加拿大央行：自七月决策以来，金融环境已趋紧。

Daxiao Robotics, with researchers from The Chinese University of Hong Kong and Nanyang Technological University, open-sourced ACE-Ego-Hand, a first-person video bimanual 3D hand-shape reconstruction model and released roughly 5,000 hours of training data. The model repurposes a video diffusion architecture into a deterministic geometric encoder so a single forward pass replaces multi-step denoising, delivering about a 33x inference speedup. The technology converts egocentric manipulation video into structured 3D trajectories transferable to dexterous robot hands, significantly lowering the data-collection threshold for embodied imitation learning.

Deutsche Bank says a persistent 'memory wall' and tight memory supply are reshaping next‑generation AI chip roadmaps. Investors are discussing some new processors cutting HBM configurations as elevated DRAM prices are being built into AI capex calculations. Supply constraints are accelerating alternative approaches, including more SRAM‑dependent inference chips, custom HBM base dies, HBF and other HBM variants. Engineering plans remain fluid with limited supply‑chain visibility; most management teams view the problem as primarily economic—cost and affordability—while overall DRAM demand may remain high. Key market signals to watch: HBM capacity and pricing, per‑chip HBM allocations on next‑gen GPUs and ASICs, and whether SRAM, HBF and other substitutes achieve scalable deployment.