扭转趋势，否则电车这条路到头了","text":"$特斯拉(TSLA)$ 只有FSD和超算dojo突破才有希望扭转趋势，否则电车这条路到头了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/281433413386552","isVote":1,"tweetType":1,"viewCount":5001,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"二手思维","avatar":"https://static.tigerbbs.com/5b0182308b2e003cea848abd47262326","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"203105757513414","idStr":"203105757513414"},"content":"电车今年只会出利空了。。。","text":"电车今年只会出利空了。。。","html":"电车今年只会出利空了。。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280694583521584,"gmtCreate":1709558034936,"gmtModify":1709558036367,"author":{"id":"3543925173302404","authorId":"3543925173302404","name":"美股魔术师","avatar":"https://static.tigerbbs.com/449979435a8105e84a60837f12219fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543925173302404","idStr":"3543925173302404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 英伟达会不会因为太强垄断GPU算力芯片市场份额而被拆分？遥想当年的微软…","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 英伟达会不会因为太强垄断GPU算力芯片市场份额而被拆分？遥想当年的微软…","text":"$英伟达(NVDA)$ 英伟达会不会因为太强垄断GPU算力芯片市场份额而被拆分？遥想当年的微软…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/280694583521584","isVote":1,"tweetType":1,"viewCount":7643,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3543925173302404","authorId":"3543925173302404","name":"美股魔术师","avatar":"https://static.tigerbbs.com/449979435a8105e84a60837f12219fe0","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3543925173302404","idStr":"3543925173302404"},"content":"怎么可能哦，老美商业部拆分是促进AMD 英特尔等企业追上来","text":"怎么可能哦，老美商业部拆分是促进AMD 英特尔等企业追上来","html":"怎么可能哦，老美商业部拆分是促进AMD 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