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推特观点
An extensive network of former SpaceX employees turned startup founders—many of whom have their own outer space ambitions—expect the IPO will boost their companies’ fortunes, too. Full story:
Deals: AirPods Pro 3 hit best price ever at $179, MacBook Pro $300 off, Series 11 $130 off, more https://t.co/YmvDFs6pQU by @justinkahnmusic
The United Nations nuclear watchdog censured Iran over failing to account for its stockpile of near-bomb-grade uranium, potentially escalating its military confrontation and diplomatic standoff with the Trump administration
The Apple Watch Series 11 is back to its best price
Anthropic's boss said he doesn’t know what role his artificial intelligence model played in a missile strike that killed an estimated 120 children at an elementary school in Iran
An option trade to play the volatility in oil prices as Middle East tensions persist
大模型 / AI 软件
Will META Reclaim $700 in 2026? Meta Platforms Stock Forecast WEEX
The funding round was led by Norwest, with participation S Capital VC, Cerca Partners, and Oceans Ventures. Snowflake Ventures also participated as a strategic investor.
Violent threats against lawmakers have also surged on Facebook.
Decart is launching Oasis 3, a real-time world model that generates photorealistic driving environments for autonomous vehicle testing, now available via API for developers to build on.
Following months of teases, leaks, a secretive debut at NAB 2026, and an initial launch in China, Insta360 finally announced global availability for its first handheld stabilized camera. The Luna Ultra features a pair of 8K cameras atop a 3-axis gimbal, offering an upgrade to DJI's Osmo Pocket 4 and Pocket 4P, which both max […]
Google and Blackstone to launch AI cloud venture backed by $5 billion investment as shares gain (GOOGL) MSN
KPMG and Microsoft Expand Global AI Agent Initiative with Agent 365 and Copilot Redmond Channel Partner
The 168-megawatt facility will support Meta's global AI computing needs and can be expanded over time.
Fifteen years after the initial hype, there is now genuine excitement around London’s new tech cluster.
Apple moves private cloud compute to third party with Google Cloud AI digitimes
Microsoft Unveils Redesigned Copilot Studio for Complex AI Agent Workflows Redmondmag.com
NVIDIA GPUs with Confidential Computing are now used for confidential inference in Apple’s Private Cloud Compute (PCC), as it expands beyond Apple’s data centers to Google Cloud. Unveiled during Apple’s annual WWDC gathering for developers from around the globe, NVIDIA GPUs will support server-side inference for Apple Foundation Models, custom-built by Apple and Google, leveraging […]
AI accelerators, GPU clusters, model training, inference, cloud capex.
Lithography, deposition, etch, metrology, advanced packaging equipment.
DRAM, NAND, HBM supply, pricing and AI memory bottlenecks.
TSMC, advanced nodes, CoWoS, substrates, export controls and capacity.
Apple, Android, PC, AR hardware, smartphone and device supply chain.
Cloud AI, copilots, enterprise software, model platforms and developer tools.
Rates, mega-cap earnings, Nasdaq flows, options, valuation and macro pressure.
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