全部科技产业动态

Former Intel CEO Pat Gelsinger with a16z's Raghu Raghuram and Guido Appenzeller on the next wave of semiconductor innovation and the physical constraints shaping the AI buildout: Drawing on his experience designing Intel's 386 and 486 processors, Pat explains how AI could transform chip design, but also why faster design alone won't solve the industry's biggest problems. They examine the bottlenecks in manufacturing, memory bandwidth, advanced packaging, and power, and why today's explosion of specialized AI chips may eventually consolidate around a smaller number of architectures. They also discuss the potential for new memory technologies, the shift from copper to optical networking, and why energy capacity could become a major constraint on AI growth. Finally, they revisit Pat's VMware years to ask what virtualization might look like when infrastructure is built for agents rather than humans. YouTube: https://youtu.be/1Q_7yU7FZ1k 1:05 Hired by Intel at 18 3:50 Arguing with Stanford professors 7:25 Will AI design the next gen chips? 8:45 Designing faster than fabs can build 11:55 Why GPUs are stuck with bad memory 13:40 Why 100 AI chips will collapse to a few 19:15 Agents make new chips cheap to run 22:10 No new memory chip since the 90s 27:20 Why 16-layer chip stacks are a fantasy 32:15 The physics that keeps memory next to compute 34:55 "I declared the death of copper" 38:05 AI traffic breaks the internet's design 42:40 "Energy capacity equals economic capacity" 46:25 The 130-year-old power war AI reopened 48:50 VMware for agents @PGelsinger @RaghuRaghuram @appenz

AI agents don't use the cloud like humans do. AWS CEO Matt Garman on rewiring AWS for its newest "users": "Increasingly we're seeing teams that want a cloud that is great to work with agents and not just with people." " We've doubled down on things like starting a database in three seconds and some capabilities that agents are excited about." "Many agents wanna create a database, do a little bit of work, and then have the database go away. You don't really need that database to have five nines of durability." "There are new building blocks that agents are gonna want that we just didn't really need before: compute sandboxes, gateways, agent permissions versus people or service role permissions." " A lot of those are things that we have built and are building and thinking actively about because they are just brand-new building blocks. It's not using the existing building blocks differently." @mattsgarman @RaghuRaghuram

.@POTUS presents the National Medal of Science to Sergey Brin, @JensenHuang, @elonmusk, and @LisaSu, and the National Medal of Technology and Innovation to @MichaelDell and @satyanadella.

As much as the $70B hockey sticks charts were fun to look at, $50B of OpenAI ARR implies a similar y/y growth rate to Jul and Aug (225%+ y/y), which makes more sense.

On September 29, OpenAI was reported to be nearing $70B in annualized revenue. Our tracking showed $50.44B at the time, well below that figure. Today, the Financial Times reports OpenAI told investors it was approaching $50B in September. Note: https://blog.tickertrends.io/p/tickertrends-tracked-openai-revenue

AWS CEO Matt Garman 与 a16z 的 Raghu Raghuram 对谈：全球最大云提供商如何为智能体时代重构： 2026 年 2200 亿美元资本支出，订购 200 万块 NVIDIA GPU，AWS 自研 AI 芯片明年之前售罄，还推出无需信用卡、30 秒即可开通的 AWS 账户，让智能体立即动起来。 0:55 营收 1700 亿美元，增长 37% 2:40 30-40% 的营收最初来自初创公司 4:55 初创公司想要面向智能体的云 9:10 30 秒开通 AWS 账户 12:25 智能体不需要坚不可摧的数据库 16:30 为什么 AWS 不会把所有 GPU 卖给前沿实验室 22:00 为什么 Matt 不担心泡沫 24:45 为什么 AWS 自建电厂 27:45 为下一次供应短缺做规划 30:25 为一个县每位居民节省 5000 美元 33:10 AWS 如何打造自研芯片 40:05 是什么阻碍了企业级智能体 45:35 为什么 Bedrock 从不把你的数据发给模型 49:30 AWS 的新 AI 安全工具 51:50 为什么 AWS 的 10 人团队如今只需 3-4 人 YouTube: https://www.youtube.com/watch?v=rn_afJaPldg @mattsgarman @awscloud @RaghuRaghuram

https://x.com/i/article/2108225380985536512

Now announcing for @TomorrowXSummit: Dr. Scott DeBoer, President and Chief Technology and Products Officer of Micron Technology (@MicronTech) $MU. November 17-18 at the Moody Center in Austin. Hosted with @GavinSBaker and @atreidesmgmt, @antoniogracias and Valor Equity Partners, @rbiscardi and @iconnections_io. Registration link below.

a16z is officially in Japan, led by Hitoshi Yoshida as Head of Japan, with the opening of our Japan office. It was an honor welcoming Governor Koike at the opening earlier today. Japan combines world-class industrial capabilities with growing innovation in AI, cybersecurity, robotics, and defense. By bringing our portfolio companies and the Japanese ecosystem together, we aim to accelerate Japan’s AI-native economy and strengthen the ties between Silicon Valley and Japan. As the former President of Microsoft Japan and Hewlett-Packard Japan, Hitoshi brings decades of technology leadership and deep relationships across business, industry, and government. We’re thrilled to have him lead our efforts in Japan and look forward to doing great work in partnership with the Japanese technology community. 日本代表として吉田仁志を迎え、日本オフィスを開設できたことを大変心強く光栄に思います。日本は、世界有数の産業基盤と、AI・サイバーセキュリティ・ロボティクス・防衛などの分野における目覚ましいイノベーションを兼ね備えています。 我々はこれまでになかった機会を、日本の若い世代に提供していくことを目指します。日本のテクノロジーコミュニティの皆様と共に、日本の市場やエコシステムの発展に貢献していけることを楽しみにしています。

Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook With @BenBajarin and @jaygoldberg Chapters: (00:00) Intro (00:34) Micron Earnings: Has the Memory Market Structurally Changed? (05:10) The 2028 Supply Question & China’s (CXMT) Fast Fab Buildout (07:16) HBM vs. Commodity Memory: The Case for "Trailing-Edge" DDR4 (12:26) Opportunity Costs: Wafer Trade-Offs, Tesla De-Specing & Smartphone Cycles (21:16) Micron Stock Reaction & Market Skepticism (22:32) Inside HPE’s Investor Event: A Networking Company Now? (25:47) The Helios Rack, Broadcom Tomahawk Switches & HPE’s Unique IP Question (32:18) "Balance Sheet as a Service": Nvidia’s NDR Deck & Broadcom’s $42B Anthropic Loan (36:54) Why Fabless Chipmakers Finance the Ecosystem Instead of TSMC (41:13) Hock Tan’s PE Playbook & How Nvidia Forces Competitors to Spend (50:00) Tokenomics: Quantifying the Real Unit Economics of AI Models (52:34) OpenAI’s "Ultra Fast" Tier, GPU Optimization & Fragmented Model Pricing (57:32) Wrap-Up & Outro

The Korea Society thanks all distinguished guests who joined us for an unforgettable evening on Sept 28 celebrating the U.S.-Korea partnership and 2026 Van Fleet Awardee, @JensenHuang (@NVIDIA). Our sincere thanks to our generous sponsors who made the 2026 Annual Gala possible.

At @Ford, we care a lot about the Essential Economy, which is the workers who build, fix, and maintain the physical world around us. These skilled trades are the backbone of American manufacturing and we need solutions for closing the skills gap, and providing the education and resources that will power the productivity and growth of the #EssentialEconomy. Across industries and public and private sectors, we all need to work together. That's why this summer, Larry Fink from @BlackRock, Ruth Porat from Alphabet Inc. & @Google, Linda Hubbard from @Carhartt, and I launched the Alliance for America's Skilled Trades. Among other goals, we wanted to build a shared, trusted foundation of data on the state of skilled trades across America. So today, in partnership with Jobs for the Future (JFF) and The Burning Glass Institute, we’re officially publishing — The State of America's Skilled Trades: A National Report. Take a look: https://skilledtradesreport.com The report examines the forces shaping supply and demand across occupations and regions, to show where workforce systems are working well, where they're under strain, and where focused action can make the biggest difference. Alongside the report, we're launching America's Skilled Trades Dashboard — a first-of-its-kind interactive tool that makes the data accessible in one place. It breaks down the data by occupation and state, making it easy to explore local labor market conditions, identify where the need is greatest, and compare progress across regions. The dashboard is available at https://skilledtradesreport.com We also set out to grow this movement. Today, we're welcoming 14 new partners - @ATT, Barton Malow, @blackstone, @CintasCorp, @DEWALTtough, Dycom, @Hersheys, @ManpowerGroup, @Meta, @Microsoft, @MilwaukeeTool, @nvidia, @Verizon and @Waymo. Each has already stepped up individually. Now we're stepping up together. You can read more about today’s news here: https://www.fromtheroad.ford.com/us/en/articles/2026/alliance-for-americas-skilled-trades-expands-national-report #FordAccelerate #Accelerate2026 #SkilledTrades