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‼️重要公告‼️ -Telegram 官方會用頻道投廣告,這是頻道主看不到的,建議勿點有些有詐(該貼文下方會註記廣告 sponsored)。官方正在研究開發付費零廣告,屆時我會買。 Gooaye 股癌 https://fb.com/Gooaye Podcast 和節目» Apple ▶️ https://reurl.cc/0ozDWK Spotify ▶️ https://reurl.cc/L1volL Youtube▶️ https://reurl.cc/nVQbjn Telegram 頻道»
Updated: 2026-08-23
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token 變便宜,算力租金卻是 flat source citadel - h100 已經是 2022 老貨,gb 大量出貨, vr 準備放量的情形之下租金守住,代表推論需求強到去把 legacy 產能也塞到滿 - 對租賃業者來講 GPU 折舊爭論議題上更加有底氣 - token 便宜不是算力便宜,driver 可能是蒸餾、模型商對拚或各類軟體端優化所致 …
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https://x.com/bot/status/2090168861912170972?s=46&t=0xKo-GTyIcuFptEI8aOLkw
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https://www.youtube.com/watch?v=cDxVYQrxeiQ
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google 從 v8 開始走 semi-cot,compute die 自己設計讓 mtk 做 i/o, pcie, networking bridge,hbm 自己買,去繞開 broadcom 的 mark up marvell 這個 deal 看起來是 google 加深往 cot 去做的產物,8-k 列出 inference accelerators…
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Flags — the regions we asked our observer pool for while recording this ad in this channel. That is a label on our request, not a confirmed place of viewing: when no account is available in the requested country the pool silently substitutes another and does not say so. It is not the advertiser's targeting country either. We stopped requesting the region on {date}, so newer creatives carry no flags at all. The channel's main country (by its language) is highlighted in blue; regions under 5% are collapsed into +N.