英特尔CEO陈立武直言,AI相关的需求增加,已对电脑和智能手机方面的传统供应带来了压力,导致存储芯片短缺,价格持续上涨,在2028年前不会缓解。这和瑞银分析师团队的预测大致相同,其指出,在当前AI数据中心持续扩张的背景下,全球存储产业正呈现出明显的结构性分化,行业层面出现“有意义的供给缓解”最早也要到2028年前后。
FT Magazines, including HTSI
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Every Tuesday, Guardian rugby writer Robert Kitson gives his thoughts on the headlines, scrutinises the latest matches and provides gossip from behind the scenes in his unique and indomitable style. See the latest edition here.
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The BBC World Service team has seen an internal police document detailing events on 8 September. It reveals someone using the call sign "Peter 1" told his officers to "deploy necessary force" 10 minutes after a curfew had come into effect, and after repeated requests by officers on the ground to use lethal force.