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AMD携Helios AI机架级系统叫板Nvidia

AMD携Helios AI机架级系统叫板Nvidia

AMD 在 2026 年 Advancing AI 大会上正式推广其 Helios AI 机架级系统,宣称其性能超越 Nvidia 的 Vera Rubin 系统,并已获得 OpenAI、微软、Meta 等大客户部署承诺。此举意在打破 Nvidia 在高端 AI 算力硬件市场的垄断地位。

STMicro forecasts Q3 revenue up ~16% YoY to $3.7B, below $3.79B est., and expects AI sales to pass $1B in 2026 and be “well above $2B” in 2027; STM falls 14%+ (Christina Kyriasoglou/Bloomberg)

STMicro forecasts Q3 revenue up ~16% YoY to $3.7B, below $3.79B est., and expects AI sales to pass $1B in 2026 and be "well above $2B" in 2027; STM falls 14%+ (Christina Kyriasoglou/Bloomberg)

意法半导体(STMicro)发布Q3营收指引约为37亿美元,同比增长约16%,但低于市场预期的37.9亿美元;同时公司预计AI相关芯片销售收入将在2026年突破10亿美元,2027年达到20亿美元以上。低于预期的短期指引导致股价大跌超14%,但长期AI收入目标却释放了明确的增长信号。

Tesla reports a negative Q2 free cash flow of $1.1B, its first in over two years, partly due to increased AI and robotic investments, amid diminishing profits (Reuters)

Tesla reports a negative Q2 free cash flow of $1.1B, its first in over two years, partly due to increased AI and robotic investments, amid diminishing profits (Reuters)

特斯拉在 2026 年第二季度出现了超过两年来的首次负自由现金流,亏损达 11 亿美元,主因是大幅增加了对 AI 和机器人技术的投资。这一数据表明,即使核心汽车业务利润正在缩减,特斯拉仍选择在 AI 算力与机器人研发上加大投入。