Burt J的个人主页 - 老虎社区

Burt J

Burt J

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IP属地：浙江

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1主题

0勋章

06-24

$美光科技(MU)$

06-16

$美光科技(MU)$

06-04

MU

抱歉，原内容已删除

2024-12-26

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2024-12-24

这篇文章不错，转发给大家看看

@芝能汽车:Ayar Labs完成1.55亿美元D轮融资

2024-10-17

一万亿达成！

@Burt J:$台积电(TSM)$ 未来两年突破一万亿市值也不是不可能！耐心等待....

2024-10-16

$英伟达(NVDA)$

2024-10-16

$台积电(TSM)$

2024-05-31

$英伟达(NVDA)$ 前途无量

2024-05-23

$英伟达(NVDA)$

2024-05-16

$台积电(TSM)$

2024-05-16

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2024-05-15

$台积电(TSM)$ 强者恒强

2024-05-15

$台积电(TSM)$ 未来两年突破一万亿市值也不是不可能！耐心等待....

2024-03-25

$英伟达(NVDA)$

2024-03-14

这篇文章不错，转发给大家看看

@美港股观察社:Seagen开始开花结果

2023-04-18

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@胖虎哒哒:【转】英伟达：人工智能背后的新帝国

2023-04-16

这篇文章不错，转发给大家看看

直播：为什么引领新一轮AI发展的，又有英伟达？

2023-02-27

$英伟达(NVDA)$ AI主力军

2023-02-23

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Labs正在通过创新的硅光子解决方案推动AI基础设施的变革。这篇文章将从公司技术、融资背景与市场价值切入，解析这次融资的产业影响与技术趋势。 Part 1 Ayar Labs的技术、 融资与行业吸引力 Ayar Labs是一家专注于硅光子领域的创新企业，其核心技术是光I/O互连解决方案。 通过TeraPHY™光学I/O芯片与Supernova™多波长光源的结合，该技术以光信号取代传统铜线传输数据，大幅提升片外互连的速度和带宽，同时显著降低功耗和延迟。 这一突破为解决数据中心、AI训练集群等复杂计算场景中的数据瓶颈提供了全新路径，特别是在生成式AI和高性能计算(HPC)的应用中表现出巨大潜力。例如，Ayar Labs在2023年展示了全球首个4Tbps的光学解决方案，通过这一高速传输能力为未来的AI集群互连树立了新标杆。 本次D轮融资由AMD、英特尔和英伟达等行业巨头领投，进一步巩固了Ayar Labs的行业影响力。这些企业的参与不仅代表资本市场对硅光子技术的认可，更反映了产业链上游对创新互连技术的迫切需求。 此前，Ayar Labs已获得来自硅谷知名风投和战略合作伙伴的多轮支持，并通过与英特尔、惠普等企业的合作逐步将技术推进至实用阶段。 传统的铜线互连在数据传输速度和能效方面已接近极限，特别是面对不断扩展的AI计算需求和大型封装的复杂性，光I/O逐渐成为不可或缺的解决方案。 Ayar Labs的技术独特之处在于其整体封装设计，使得光学模块可以直接与芯片集成，大幅缩短信号路径并提升性能。这一设计不仅适用于AI领域，还能在未来的数据中心和分布式计算环境中广泛应","listText":"芝能智芯出品 Ayar Labs近日宣布完成1.55亿美元D轮融资，使其总融资额达到3.7亿美元。融资背后，AMD、英特尔、英伟达等多家芯片巨头的参与吸引了产业的广泛关注。 作为一家专注于光I/O互连技术的公司，Ayar Labs正在通过创新的硅光子解决方案推动AI基础设施的变革。这篇文章将从公司技术、融资背景与市场价值切入，解析这次融资的产业影响与技术趋势。 Part 1 Ayar Labs的技术、 融资与行业吸引力 Ayar Labs是一家专注于硅光子领域的创新企业，其核心技术是光I/O互连解决方案。 通过TeraPHY™光学I/O芯片与Supernova™多波长光源的结合，该技术以光信号取代传统铜线传输数据，大幅提升片外互连的速度和带宽，同时显著降低功耗和延迟。 这一突破为解决数据中心、AI训练集群等复杂计算场景中的数据瓶颈提供了全新路径，特别是在生成式AI和高性能计算(HPC)的应用中表现出巨大潜力。例如，Ayar Labs在2023年展示了全球首个4Tbps的光学解决方案，通过这一高速传输能力为未来的AI集群互连树立了新标杆。 本次D轮融资由AMD、英特尔和英伟达等行业巨头领投，进一步巩固了Ayar Labs的行业影响力。这些企业的参与不仅代表资本市场对硅光子技术的认可，更反映了产业链上游对创新互连技术的迫切需求。 此前，Ayar Labs已获得来自硅谷知名风投和战略合作伙伴的多轮支持，并通过与英特尔、惠普等企业的合作逐步将技术推进至实用阶段。 传统的铜线互连在数据传输速度和能效方面已接近极限，特别是面对不断扩展的AI计算需求和大型封装的复杂性，光I/O逐渐成为不可或缺的解决方案。 Ayar Labs的技术独特之处在于其整体封装设计，使得光学模块可以直接与芯片集成，大幅缩短信号路径并提升性能。这一设计不仅适用于AI领域，还能在未来的数据中心和分布式计算环境中广泛应","text":"芝能智芯出品 Ayar Labs近日宣布完成1.55亿美元D轮融资，使其总融资额达到3.7亿美元。融资背后，AMD、英特尔、英伟达等多家芯片巨头的参与吸引了产业的广泛关注。 作为一家专注于光I/O互连技术的公司，Ayar Labs正在通过创新的硅光子解决方案推动AI基础设施的变革。这篇文章将从公司技术、融资背景与市场价值切入，解析这次融资的产业影响与技术趋势。 Part 1 Ayar Labs的技术、 融资与行业吸引力 Ayar Labs是一家专注于硅光子领域的创新企业，其核心技术是光I/O互连解决方案。 通过TeraPHY™光学I/O芯片与Supernova™多波长光源的结合，该技术以光信号取代传统铜线传输数据，大幅提升片外互连的速度和带宽，同时显著降低功耗和延迟。 这一突破为解决数据中心、AI训练集群等复杂计算场景中的数据瓶颈提供了全新路径，特别是在生成式AI和高性能计算(HPC)的应用中表现出巨大潜力。例如，Ayar 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ECHELON-3试验招募了DLBCL患者，无论CD30表达如何，并测试了Adcetris与来那度胺（Revlimid）和利妥昔单抗（Rituxan）联合使用，与这两种药物和安慰剂相比，它显示了总生存率的显着改善，无进展生存和总反应率也是如此。 除了安全性符合Adcetris的已知的安全性外，还没有其他细节，需要等待医学会议上公布的数据，以更好地了解其潜力。 辉瑞将与监管机构讨论数据和潜在的监管提交，这是该资产的潜在重大更新，因为它将允许Adcetris从较小的市场（如典型何杰金氏淋巴瘤）扩展。 仅在美国，每年就有超过25,000例DLBCL确诊病例，40%的患者在一线治疗后复发或难治性疾病。在看到数据以及Adcetris联合来那度胺和利妥昔单抗与安慰剂相比的表现之前，估计每年的最高收入贡献为数亿美元。 对于辉瑞这样规模的公司来说，这只是九牛一毛，但这是一个好消息，代表着朝着正确方向迈出的一步，并且证明了Seagen的高价格是合理的。 肿瘤学创新日 辉瑞在2月底举行了","images":[{"img":"https://static.tigerbbs.com/8788dc3313f71403b83e64bb2f61a38d","width":"1280","height":"853"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283885448368400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651686672,"gmtCreate":1681817975696,"gmtModify":1681817977248,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt 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还没完全站稳脚跟，他希望如日中天的台积电能代工英伟达的显卡，他打电话过去，没人搭理。多年后，他还在向张忠谋抱怨这段往事：“当年给你打电话打不通也没人回，是不是我电话号码记错了？给你公司在美国的销售部门打电话也没人接。”今天，全球科技界恐怕没有几个人敢不接黄仁勋的电话，这个当年求人代工显卡的小伙子被称为“教主”，在3月21日的英伟达GTC大会上，他穿着标志性的黑色皮衣出现台上，说出了石破天惊的一番话：我们正处于AI的“iPhone时刻”。2022年11月，大语言模型ChatGPT问世，预示着能生成自然文章和图像的“生成式AI”将在社会普及，给世界带来颠覆性的改变。而支撑这幅图景的，有英伟达的GPU——AI时代最重要的基础设施之一，GPU提供算力，犹如AI时代的原油。2020年，全世界跑AI的云计算与数据中心，80.6%都在用英伟达的GPU驱动。2021年，英伟达称全球前五百个超算中，七成由它家的芯片驱动，在最新的超算系统中此比例是九成。运行ChatGPT的微软数据中心用了上万块英伟达H100 GPU。后续，预计需要超过3万块英伟达的GPU来维持更高版本的GPT模型运转。如同1970年代的欧派克一限产，全世界的汽车都缺油。现在只要英伟达一断供芯片，管你天高股价、地大营收，全球前十大企业里，至少有一半要地震。黄仁勋和他的算力帝国，已经能扼住时代命脉。这其中，有着通往未来30年的秘密。十年前悄然发生的革命2023年英伟达GTC的主题演讲中，黄仁勋专门提到了生成式AI的飞跃：“十年间，我们从自动判读猫图，进步到能自动生成‘穿太空服的猫在月球漫步’的图片。”图片皮衣老黄真不忘本。无论是","listText":"英伟达无疑是近年新能源、AI热潮的最大赢家，分享一篇好文1990年代中期，黄仁勋30出头，他创办的 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 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通过TeraPHY™光学I/O芯片与Supernova™多波长光源的结合，该技术以光信号取代传统铜线传输数据，大幅提升片外互连的速度和带宽，同时显著降低功耗和延迟。 这一突破为解决数据中心、AI训练集群等复杂计算场景中的数据瓶颈提供了全新路径，特别是在生成式AI和高性能计算(HPC)的应用中表现出巨大潜力。例如，Ayar Labs在2023年展示了全球首个4Tbps的光学解决方案，通过这一高速传输能力为未来的AI集群互连树立了新标杆。 本次D轮融资由AMD、英特尔和英伟达等行业巨头领投，进一步巩固了Ayar Labs的行业影响力。这些企业的参与不仅代表资本市场对硅光子技术的认可，更反映了产业链上游对创新互连技术的迫切需求。 此前，Ayar Labs已获得来自硅谷知名风投和战略合作伙伴的多轮支持，并通过与英特尔、惠普等企业的合作逐步将技术推进至实用阶段。 传统的铜线互连在数据传输速度和能效方面已接近极限，特别是面对不断扩展的AI计算需求和大型封装的复杂性，光I/O逐渐成为不可或缺的解决方案。 Ayar Labs的技术独特之处在于其整体封装设计，使得光学模块可以直接与芯片集成，大幅缩短信号路径并提升性能。这一设计不仅适用于AI领域，还能在未来的数据中心和分布式计算环境中广泛应","text":"芝能智芯出品 Ayar Labs近日宣布完成1.55亿美元D轮融资，使其总融资额达到3.7亿美元。融资背后，AMD、英特尔、英伟达等多家芯片巨头的参与吸引了产业的广泛关注。 作为一家专注于光I/O互连技术的公司，Ayar Labs正在通过创新的硅光子解决方案推动AI基础设施的变革。这篇文章将从公司技术、融资背景与市场价值切入，解析这次融资的产业影响与技术趋势。 Part 1 Ayar Labs的技术、 融资与行业吸引力 Ayar Labs是一家专注于硅光子领域的创新企业，其核心技术是光I/O互连解决方案。 通过TeraPHY™光学I/O芯片与Supernova™多波长光源的结合，该技术以光信号取代传统铜线传输数据，大幅提升片外互连的速度和带宽，同时显著降低功耗和延迟。 这一突破为解决数据中心、AI训练集群等复杂计算场景中的数据瓶颈提供了全新路径，特别是在生成式AI和高性能计算(HPC)的应用中表现出巨大潜力。例如，Ayar 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2023年12月中旬完成对Seagen的收购，是辉瑞恢复增长的关键步骤之一。430亿美元的价格标签设定了很高的期望，今天Adcetris在复发/难治性弥漫性大B细胞淋巴瘤（DLBCL）患者中取得成功的消息是朝着正确方向迈出的一步，可能会导致该药物扩展到一个非常大的市场。 自收购Seagen以来，Adcetris取得了首胜 辉瑞从Adcetris的ECHELON-3试验中得到了好消息。Adcetris是Seagen公司的主要商业资产，辉瑞公司现在拥有Seagen公司在美国和加拿大的商业权利，并从美国之外的公司获得专利。并从合作伙伴武田制药公司那里获得来自美国以外地区的销售分成。 ECHELON-3试验招募了DLBCL患者，无论CD30表达如何，并测试了Adcetris与来那度胺（Revlimid）和利妥昔单抗（Rituxan）联合使用，与这两种药物和安慰剂相比，它显示了总生存率的显着改善，无进展生存和总反应率也是如此。 除了安全性符合Adcetris的已知的安全性外，还没有其他细节，需要等待医学会议上公布的数据，以更好地了解其潜力。 辉瑞将与监管机构讨论数据和潜在的监管提交，这是该资产的潜在重大更新，因为它将允许Adcetris从较小的市场（如典型何杰金氏淋巴瘤）扩展。 仅在美国，每年就有超过25,000例DLBCL确诊病例，40%的患者在一线治疗后复发或难治性疾病。在看到数据以及Adcetris联合来那度胺和利妥昔单抗与安慰剂相比的表现之前，估计每年的最高收入贡献为数亿美元。 对于辉瑞这样规模的公司来说，这只是九牛一毛，但这是一个好消息，代表着朝着正确方向迈出的一步，并且证明了Seagen的高价格是合理的。 肿瘤学创新日 辉瑞在2月底举行了","listText":"辉瑞花大价钱收购的Seagen，终于开始开花结果了。有外国分析师认为，肿瘤或许会成为辉瑞新的增长故事。 作者：ONeil Trader 2023年12月中旬完成对Seagen的收购，是辉瑞恢复增长的关键步骤之一。430亿美元的价格标签设定了很高的期望，今天Adcetris在复发/难治性弥漫性大B细胞淋巴瘤（DLBCL）患者中取得成功的消息是朝着正确方向迈出的一步，可能会导致该药物扩展到一个非常大的市场。 自收购Seagen以来，Adcetris取得了首胜 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ECHELON-3试验招募了DLBCL患者，无论CD30表达如何，并测试了Adcetris与来那度胺（Revlimid）和利妥昔单抗（Rituxan）联合使用，与这两种药物和安慰剂相比，它显示了总生存率的显着改善，无进展生存和总反应率也是如此。 除了安全性符合Adcetris的已知的安全性外，还没有其他细节，需要等待医学会议上公布的数据，以更好地了解其潜力。 辉瑞将与监管机构讨论数据和潜在的监管提交，这是该资产的潜在重大更新，因为它将允许Adcetris从较小的市场（如典型何杰金氏淋巴瘤）扩展。 仅在美国，每年就有超过25,000例DLBCL确诊病例，40%的患者在一线治疗后复发或难治性疾病。在看到数据以及Adcetris联合来那度胺和利妥昔单抗与安慰剂相比的表现之前，估计每年的最高收入贡献为数亿美元。 对于辉瑞这样规模的公司来说，这只是九牛一毛，但这是一个好消息，代表着朝着正确方向迈出的一步，并且证明了Seagen的高价格是合理的。 肿瘤学创新日 辉瑞在2月底举行了","images":[{"img":"https://static.tigerbbs.com/8788dc3313f71403b83e64bb2f61a38d","width":"1280","height":"853"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283885448368400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651686672,"gmtCreate":1681817975696,"gmtModify":1681817977248,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt 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还没完全站稳脚跟，他希望如日中天的台积电能代工英伟达的显卡，他打电话过去，没人搭理。多年后，他还在向张忠谋抱怨这段往事：“当年给你打电话打不通也没人回，是不是我电话号码记错了？给你公司在美国的销售部门打电话也没人接。”今天，全球科技界恐怕没有几个人敢不接黄仁勋的电话，这个当年求人代工显卡的小伙子被称为“教主”，在3月21日的英伟达GTC大会上，他穿着标志性的黑色皮衣出现台上，说出了石破天惊的一番话：我们正处于AI的“iPhone时刻”。2022年11月，大语言模型ChatGPT问世，预示着能生成自然文章和图像的“生成式AI”将在社会普及，给世界带来颠覆性的改变。而支撑这幅图景的，有英伟达的GPU——AI时代最重要的基础设施之一，GPU提供算力，犹如AI时代的原油。2020年，全世界跑AI的云计算与数据中心，80.6%都在用英伟达的GPU驱动。2021年，英伟达称全球前五百个超算中，七成由它家的芯片驱动，在最新的超算系统中此比例是九成。运行ChatGPT的微软数据中心用了上万块英伟达H100 GPU。后续，预计需要超过3万块英伟达的GPU来维持更高版本的GPT模型运转。如同1970年代的欧派克一限产，全世界的汽车都缺油。现在只要英伟达一断供芯片，管你天高股价、地大营收，全球前十大企业里，至少有一半要地震。黄仁勋和他的算力帝国，已经能扼住时代命脉。这其中，有着通往未来30年的秘密。十年前悄然发生的革命2023年英伟达GTC的主题演讲中，黄仁勋专门提到了生成式AI的飞跃：“十年间，我们从自动判读猫图，进步到能自动生成‘穿太空服的猫在月球漫步’的图片。”图片皮衣老黄真不忘本。无论是","listText":"英伟达无疑是近年新能源、AI热潮的最大赢家，分享一篇好文1990年代中期，黄仁勋30出头，他创办的 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 还没完全站稳脚跟，他希望如日中天的台积电能代工英伟达的显卡，他打电话过去，没人搭理。多年后，他还在向张忠谋抱怨这段往事：“当年给你打电话打不通也没人回，是不是我电话号码记错了？给你公司在美国的销售部门打电话也没人接。”今天，全球科技界恐怕没有几个人敢不接黄仁勋的电话，这个当年求人代工显卡的小伙子被称为“教主”，在3月21日的英伟达GTC大会上，他穿着标志性的黑色皮衣出现台上，说出了石破天惊的一番话：我们正处于AI的“iPhone时刻”。2022年11月，大语言模型ChatGPT问世，预示着能生成自然文章和图像的“生成式AI”将在社会普及，给世界带来颠覆性的改变。而支撑这幅图景的，有英伟达的GPU——AI时代最重要的基础设施之一，GPU提供算力，犹如AI时代的原油。2020年，全世界跑AI的云计算与数据中心，80.6%都在用英伟达的GPU驱动。2021年，英伟达称全球前五百个超算中，七成由它家的芯片驱动，在最新的超算系统中此比例是九成。运行ChatGPT的微软数据中心用了上万块英伟达H100 GPU。后续，预计需要超过3万块英伟达的GPU来维持更高版本的GPT模型运转。如同1970年代的欧派克一限产，全世界的汽车都缺油。现在只要英伟达一断供芯片，管你天高股价、地大营收，全球前十大企业里，至少有一半要地震。黄仁勋和他的算力帝国，已经能扼住时代命脉。这其中，有着通往未来30年的秘密。十年前悄然发生的革命2023年英伟达GTC的主题演讲中，黄仁勋专门提到了生成式AI的飞跃：“十年间，我们从自动判读猫图，进步到能自动生成‘穿太空服的猫在月球漫步’的图片。”图片皮衣老黄真不忘本。无论是","text":"英伟达无疑是近年新能源、AI热潮的最大赢家，分享一篇好文1990年代中期，黄仁勋30出头，他创办的 $英伟达(NVDA)$ 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