Samsung Electronics, which has fallen behind in the HBM (high-bandwidth memory) competition, is aiming for a rebound in the memory market. This is because sales of its mainstay commodity DRAM are ...

近期花旗发布了一份引人注目研报，其在报告中表示英伟达在AI基础设施峰会上重磅推出的Rubin CPX GPU，专为长语境推理设计，有望实现约50倍的惊人投资回报率，远超此前GB200 NVL72约10倍的回报率。