AI 基础设施
算力供给、GPU、数据中心与能源——决定 AI 运行成本的物理层。
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为何重要
算力供给、能源与数据中心容量决定了 AI 运行的成本。基础设施的变化会在数周后体现在推理成本上。
"We pissed off a lot of people": Giant data center plan cut 50% amid protests
Developer felt "beaten up," with "no choice" but to shrink data center.
NVIDIA AI Releases Nemotron 3 Ultra: An Open 550B Mixture-of-Experts Hybrid Mamba-Transformer for Long-Running Agents
NVIDIA has released Nemotron 3 Ultra, a 550B total (55B active) open Mixture-of-Experts hybrid Mamba-Transformer for long-running agents. It pairs a 1M-token context with up to ~6x higher inference throughput than compa…
Meta steals a tactic from Tesla and builds data centers in tents
Meta may have found one way to slash its massive data center bill: tents.
Kevin O’Leary agrees to downsize massive Utah data center
Kevin O'Leary agreed to halve the size of his planned 40,000-acre data center in Utah amid mounting pressure from residents and activists, as reported earlier by local affiliate ABC4. The Shark Tank star sent a letter t…
Is Silicon Valley ready to put robots in people’s homes? Hello Robot is.
The California startup released the fourth-generation of its home assistance robot, Stretch.
How some data center operators are tackling their water use problems
Hyperscalers have come under scrutiny for their impact on water quality and availability.
新数据中心集群上线,区域 GPU 容量趋于宽松
多个地区的新增数据中心容量缓解了 GPU 供给紧张,推动本周区域推理成本指数走低。
与能源挂钩的算力定价在另两个地区落地
更多厂商将算力价格与当地能源状况挂钩,为「在何时何地跑 AI 最便宜」增加了分时维度。
NVIDIA AI Cloud Ecosystem Expands Worldwide to Meet Global AI Compute Demand
The NVIDIA AI Cloud ecosystem is accelerating the global buildout of AI factory infrastructure. Partners are expanding capacity to meet growing demand from enterprises, startups, nations, AI labs and developers scaling…
Anthropic launches Cowork, a Claude Desktop agent that works in your files — no coding required
Anthropic released Cowork on Monday, a new AI agent capability that extends the power of its wildly successful Claude Code tool to non-technical users — and according to company insiders, the team built the entire featu…
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