2026 年 6 月 1 日，黄仁勋在 台北 COMPUTEX 舞台亮出 N1X —— NVDA 进入 PC 主芯片市场的第一颗芯片，秋季出货。新闻一出，"AI PC"又一次冲上科技热搜。媒体讨论的是"NVDA 进 PC 对 Intel/AMD 意味着什么"，但很少有人停下来讲清楚一件更基础的事：AI PC 到底是什么？如果你今天去线下店买笔记本，店员大概率会指着某款电脑告诉你这是 AI PC...

May 6th, San Francisco, Anthropic Developer Day. Dario Amodei stood on stage and announced—they had just signed a 300-megawatt computing power deal with SpaceX, equivalent to 220,000 NVIDIA GPUs. At the same time, Musk made xAI cease to exist as an independent brand. Its computing power, its Grok, its engineers, all were absorbed into "SpaceXAI" under SpaceX. On one side, Anthropic secured computing power...

Every video you scroll through on your phone, every message you send, has gone through a journey you might not have imagined—data travels from your phone as an electrical signal to a base station, is then converted into a beam of light, races through a glass fiber thinner than a strand of hair, and finally arrives at a data center thousands of miles away. The core of this journey is optical communication. What is optical communication? Simply put, it's using light to transmit information. It uses light waves as the carrier and optical fibers as the transmission channel. Why use light? Because it's fast and travels far...

On April 2nd, $Roundhill Memory ETF(DRAM.US) (ticker: DRAM) officially listed in the U.S. stock market. As mentioned by Baike Jun in the previous article on understanding the storage industry regarding the pain points of investing in the storage sector, currently the global HBM production capacity is basically held by three companies—Samsung, SK Hynix, and Micron. Among these three storage giants, Micron is listed on the U.S. stock market, so investing in it is not a big problem. However, the other two major leading stocks, Samsung and SK Hynix, are both listed on the Korean exchange. For ordinary investors to buy them, they either need to open a Korean account...

Facing the frequently surging "storage concept," are you still unclear about what "storage" really is? Why have these stocks skyrocketed? $Micron Tech(MU.US) , $Sandisk(SNDK.US) , $Western Digital(WDC.US) ... What secrets are hidden within these star companies? In this issue, Baike Jun will help you answer these questions. First, understand what memory is. Simply put, memory is a hardware device capable of storing, reading, and writing data. Its core function is to solve the problem of "temporary & long-term storage" of data...