The ratio changing from 1:8 to 1:1 indicates that the undervalued CPU is becoming a new bottleneck for AI.

The focus of the AI computing power race is quietly shifting from GPUs to a long-overlooked role – the CPU.

wallstreetcn9minutes ago

Google is advancing the diversification of its chip suppliers and has entered into negotiations with Marvell for the customization of TPUs and the development of inference chips.

Google is in talks with Marvell regarding the development of custom TPUs and large-model inference chips, just days after renewing its cooperation agreement with Broadcom, signaling a clear intent to diversify its supply chain. Last month, NVIDIA made a strategic investment of $2 billion in Marvell and established a deep collaboration through the NVLink Fusion framework, positioning Marvell at the core of the AI ecosystem.

wallstreetcn06:07

Research Alert: All Avgo Does Is Win More Deals; Expands Meta Partnership

MT Newswires12minutes ago · Ratings

Huatai Securities: AI glasses are expected to evolve from current information-prompting tools into intelligent interfaces for perceiving the world.

Huatai Securities believes that AI glasses are becoming one of the significant hardware entry points in the era of intelligent agents (Agent). As large language models evolve from 'passive response' to 'proactive execution,' AI glasses are expected to upgrade from current information prompt tools to information entry points for intelligent agents to perceive the world (analogous to the compound eyes of a crayfish). The global AI glasses market is currently at a critical juncture transitioning from 'non-display' to 'display-enabled.' Meta/Google is anticipated to launch next-generation products with enhanced AI capabilities in 2026/2027, further expanding the industry scale. China's industrial chain has advantages in silicon-based OLED.

Gelonghui Finance07:59

U.S. Stock Market Close | Rising Expectations of U.S.-Iran Peace Talks Drive Nasdaq to 10-Day Winning Streak, S&P 500 Nears Record High; Leading Tech Stocks Rally, Micron Soars 9%, Meta Gains Over 4%; Crude Oil Slumps, Bitcoin Briefly Tops $76,000

U.S. stock indices generally rose on Tuesday, with the U.S. memory chip index closing up more than 2.4%, continuing to set a new record high at the close. Micron Technology surged 9.17%, while SanDisk fell 0.84%. American Airlines soared 8%, and United Airlines gained 2.07%. The U.S. dollar declined for the seventh consecutive day, gold rose over 2% to break above $4,800 per ounce, and Bitcoin climbed to its highest level since the outbreak of the conflict.

wallstreetcn06:32

Express News | The three major U.S. stock indexes closed collectively higher, with the Nasdaq Composite rising for ten consecutive trading days.

Breakings05:58