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Google turboquant对ai后续的影响
延續今天Google turboquant 里面
@xingpt 哥的這篇直擊要點
省下來的 HBM空間不會被當作成本省下來，而是會被拿去做三件事：
更長的上下文視窗 ： 以前只能讀一篇文章，現在可以一次讀一百本書
更大的 Batch Size： 同一張顯示卡可以同時服務更多使用者
端側 AI (Edge AI) 爆發： 把大模型硬塞進手機和 PC 裡
看不懂？来个Tldr小白版埋伏版
Ai2.0裡面，真正的确认的其中一个大贏家-光通
算力變強、處理的上下文變多，意味著節點間的 資料交換量會更恐怖，光通訊 #AVGO , #MRVL #LITE 依然是長線大贏家
不管模型怎麼變，$NVDA 底層代工都要靠 #TSM
記憶體的選股策略：
如果要買記憶體，應該專注在受惠於儲存需求（SSD/NAND）和主流 #HBM 趨勢的公司（如 #美光 #MU）
避開那些炒作類 SRAM / 客棧化替代 HBM概念的二線廠（如 華邦電、愛普），因為 TurboQuant 證明了軟體壓縮才是解決 HBM 瓶頸的最優解，這些替代方案的實質訂單馬上被脫底褲了。
順便記得去 @WaterX_app 這裡追蹤填入waitlist
會继续努力在搜寻聚合更多美股rwa相关的优质资＿ 303…
https://x.com/waterx_app/status/2030308806807503279?s=61
@xingpt 哥的這篇直擊要點
省下來的 HBM空間不會被當作成本省下來，而是會被拿去做三件事：
更長的上下文視窗 ： 以前只能讀一篇文章，現在可以一次讀一百本書
更大的 Batch Size： 同一張顯示卡可以同時服務更多使用者
端側 AI (Edge AI) 爆發： 把大模型硬塞進手機和 PC 裡
看不懂？来个Tldr小白版埋伏版
Ai2.0裡面，真正的确认的其中一个大贏家-光通
算力變強、處理的上下文變多，意味著節點間的 資料交換量會更恐怖，光通訊 #AVGO , #MRVL #LITE 依然是長線大贏家
不管模型怎麼變，$NVDA 底層代工都要靠 #TSM
記憶體的選股策略：
如果要買記憶體，應該專注在受惠於儲存需求（SSD/NAND）和主流 #HBM 趨勢的公司（如 #美光 #MU）
避開那些炒作類 SRAM / 客棧化替代 HBM概念的二線廠（如 華邦電、愛普），因為 TurboQuant 證明了軟體壓縮才是解決 HBM 瓶頸的最優解，這些替代方案的實質訂單馬上被脫底褲了。
順便記得去 @WaterX_app 這裡追蹤填入waitlist
會继续努力在搜寻聚合更多美股rwa相关的优质资＿ 303…
https://x.com/waterx_app/status/2030308806807503279?s=61
$MU $SNDK $TSM $NVDA — AI Chip Outlook 🚀
AI chips are becoming more efficient: components are getting closer, designs are stacking better, and everything is shrinking.
In the future, a whole AI server could run on a single wafer.
The chip industry is heading into a period of major innovation that could last for many years.
#TSM #NVDA #AIChips #Semiconductors #techinnovation
AI chips are becoming more efficient: components are getting closer, designs are stacking better, and everything is shrinking.
In the future, a whole AI server could run on a single wafer.
The chip industry is heading into a period of major innovation that could last for many years.
#TSM #NVDA #AIChips #Semiconductors #techinnovation
🚨 BREAKING: TSMC ($TSM) SURGES
TSMC revenue jumps 37% YoY in January to $12.7B, driven by an aggressive AI spending boom. 🤖📈
Market cap now closing in on $2 TRILLION — big money, real demand, no noise.
AI supply chain strength is showing… and this is just January.
#FinanceNews #TechNews #AI #Semiconductors #TSM
TSMC revenue jumps 37% YoY in January to $12.7B, driven by an aggressive AI spending boom. 🤖📈
Market cap now closing in on $2 TRILLION — big money, real demand, no noise.
AI supply chain strength is showing… and this is just January.
#FinanceNews #TechNews #AI #Semiconductors #TSM
#TSM : Taiwan Semiconductor up 3% today…
Over 40% profit from April lows.
Why does it matter?
They just announced a new chip design center in Munich, Germany — a major move to expand their footprint in Europe and double down on global semiconductor dominance.
⚠️ This isn’t just another tech headline. It’s a clear signal of where institutional money, innovation, and geopolitical tech wars are heading.
Meanwhile…
Many still think the market moves with memes and shitcoins. But crypto is only a small part of the market, and the market reflects the world’s sentiment — not the other way around.
💡 If you understand that, then you already know:
– Macro drives everything
– Capital moves early
– And real investors act on data, not emotions.
So let me ask you: Are you chasing hype or following smart money?
#TaiwanSemiconductor #BinanceSquare #ETH
Over 40% profit from April lows.
Why does it matter?
They just announced a new chip design center in Munich, Germany — a major move to expand their footprint in Europe and double down on global semiconductor dominance.
⚠️ This isn’t just another tech headline. It’s a clear signal of where institutional money, innovation, and geopolitical tech wars are heading.
Meanwhile…
Many still think the market moves with memes and shitcoins. But crypto is only a small part of the market, and the market reflects the world’s sentiment — not the other way around.
💡 If you understand that, then you already know:
– Macro drives everything
– Capital moves early
– And real investors act on data, not emotions.
So let me ask you: Are you chasing hype or following smart money?
#TaiwanSemiconductor #BinanceSquare #ETH
BREAKING: Taiwan Semiconductor, #TSM , reported a +35% YoY increase in net profit for Q4 2025, driven by surging AI chip demand.
$BTR • $RIVER • $FHE
Asia’s most valuable company has now posted YoY profit growth for 8 consecutive quarters.
At the same time, revenue grew +21% YoY in Q4 2025, to $33.7 billion.
Both revenue and profit beat analyst estimates.
Full-year 2025 revenue jumped +32% YoY and surpassed $100 billion for the first time in company history.
TSMC also expects record CapEx in 2026, at $52-56 billion, up +32% YoY, to expand global manufacturing capacity.
The AI chip boom shows no signs of slowing.
$BTR • $RIVER • $FHE
Asia’s most valuable company has now posted YoY profit growth for 8 consecutive quarters.
At the same time, revenue grew +21% YoY in Q4 2025, to $33.7 billion.
Both revenue and profit beat analyst estimates.
Full-year 2025 revenue jumped +32% YoY and surpassed $100 billion for the first time in company history.
TSMC also expects record CapEx in 2026, at $52-56 billion, up +32% YoY, to expand global manufacturing capacity.
The AI chip boom shows no signs of slowing.
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