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乌克兰总统泽连斯基:乌克兰军方袭击了圣彼得堡附近的石油和军事设施。
2026-07-04
乌克兰总统泽连斯基:乌克兰军方袭击了圣彼得堡附近的石油和军事设施。
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2026-07-04
SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.
SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.
2026-07-04
Tesla will cap employee spending on AI tools at $200 per week from July 6; any excess requires manager approval. Spending on Musk-owned XAI’s Grok is exempt from the cap. Grok has low uptake among Tesla staff; most continue to use ANTHROPIC’s Claude. Several other US tech firms have implemented similar AI spending controls.
Tesla will cap employee spending on AI tools at $200 per week from July 6; any excess requires manager approval. Spending on Musk-owned XAI’s Grok is exempt from the cap. Grok has low uptake among Tesla staff; most continue to use ANTHROPIC’s Claude. Several other US tech firms have implemented similar AI spending controls.
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