The Qataris, the United Arab Emirates, Kuwait, Bahrain and Jordan say they have been intercepting missiles fired from Iran at US military bases on their territory.
第二,对AI硬件供应商增长持续性的疑虑。AI芯片供应商英伟达在公布了强劲的季度财报后,其股价并未持续上涨。这一现象揭示了市场的深层担忧:即便是AI基础设施的核心供应商,其增长也高度依赖下游客户(主要是大型云计算公司)的资本支出。当这些客户因巨额投入而面临现金流压力时,市场开始质疑AI硬件采购需求的长期可持续性。投资者Michael Burry将其与2000年时的思科公司类比,指出其高额的采购承诺可能隐藏着需求错配的风险。
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There was a thread on mastodon recently where Conor Mcbride was discussing some really cool stuff. I think the intent was to get at something more interesting, but this is the first place I’ve seen thinnings explained in a way without too many complex trappings around and it really clicked with me. I think I had a primed mind to see something useful to my current set of problems and solutions there. It unlocked a torrent of ideas related to lambda egraphs and generalized unions finds that I’m quite excited to talk about in the next couple posts.
推动“两城”深度融合,促进教育链、人才链、创新链、产业链“四链融合”,让大学城的智力资源转化为科学城的发展动力,让科学城的产业需求成为大学城的培养导向,是西部科学城重庆高新区落实战略部署、扛起使命担当,以科技创新和产业创新深度融合赋能“六区一高地”迭代建设的务实举措。
Now you see it...