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微策略 当前状况： 1、比特币持仓价值：552 亿美元 2、公司负债总额：82 亿美元 3、现金储备（今日公布）：14 亿美元 4、比特币资产 − 负债 + 现金 = 484 亿美元 5、MSTR 当前股票市值：450 亿美元 也就是说，MicroStrategy 的净比特币资产规模，已经比公司整体市值高出约 34 亿美元。 这意味着：…
Wait, wait wait wait. So now Dylan is saying that this chart from the article was TCO excluding performance??? The TCO of our laptop would be much better than a GB300 rack in that case What hell is actually going on in @SemiAnalysis_ , did they even review the article before…
BNEF: "Power demand from US data centers is set to surge to 106 gigawatts (+391 TWh, +21% from last forecast) by 2035. That [GW] forecast represents a 36% growth from BNEF’s previous outlook, published in April, illustrating just how quickly the sector is expanding" PJM remains…
![ShanuMathew93's tweet image. BNEF: "Power demand from US data centers is set to surge to 106 gigawatts (+391 TWh, +21% from last forecast) by 2035. That [GW] forecast represents a 36% growth from BNEF’s previous outlook, published in April, illustrating just how quickly the sector is expanding"
PJM remains…](https://pbs.twimg.com/media/G7GWoM8XgAIiUQN.png)
![ShanuMathew93's tweet image. BNEF: "Power demand from US data centers is set to surge to 106 gigawatts (+391 TWh, +21% from last forecast) by 2035. That [GW] forecast represents a 36% growth from BNEF’s previous outlook, published in April, illustrating just how quickly the sector is expanding"
PJM remains…](https://pbs.twimg.com/media/G7GWw_VXIAA2YY5.jpg)
老黄把这个事情说清楚了。让谷歌拥趸们失望了。但这就是事实。cuda生态以及GPU的通用型才是杀招。大模型的未来需要大幅修改，TPU未来必然会优先发展谷歌生态，卖一些给外面但不可能因噎废食，它的专注点是应用而非硬件。谷歌未来很好，但并不能冲击英伟达的基本盘。
黄仁勋对谷歌TPU的担忧不以为然：“我们与ASIC芯片竞争多年。谷歌做得非常出色，但英伟达(NVDA)的通用性更强；我们无处不在，遍布所有云平台。我们的机遇也更大。”与此同时，摩根士丹利目前预计：谷歌将在2027-2028年间售出约1200万个TPU，几乎是此前620万个预估的两倍。每售出50万个TPU，到2027年就能…
Nvidia's $NVDA CFO Colette Kress just said at a UBS conference: - MOST NEW NVIDIA AI CHIPS BEING SHIPPED ARE ADDING NEW DATA CENTER INFRASTRUCTURE AND NOT REPLACING INSTALLED BASE
My Credo bull call worked out
世界上最大的金融秘密已经结束。 三十年来，日本向全球输出了人类历史上最便宜的资金——接近零的利率、无限的流动性，数万亿日元借出，投入地球上几乎每一种资产类别。然而，这一周，这个时代宣告结束。 日本10年期国债收益率升至1.86%，为2008年以来最高，日本央行暗示12月可能加息，概率为76%。…
The SemiAnalysis article title clearly suggests TPUv7 is better than NVDA, but when it comes to the most meaningful metric of cost per token, the chart he created doesn’t even include TPUv7, and TPUv6e is far more expensive than H100 on vLLM. That’s why I said the article’s…
G2 的新闻需要里连着看， 1，台积电时隔三年访华，造访晶圆厂和阿里巴巴等，大概率是有合作的。 2，同样的时间，中国批准三家公司可以出口稀土给美国。 互相让一让，就没其他国家什么事了。
谷歌为什么还要用博通做中间商，去台积电下单？ 自己设计，自己下单，不就完了吗？ 但事情没这么简单。 我们先看芯片设计有几个阶段。 定义架构。 实施架构。 芯片布局。 供应链谈判、拿产能。 整个流程，18个月起步。 谷歌的TPU项目刚起步时，人很少。 他们只定义了顶层架构。 剩下的，博通全包了。…
$CRDO @geoffreykarren (Bloomberg) -- Credo Technology rose 15% postmarket trading after the company reported revenue for the second quarter that beat the average analyst estimate. The shares of competitor Astera Labs gained 3%. SECOND QUARTER RESULTS •Revenue $268.0 million vs.…
That’s what I am saying. Consensus is far undershooting $CRDO both on revenue and EBITDA. Consensus is showing significant multiyear revenue growth combined with EBITDA margin declining to 26.4% in FY28 from 38.5% in FY26. Consensus forecasts are simply wrong. For whatever…
很多人到现在都完全低估了 Tesla Energy 的长期增长巨大潜能。 因为绝大多数人脑子里对“电力”这件事的理解，还停留在几十年前的老框架里：以为电力就是发电厂、输电线、耗电设备。 结果Tesla悄悄把整个行业底层逻辑换掉了，而大多数人还没反应过来。…
Amid the tech industry’s race for ever-higher AI computing performance, data-transfer bottlenecks are becoming increasingly pronounced. In response, #TSMC’s European OIP Forum unveiled a major technology showcase: a fully integrated in-package optical I/O engine jointly…
The AI boom has led to high demand and more pay for the construction workers that build data centers; a trade group says there is a shortage of ~439K workers (@tepingchen / Wall Street Journal) wsj.com/lifestyle/care… techmeme.com/251201/p3#a251…
$MDB The earnings call presented MongoDB’s AI and cloud strategy as a central, explicitly articulated pillar of the long-term investment case, while making almost no direct reference to underlying hardware domains such as data centers, networking, memory/storage, or Nvidia. The…
$MDB (Bloomberg) -- MongoDB shares are up 16% in extended trading, after the database software company reported stronger-than-expected results. It also raised its full-year forecast. Among peers: Datadog +3.2%, Snowflake +2.9% RBC Capital Markets (outperform, PT $405) “MongoDB…
Great to see $HOOD's prediction contracts surge to over 3 billion. This growth reflects Robinhood's expanding influence in the market, especially after their impressive earnings and the pivot to wealth management. Even with recent stock fluctuations, the momentum in their trading…
Robinhood $HOOD just said it had more than 3 Billion prediction contracts traded on the platform in November up from 2.5B in October
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