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Meta 与 Broadcom 2nm 联盟：AI 硬件的下一个飞跃
Meta 与 Broadcom 2nm 联盟：AI 硬件的下一个飞跃在过去的数月里，Meta 正在加速其自研芯片计划，以摆脱对传统 GPU 供应商的依赖。最新消息显示，Meta 与 Broadcom 已签署多代 2nm 制程的合作协议，联合开发 MT... -
AI 走出数据中心：Snowflake 转向自研代理 & Apple 智能眼镜的崛起
AI 走出数据中心：Snowflake 转向自研代理 & Apple 智能眼镜的崛起过去一年，AI 基础设施的巨额投资一直是行业热点。可是，资金的流向已经出现明显分化： Snowflake 正在从传统的数据仓库转型，打造 AI 代理平台，让... -
The Agent Renaissance: Why the AI Agent Revolution Will Eat Microsoft's Lunch
The Agent Renaissance: Why the AI Agent Revolution Will Eat Microsoft’s LunchThe industrial revolution of knowledge work is h... -
The Agentic Singularity: When $135B CapEx Meets the Autonomy Horizon
The Agentic Singularity: When $135B CapEx Meets the Autonomy HorizonThe largest infrastructure buildout in corporate history ... -
The GPU Debt Treadmill: When Your Collateral Dies Before Your Loan
The most audacious financial instrument of 2026 isn’t a crypto token or a SPAC. It’s a loan collateralized by computer chips ...