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02-24 22:53

目前不是只做了8b？并且拼接芯片理论上会极大程度的速度衰减，而且芯片无外接内存的时候上下文差不多就2k-8k？我觉得市场还是有，机器人边缘计算，物联网。但是对传统大语言模型没有什么冲击

不联网的AI，杀疯了...

01-27

$SanDisk Corp(SNDK)$ 小爽，看一分线今天交易不是很积极不是很对劲天花板跑了。财报前可以接回来点

2025-11-24

$美光科技(MU)$ 在我成功给我电脑买到一根ddr5让他不卡前...我是不会跑了美光的。ddr5面向用户那基本上就是没货，我去南山赛格，赛格啊都没货。淘宝直接翻倍要价

2025-11-18

$亚马逊(AMZN)$ Openai Gemni和一堆ai又爆了，原因不明，说是第三方造成的，刚刚发生的，不知道是不是amazon云又爆了？

2025-10-20

coinbase，麦当劳，robinhood，apple tv，canva，canvas，framer，甚至吃鸡，部落冲突游戏都炸了😂这不得要罚款？

亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复

2025-04-11

$英伟达(NVDA)$ 觉得下来的差不多了。这两天逛深圳CEC，现状蛮有趣的。几个巨型展厅上百家供应链商，控制芯片，特种芯片，低端内存，和其他组件，都非常的完善。商品成品都处于萌芽阶段，例如ai玩具，都很蠢，但能看出大家都在摸索方向。而馆内算力软件/硬件/管理相关的展台，清一色摆着英伟达显卡，没有别的选项，没有别的生态。所以这个点位，虽然有点怕...还是进吧

2025-02-12

$百度(BIDU)$ 🌚早在gpt刚出来，百度发布文言一心的时候发了一个提示贴，警惕百度模型的含金量。被从业人员连喷带警告删了。现在回头看我说的没啥毛病，评论的时候150+，现在再也没回去

2024-11-14

‌$三倍做多富时中国ETF-Direxion(YINN)$ ‌弃坑，看空，破位了还玩是真的当赌徒了。人名币美元7.2422了都。

2024-11-14

$三倍做空富时中国ETF-Direxion(YANG)$ 🥲破位了还贪做多是真的唐，昨天各板块消息面都不错，加上腾讯控股大利好，愣是走成这c样。既然内部逻辑不顶用，那试试跟着外汇走，美元rmb汇率回落前不做多了。欧元日元 CAD都在低位，看看有没有反弹

2024-11-11

‌$三倍做空富时中国ETF-Direxion(YANG)$ ‌愣住。。。手滑按错键超低位卖了，愣是把分时都干下来了0.8%。

2024-11-06

$三倍做多富时中国ETF-Direxion(YINN)$ 夜盘被暂停交易了...也没看到说什么时候恢复

2024-10-24

$三倍做多富时中国ETF-Direxion(YINN)$ 港股这么跌夜盘怎么没动作😨

2024-10-21

‌$三倍做多富时中国ETF-Direxion(YINN)$ ‌什么情况，突然没量不动了？

2024-10-16

‌$三倍做多富时中国ETF-Direxion(YINN)$ ‌起床瞄了一眼，刚好看到刚刚跳到22个点，下一秒又回到4.44了，吓我一跳...

2024-10-07

$三倍做多富时中国ETF-Direxion(YINN)$ 本来今天心理收盘价5个点，四个点觉得差不多了就进。跌倒3个点我都质疑我的逻辑了想跑...但是在上课没来得及操作....结果就直接反弹拔上去了。典，太典了

2022-12-14

$晶科能源(JKS)$ 是谁如此顽皮🥲卖了一股亏我0.02%

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又是一个跨越式的进步。</p><p>那这个技术逻辑是怎么实现的呢？</p><p>最大的不同就是它把大模型的几十亿参数直接刻入硅片里面，</p><p>过去的芯片算力很强，但大模型和芯片之间数据需要传输，所以要借助HBM（显存）来搬运，甚至可以说90%的电量和时间都浪费在了路上，</p><p>好比一个天才面对一个复杂问题，一秒钟就给出了答案，但寄邮件却耗费了大量的时间。</p><p>而现在大模型就内嵌在芯片自身，它直接抛弃了昂贵的HBM显存，数据不需要搬运了，因为“计算即存储，存储即计算”，于是一下就节省出大量的资源。</p><p>这就和淘宝出来后，直接对接工厂发货，省去了实体店、中间商、库存一样。</p><p>那问题来了，如果要把大模型绘制在芯片上，模型岂不是被定死，那一旦老的模型失效要迭代，芯片岂不是就废了？</p><p>这也是过去大家都不敢这么搞的原因，因为模型迭代太快了，而且专门绘制一个大模型芯片的成本也很高，动辄上亿美金。</p><p>但如今随着Transformer语言的普及，大语言模型越来越成熟，那么这种商业路径成了可能。</p><p>而这次Taalas就是做了一个全自动的硅片编译器，可以实现自动给芯片电路编码，从而大幅提高效率降低成本。</p><p>效率方面，Taalas宣称把“大模型”转化为“定制芯片”的周期，可以从过去的一年降低到两个月。</p><p>成本方面，由于它抛弃了昂贵的HBM芯片，加上GPU用的普遍是H100芯片，如果换到大模型专用芯片上，只需要使用价格仅为1/20的6nm芯片就可以搞定运算。</p><p>这种情况即便是出了新的更强大模型，它也可以直接报废掉，换一个新的芯片就完事。</p><p>另外，估计有人也会好奇，这种绑定芯片的大模型，会不会因为没法更新迭代，导致知识永远停留在出厂那一天？</p><p>实际上大模型刻入芯片，只是模型本身的迭代不能进行了，就好比一个IQ180的人不能继续进化到IQ200，但它的逻辑推理能力，知识检索能力依旧顶级。</p><p>而且刻入芯片之后，访问大模型虽然不需要联网了，但它本身依然是具有联网能力的，依然可以找到最新的信息去学习，分析并且解决。</p><p>这就导致面对紧急突发状况的时候，它的响应速度远超过去的大模型，有更好的使用场景。</p><p>1、智能驾驶领域，当汽车在马路上突发紧急事件，有些复杂的问题根本无法解决~</p><p>比如前面临时修路了，原本的实线被磨掉了，交警拿着指挥棒示意你逆行绕过障碍物，传统的自动驾驶芯片擅长的是<strong>快速识别图像</strong>，但对这种需要快速逻辑推理的场景是无能无力的。</p><p>这种情况它根本等不起把数据打包传给阿里云、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等云端大模型来反馈结果，它需要的是和人类一样，低于1毫秒的“本能逻辑推理反射”。</p><p>2、高频量化领域，可以在宏观对冲金融里开“外挂”</p><p>在处理宏观新闻、财报、非农数据时，<span>美联储</span>鲍威尔的讲话文稿刚一发布，芯片就能以<strong>17000Token/秒</strong>的速度，在零点几毫秒内瞬间“吞下”几万字的报告，立刻得出“鹰派/鸽派”的定性，并转化为做多/做空大宗商品或<span>股指期货</span>的信号。</p><p>3、军工领域，这种无需联网、固化在物理硬件里的高智商芯片，是武器系统唯一的最佳选择。</p><p>哪怕是处在断网的“信息孤岛”，它还是能凭着出厂时被赋予的庞大参数，独立进行极速的战术分析和保密决策。</p><p>...................</p><p>当然，我们也要关注这个背后长远看一些潜在的利空，</p><p>最近一年，以<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/MU\">美光</a>，SK海力士为首的三大HBM存储巨头股价狂飙，底层逻辑都靠一个支撑：<strong>“AI</strong>的尽头是算力，算力的尽头是HBM”。</p><p>如果chatjimmy.ai这种“无HBM化”的芯片普及，甚至形成燎原之势，对这三大巨头绝对不仅仅是“有影响”，而是巨大的估值逻辑破坏。</p><p>另一方面，以前云计算借助AI推理全面收取过路费的模式，也可能会被打上一个问号。</p><p>毕竟如果人人的手机、汽车都有这种AI大模型芯片，绝大多数日常问题在本地0.1秒就免费解决了。</p><p>真正需要传到云端、花钱去求ChatGPT或Gemini这种复杂模型来解答的流量，可能连20%都不到。</p><p>不过对于资金布局在这些方向的人来说，明白危机的同时，也别太过于焦虑了。</p><p>因为短期来说它能写入的模型水平还是有限的，也就是目前仅限几十亿参数的初中生智商水平，距离真正顶级，动辄上百万亿参数模型还为之尚远。</p><p>也就是它五到十年内的使用场景更多还只是在一些特定的领域，尤其是对于一些对“断网、低延迟、绝对隐私”有极端要求的垂直领域——比如我前面提到的智能驾驶、军工系统、或者是金融量化高频交易。</p><p>但拉长来看，技术进步的速度确实是难以估量的，谁又知道哪天这些顶级模型写入芯片之后，每个人的设备终端都拥有了顶级离线AI，世界又会演变成什么夸张的模样。</p><p>就说这些...</p></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224133308a4c18efb&s=b><strong>思哲与创富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近科技圈和资本市场同时被一个叫做chatjimmy.ai的新物种刷屏了，初次彻底震惊了我。在没有英伟达高性能AI芯片的加持，这家硅谷初创公司Taalas就让旗下大模型跑出了每秒1.5万到1.7万个Token。这是什么概念？传统的大模型每秒是跑一到两千的Token，速度是它的1/10不到，人话说就是，你把一道极其复杂的数学题发过去，传统的AI模型还搁那一个劲思考呢，而它下一秒就罗列了好几种解法给你...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224133308a4c18efb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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又是一个跨越式的进步。那这个技术逻辑是怎么实现的呢？最大的不同就是它把大模型的几十亿参数直接刻入硅片里面，过去的芯片算力很强，但大模型和芯片之间数据需要传输，所以要借助HBM（显存）来搬运，甚至可以说90%的电量和时间都浪费在了路上，好比一个天才面对一个复杂问题，一秒钟就给出了答案，但寄邮件却耗费了大量的时间。而现在大模型就内嵌在芯片自身，它直接抛弃了昂贵的HBM显存，数据不需要搬运了，因为“计算即存储，存储即计算”，于是一下就节省出大量的资源。这就和淘宝出来后，直接对接工厂发货，省去了实体店、中间商、库存一样。那问题来了，如果要把大模型绘制在芯片上，模型岂不是被定死，那一旦老的模型失效要迭代，芯片岂不是就废了？这也是过去大家都不敢这么搞的原因，因为模型迭代太快了，而且专门绘制一个大模型芯片的成本也很高，动辄上亿美金。但如今随着Transformer语言的普及，大语言模型越来越成熟，那么这种商业路径成了可能。而这次Taalas就是做了一个全自动的硅片编译器，可以实现自动给芯片电路编码，从而大幅提高效率降低成本。效率方面，Taalas宣称把“大模型”转化为“定制芯片”的周期，可以从过去的一年降低到两个月。成本方面，由于它抛弃了昂贵的HBM芯片，加上GPU用的普遍是H100芯片，如果换到大模型专用芯片上，只需要使用价格仅为1/20的6nm芯片就可以搞定运算。这种情况即便是出了新的更强大模型，它也可以直接报废掉，换一个新的芯片就完事。另外，估计有人也会好奇，这种绑定芯片的大模型，会不会因为没法更新迭代，导致知识永远停留在出厂那一天？实际上大模型刻入芯片，只是模型本身的迭代不能进行了，就好比一个IQ180的人不能继续进化到IQ200，但它的逻辑推理能力，知识检索能力依旧顶级。而且刻入芯片之后，访问大模型虽然不需要联网了，但它本身依然是具有联网能力的，依然可以找到最新的信息去学习，分析并且解决。这就导致面对紧急突发状况的时候，它的响应速度远超过去的大模型，有更好的使用场景。1、智能驾驶领域，当汽车在马路上突发紧急事件，有些复杂的问题根本无法解决~比如前面临时修路了，原本的实线被磨掉了，交警拿着指挥棒示意你逆行绕过障碍物，传统的自动驾驶芯片擅长的是快速识别图像，但对这种需要快速逻辑推理的场景是无能无力的。这种情况它根本等不起把数据打包传给阿里云、亚马逊等云端大模型来反馈结果，它需要的是和人类一样，低于1毫秒的“本能逻辑推理反射”。2、高频量化领域，可以在宏观对冲金融里开“外挂”在处理宏观新闻、财报、非农数据时，美联储鲍威尔的讲话文稿刚一发布，芯片就能以17000Token/秒的速度，在零点几毫秒内瞬间“吞下”几万字的报告，立刻得出“鹰派/鸽派”的定性，并转化为做多/做空大宗商品或股指期货的信号。3、军工领域，这种无需联网、固化在物理硬件里的高智商芯片，是武器系统唯一的最佳选择。哪怕是处在断网的“信息孤岛”，它还是能凭着出厂时被赋予的庞大参数，独立进行极速的战术分析和保密决策。...................当然，我们也要关注这个背后长远看一些潜在的利空，最近一年，以三星、美光，SK海力士为首的三大HBM存储巨头股价狂飙，底层逻辑都靠一个支撑：“AI的尽头是算力，算力的尽头是HBM”。如果chatjimmy.ai这种“无HBM化”的芯片普及，甚至形成燎原之势，对这三大巨头绝对不仅仅是“有影响”，而是巨大的估值逻辑破坏。另一方面，以前云计算借助AI推理全面收取过路费的模式，也可能会被打上一个问号。毕竟如果人人的手机、汽车都有这种AI大模型芯片，绝大多数日常问题在本地0.1秒就免费解决了。真正需要传到云端、花钱去求ChatGPT或Gemini这种复杂模型来解答的流量，可能连20%都不到。不过对于资金布局在这些方向的人来说，明白危机的同时，也别太过于焦虑了。因为短期来说它能写入的模型水平还是有限的，也就是目前仅限几十亿参数的初中生智商水平，距离真正顶级，动辄上百万亿参数模型还为之尚远。也就是它五到十年内的使用场景更多还只是在一些特定的领域，尤其是对于一些对“断网、低延迟、绝对隐私”有极端要求的垂直领域——比如我前面提到的智能驾驶、军工系统、或者是金融量化高频交易。但拉长来看，技术进步的速度确实是难以估量的，谁又知道哪天这些顶级模型写入芯片之后，每个人的设备终端都拥有了顶级离线AI，世界又会演变成什么夸张的模样。就说这些...","news_type":1,"symbols_score_info":{"MU":0.9,"MUD":0.6,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526335604060736,"gmtCreate":1769527686416,"gmtModify":1769527689864,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"SJVR_Finance","avatar":"https://static.tigerbbs.com/d38fd81b8e8ce1c1857c5c5e89ae1c2f","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551269963098170","idStr":"3551269963098170"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 云服务：已经实施了初步缓解措施，我们正在观察一些受影响的Aws服务出现恢复的早期迹象。在此期间，请求可能会继续失败，我们正在努力实现完全解决问题。</p><p>Coinbase：我们正看到恢复的早期迹象，目前部分用户已能够访问并使用Coinbase服务。</p><p>今日，包括Coinbase、Snapchat、Roblox、Fortnite、多邻国等在内的全球多家网站“瘫痪”，疑与亚马逊云服务有关。</p><p>亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复。底层DNS问题已得到全面缓解，目前大多数AWS服务运行正常。在我们全力解决问题的过程中，部分请求可能会被限流。</p><p>截至发稿，亚马逊盘前股价回升转涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d78b69af3dfe3bd532249fef8c1d93fc\" title=\"\" tg-width=\"1296\" tg-height=\"405\"/></p><p></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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复</title>\n<style 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href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 云服务：已经实施了初步缓解措施，我们正在观察一些受影响的Aws服务出现恢复的早期迹象。在此期间，请求可能会继续失败，我们正在努力实现完全解决问题。</p><p>Coinbase：我们正看到恢复的早期迹象，目前部分用户已能够访问并使用Coinbase服务。</p><p>今日，包括Coinbase、Snapchat、Roblox、Fortnite、多邻国等在内的全球多家网站“瘫痪”，疑与亚马逊云服务有关。</p><p>亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复。底层DNS问题已得到全面缓解，目前大多数AWS服务运行正常。在我们全力解决问题的过程中，部分请求可能会被限流。</p><p>截至发稿，亚马逊盘前股价回升转涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d78b69af3dfe3bd532249fef8c1d93fc\" title=\"\" tg-width=\"1296\" tg-height=\"405\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c30fcb92b1ef34e9ba44453b40ecde99","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183025757","content_text":"亚马逊 云服务：已经实施了初步缓解措施，我们正在观察一些受影响的Aws服务出现恢复的早期迹象。在此期间，请求可能会继续失败，我们正在努力实现完全解决问题。Coinbase：我们正看到恢复的早期迹象，目前部分用户已能够访问并使用Coinbase服务。今日，包括Coinbase、Snapchat、Roblox、Fortnite、多邻国等在内的全球多家网站“瘫痪”，疑与亚马逊云服务有关。亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复。底层DNS问题已得到全面缓解，目前大多数AWS服务运行正常。在我们全力解决问题的过程中，部分请求可能会被限流。截至发稿，亚马逊盘前股价回升转涨。","news_type":1,"symbols_score_info":{"AMZN":1.1}},"isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423038817513696,"gmtCreate":1744308207708,"gmtModify":1744308467654,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"SJVR_Finance","avatar":"https://static.tigerbbs.com/d38fd81b8e8ce1c1857c5c5e89ae1c2f","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551269963098170","idStr":"3551269963098170"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 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12:25","market":"us","language":"zh","title":"不联网的AI，杀疯了...","url":"https://stock-news.laohu8.com/highlight/detail?id=2613769742","media":"思哲与创富","summary":"最近科技圈和资本市场同时被一个叫做chatjimmy.ai的新物种刷屏了，初次彻底震惊了我。在没有英伟达高性能AI芯片的加持，这家硅谷初创公司Taalas就让旗下大模型跑出了每秒1.5万到1.7万个Token。毕竟如果人人的手机、汽车都有这种AI大模型芯片，绝大多数日常问题在本地0.1秒就免费解决了。但拉长来看，技术进步的速度确实是难以估量的，谁又知道哪天这些顶级模型写入芯片之后，每个人的设备终端都拥有了顶级离线AI，世界又会演变成什么夸张的模样。","content":"<html><body><article><p>最近科技圈和资本市场同时被一个叫做<strong>chatjimmy.ai</strong>的新物种刷屏了，初次彻底震惊了我。</p><p>在没有<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>高性能AI芯片的加持，这家硅谷初创公司Taalas就让旗下大模型跑出了<strong>每秒</strong>1.5万到1.7万个Token。</p><p>这是什么概念？传统的大模型每秒是跑一到两千的Token，速度是它的1/10不到，</p><p>人话说就是，你把一道极其复杂的数学题发过去，传统的AI模型还搁那一个劲思考呢，而它下一秒就罗列了好几种解法给你看：</p><p>这个升级幅度，就好比是从算盘升级到计算器， 又是一个跨越式的进步。</p><p>那这个技术逻辑是怎么实现的呢？</p><p>最大的不同就是它把大模型的几十亿参数直接刻入硅片里面，</p><p>过去的芯片算力很强，但大模型和芯片之间数据需要传输，所以要借助HBM（显存）来搬运，甚至可以说90%的电量和时间都浪费在了路上，</p><p>好比一个天才面对一个复杂问题，一秒钟就给出了答案，但寄邮件却耗费了大量的时间。</p><p>而现在大模型就内嵌在芯片自身，它直接抛弃了昂贵的HBM显存，数据不需要搬运了，因为“计算即存储，存储即计算”，于是一下就节省出大量的资源。</p><p>这就和淘宝出来后，直接对接工厂发货，省去了实体店、中间商、库存一样。</p><p>那问题来了，如果要把大模型绘制在芯片上，模型岂不是被定死，那一旦老的模型失效要迭代，芯片岂不是就废了？</p><p>这也是过去大家都不敢这么搞的原因，因为模型迭代太快了，而且专门绘制一个大模型芯片的成本也很高，动辄上亿美金。</p><p>但如今随着Transformer语言的普及，大语言模型越来越成熟，那么这种商业路径成了可能。</p><p>而这次Taalas就是做了一个全自动的硅片编译器，可以实现自动给芯片电路编码，从而大幅提高效率降低成本。</p><p>效率方面，Taalas宣称把“大模型”转化为“定制芯片”的周期，可以从过去的一年降低到两个月。</p><p>成本方面，由于它抛弃了昂贵的HBM芯片，加上GPU用的普遍是H100芯片，如果换到大模型专用芯片上，只需要使用价格仅为1/20的6nm芯片就可以搞定运算。</p><p>这种情况即便是出了新的更强大模型，它也可以直接报废掉，换一个新的芯片就完事。</p><p>另外，估计有人也会好奇，这种绑定芯片的大模型，会不会因为没法更新迭代，导致知识永远停留在出厂那一天？</p><p>实际上大模型刻入芯片，只是模型本身的迭代不能进行了，就好比一个IQ180的人不能继续进化到IQ200，但它的逻辑推理能力，知识检索能力依旧顶级。</p><p>而且刻入芯片之后，访问大模型虽然不需要联网了，但它本身依然是具有联网能力的，依然可以找到最新的信息去学习，分析并且解决。</p><p>这就导致面对紧急突发状况的时候，它的响应速度远超过去的大模型，有更好的使用场景。</p><p>1、智能驾驶领域，当汽车在马路上突发紧急事件，有些复杂的问题根本无法解决~</p><p>比如前面临时修路了，原本的实线被磨掉了，交警拿着指挥棒示意你逆行绕过障碍物，传统的自动驾驶芯片擅长的是<strong>快速识别图像</strong>，但对这种需要快速逻辑推理的场景是无能无力的。</p><p>这种情况它根本等不起把数据打包传给阿里云、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等云端大模型来反馈结果，它需要的是和人类一样，低于1毫秒的“本能逻辑推理反射”。</p><p>2、高频量化领域，可以在宏观对冲金融里开“外挂”</p><p>在处理宏观新闻、财报、非农数据时，<span>美联储</span>鲍威尔的讲话文稿刚一发布，芯片就能以<strong>17000Token/秒</strong>的速度，在零点几毫秒内瞬间“吞下”几万字的报告，立刻得出“鹰派/鸽派”的定性，并转化为做多/做空大宗商品或<span>股指期货</span>的信号。</p><p>3、军工领域，这种无需联网、固化在物理硬件里的高智商芯片，是武器系统唯一的最佳选择。</p><p>哪怕是处在断网的“信息孤岛”，它还是能凭着出厂时被赋予的庞大参数，独立进行极速的战术分析和保密决策。</p><p>...................</p><p>当然，我们也要关注这个背后长远看一些潜在的利空，</p><p>最近一年，以<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/MU\">美光</a>，SK海力士为首的三大HBM存储巨头股价狂飙，底层逻辑都靠一个支撑：<strong>“AI</strong>的尽头是算力，算力的尽头是HBM”。</p><p>如果chatjimmy.ai这种“无HBM化”的芯片普及，甚至形成燎原之势，对这三大巨头绝对不仅仅是“有影响”，而是巨大的估值逻辑破坏。</p><p>另一方面，以前云计算借助AI推理全面收取过路费的模式，也可能会被打上一个问号。</p><p>毕竟如果人人的手机、汽车都有这种AI大模型芯片，绝大多数日常问题在本地0.1秒就免费解决了。</p><p>真正需要传到云端、花钱去求ChatGPT或Gemini这种复杂模型来解答的流量，可能连20%都不到。</p><p>不过对于资金布局在这些方向的人来说，明白危机的同时，也别太过于焦虑了。</p><p>因为短期来说它能写入的模型水平还是有限的，也就是目前仅限几十亿参数的初中生智商水平，距离真正顶级，动辄上百万亿参数模型还为之尚远。</p><p>也就是它五到十年内的使用场景更多还只是在一些特定的领域，尤其是对于一些对“断网、低延迟、绝对隐私”有极端要求的垂直领域——比如我前面提到的智能驾驶、军工系统、或者是金融量化高频交易。</p><p>但拉长来看，技术进步的速度确实是难以估量的，谁又知道哪天这些顶级模型写入芯片之后，每个人的设备终端都拥有了顶级离线AI，世界又会演变成什么夸张的模样。</p><p>就说这些...</p></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.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不联网的AI，杀疯了...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-24 12:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224133308a4c18efb&s=b><strong>思哲与创富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近科技圈和资本市场同时被一个叫做chatjimmy.ai的新物种刷屏了，初次彻底震惊了我。在没有英伟达高性能AI芯片的加持，这家硅谷初创公司Taalas就让旗下大模型跑出了每秒1.5万到1.7万个Token。这是什么概念？传统的大模型每秒是跑一到两千的Token，速度是它的1/10不到，人话说就是，你把一道极其复杂的数学题发过去，传统的AI模型还搁那一个劲思考呢，而它下一秒就罗列了好几种解法给你...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224133308a4c18efb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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又是一个跨越式的进步。那这个技术逻辑是怎么实现的呢？最大的不同就是它把大模型的几十亿参数直接刻入硅片里面，过去的芯片算力很强，但大模型和芯片之间数据需要传输，所以要借助HBM（显存）来搬运，甚至可以说90%的电量和时间都浪费在了路上，好比一个天才面对一个复杂问题，一秒钟就给出了答案，但寄邮件却耗费了大量的时间。而现在大模型就内嵌在芯片自身，它直接抛弃了昂贵的HBM显存，数据不需要搬运了，因为“计算即存储，存储即计算”，于是一下就节省出大量的资源。这就和淘宝出来后，直接对接工厂发货，省去了实体店、中间商、库存一样。那问题来了，如果要把大模型绘制在芯片上，模型岂不是被定死，那一旦老的模型失效要迭代，芯片岂不是就废了？这也是过去大家都不敢这么搞的原因，因为模型迭代太快了，而且专门绘制一个大模型芯片的成本也很高，动辄上亿美金。但如今随着Transformer语言的普及，大语言模型越来越成熟，那么这种商业路径成了可能。而这次Taalas就是做了一个全自动的硅片编译器，可以实现自动给芯片电路编码，从而大幅提高效率降低成本。效率方面，Taalas宣称把“大模型”转化为“定制芯片”的周期，可以从过去的一年降低到两个月。成本方面，由于它抛弃了昂贵的HBM芯片，加上GPU用的普遍是H100芯片，如果换到大模型专用芯片上，只需要使用价格仅为1/20的6nm芯片就可以搞定运算。这种情况即便是出了新的更强大模型，它也可以直接报废掉，换一个新的芯片就完事。另外，估计有人也会好奇，这种绑定芯片的大模型，会不会因为没法更新迭代，导致知识永远停留在出厂那一天？实际上大模型刻入芯片，只是模型本身的迭代不能进行了，就好比一个IQ180的人不能继续进化到IQ200，但它的逻辑推理能力，知识检索能力依旧顶级。而且刻入芯片之后，访问大模型虽然不需要联网了，但它本身依然是具有联网能力的，依然可以找到最新的信息去学习，分析并且解决。这就导致面对紧急突发状况的时候，它的响应速度远超过去的大模型，有更好的使用场景。1、智能驾驶领域，当汽车在马路上突发紧急事件，有些复杂的问题根本无法解决~比如前面临时修路了，原本的实线被磨掉了，交警拿着指挥棒示意你逆行绕过障碍物，传统的自动驾驶芯片擅长的是快速识别图像，但对这种需要快速逻辑推理的场景是无能无力的。这种情况它根本等不起把数据打包传给阿里云、亚马逊等云端大模型来反馈结果，它需要的是和人类一样，低于1毫秒的“本能逻辑推理反射”。2、高频量化领域，可以在宏观对冲金融里开“外挂”在处理宏观新闻、财报、非农数据时，美联储鲍威尔的讲话文稿刚一发布，芯片就能以17000Token/秒的速度，在零点几毫秒内瞬间“吞下”几万字的报告，立刻得出“鹰派/鸽派”的定性，并转化为做多/做空大宗商品或股指期货的信号。3、军工领域，这种无需联网、固化在物理硬件里的高智商芯片，是武器系统唯一的最佳选择。哪怕是处在断网的“信息孤岛”，它还是能凭着出厂时被赋予的庞大参数，独立进行极速的战术分析和保密决策。...................当然，我们也要关注这个背后长远看一些潜在的利空，最近一年，以三星、美光，SK海力士为首的三大HBM存储巨头股价狂飙，底层逻辑都靠一个支撑：“AI的尽头是算力，算力的尽头是HBM”。如果chatjimmy.ai这种“无HBM化”的芯片普及，甚至形成燎原之势，对这三大巨头绝对不仅仅是“有影响”，而是巨大的估值逻辑破坏。另一方面，以前云计算借助AI推理全面收取过路费的模式，也可能会被打上一个问号。毕竟如果人人的手机、汽车都有这种AI大模型芯片，绝大多数日常问题在本地0.1秒就免费解决了。真正需要传到云端、花钱去求ChatGPT或Gemini这种复杂模型来解答的流量，可能连20%都不到。不过对于资金布局在这些方向的人来说，明白危机的同时，也别太过于焦虑了。因为短期来说它能写入的模型水平还是有限的，也就是目前仅限几十亿参数的初中生智商水平，距离真正顶级，动辄上百万亿参数模型还为之尚远。也就是它五到十年内的使用场景更多还只是在一些特定的领域，尤其是对于一些对“断网、低延迟、绝对隐私”有极端要求的垂直领域——比如我前面提到的智能驾驶、军工系统、或者是金融量化高频交易。但拉长来看，技术进步的速度确实是难以估量的，谁又知道哪天这些顶级模型写入芯片之后，每个人的设备终端都拥有了顶级离线AI，世界又会演变成什么夸张的模样。就说这些...","news_type":1,"symbols_score_info":{"MU":0.9,"MUD":0.6,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369663181644176,"gmtCreate":1731291281014,"gmtModify":1731291282778,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"SJVR_Finance","avatar":"https://static.tigerbbs.com/d38fd81b8e8ce1c1857c5c5e89ae1c2f","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"htmlText":"‌<a 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觉得下来的差不多了。这两天逛深圳CEC，现状蛮有趣的。几个巨型展厅上百家供应链商，控制芯片，特种芯片，低端内存，和其他组件，都非常的完善。商品成品都处于萌芽阶段，例如ai玩具，都很蠢，但能看出大家都在摸索方向。 而馆内算力软件/硬件/管理相关的展台，清一色摆着英伟达显卡，没有别的选项，没有别的生态。 所以这个点位，虽然有点怕...还是进吧","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 觉得下来的差不多了。这两天逛深圳CEC，现状蛮有趣的。几个巨型展厅上百家供应链商，控制芯片，特种芯片，低端内存，和其他组件，都非常的完善。商品成品都处于萌芽阶段，例如ai玩具，都很蠢，但能看出大家都在摸索方向。 而馆内算力软件/硬件/管理相关的展台，清一色摆着英伟达显卡，没有别的选项，没有别的生态。 所以这个点位，虽然有点怕...还是进吧","text":"$英伟达(NVDA)$ 觉得下来的差不多了。这两天逛深圳CEC，现状蛮有趣的。几个巨型展厅上百家供应链商，控制芯片，特种芯片，低端内存，和其他组件，都非常的完善。商品成品都处于萌芽阶段，例如ai玩具，都很蠢，但能看出大家都在摸索方向。 而馆内算力软件/硬件/管理相关的展台，清一色摆着英伟达显卡，没有别的选项，没有别的生态。 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在我成功给我电脑买到一根ddr5让他不卡前...我是不会跑了美光的。ddr5面向用户那基本上就是没货，我去南山赛格，赛格啊都没货。淘宝直接翻倍要价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503699752366752","isVote":1,"tweetType":1,"viewCount":3099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491250891866880,"gmtCreate":1760955047508,"gmtModify":1760955050298,"author":{"id":"3551269963098170","authorId":"3551269963098170","name":"SJVR_Finance","avatar":"https://static.tigerbbs.com/d38fd81b8e8ce1c1857c5c5e89ae1c2f","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551269963098170","authorIdStr":"3551269963098170"},"themes":[],"htmlText":"coinbase，麦当劳，robinhood，apple tv，canva，canvas，framer，甚至吃鸡，部落冲突游戏都炸了😂这不得要罚款？","listText":"coinbase，麦当劳，robinhood，apple tv，canva，canvas，framer，甚至吃鸡，部落冲突游戏都炸了😂这不得要罚款？","text":"coinbase，麦当劳，robinhood，apple tv，canva，canvas，framer，甚至吃鸡，部落冲突游戏都炸了😂这不得要罚款？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491250891866880","repostId":"1183025757","repostType":2,"repost":{"id":"1183025757","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1760952572,"share":"https://www.laohu8.com/m/news/1183025757?lang=zh_CN&edition=full","pubTime":"2025-10-20 17:29","market":"us","language":"zh","title":"亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复","url":"https://stock-news.laohu8.com/highlight/detail?id=1183025757","media":"老虎资讯综合","summary":"请求可能会继续失败。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 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href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 云服务：已经实施了初步缓解措施，我们正在观察一些受影响的Aws服务出现恢复的早期迹象。在此期间，请求可能会继续失败，我们正在努力实现完全解决问题。</p><p>Coinbase：我们正看到恢复的早期迹象，目前部分用户已能够访问并使用Coinbase服务。</p><p>今日，包括Coinbase、Snapchat、Roblox、Fortnite、多邻国等在内的全球多家网站“瘫痪”，疑与亚马逊云服务有关。</p><p>亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复。底层DNS问题已得到全面缓解，目前大多数AWS服务运行正常。在我们全力解决问题的过程中，部分请求可能会被限流。</p><p>截至发稿，亚马逊盘前股价回升转涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d78b69af3dfe3bd532249fef8c1d93fc\" title=\"\" tg-width=\"1296\" tg-height=\"405\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c30fcb92b1ef34e9ba44453b40ecde99","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183025757","content_text":"亚马逊 云服务：已经实施了初步缓解措施，我们正在观察一些受影响的Aws服务出现恢复的早期迹象。在此期间，请求可能会继续失败，我们正在努力实现完全解决问题。Coinbase：我们正看到恢复的早期迹象，目前部分用户已能够访问并使用Coinbase服务。今日，包括Coinbase、Snapchat、Roblox、Fortnite、多邻国等在内的全球多家网站“瘫痪”，疑与亚马逊云服务有关。亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复。底层DNS问题已得到全面缓解，目前大多数AWS服务运行正常。在我们全力解决问题的过程中，部分请求可能会被限流。截至发稿，亚马逊盘前股价回升转涨。","news_type":1,"symbols_score_info":{"AMZN":1.1}},"isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}