英伟达投资OpenAI，OpenAI的算力需求带动微软采购英伟达芯片，而英伟达的芯片则由台积电代工生产；台积电获得资本开支后持续升级制程，反过来支撑英伟达的技术迭代，同时上游企业还能从下游的股权中获得额外收益。
新思科技CEO Sassine Ghazi透露，顶级制造商的大部分内存用于人工智能基础设施，许多其他产品也需内存，导致其他市场面临短缺，因无剩余容量可用。 Ghazi还称，存储器芯片价格上涨及短缺将持续到2027年。虽然芯片公司正扩大生产规模，但至少需两年才能实现，这也是产能紧张持续的原因之一。
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9点1氪丨语音误关大灯致车祸，领克道歉；OpenAI获1100亿美元融资；米哈游内部通报员工意外离世，详情可参考搜狗输入法下载
So what's new with the Samsung Galaxy S26 Ultra? Coming out of Samsung Unpacked, the biggest headline is the phone's new the new privacy display. The adjustable feature allows you to keep your screen hidden from those around you, as it shades the screen unless you're looking at it straight on. Additionally, Samsung combined its AI photo and video editing in one spot, the Creative Studio. It's an impressive device, which makes this deal tantalizing.