告别54V时代,迈向800V,数据中心掀起电源革命
36氪· 2025-08-07 19:21
空间受限:以搭载 NVIDIA GB200 NVL72 或 GB300 NVL72 的设备为例,需配备多达 8 个电源架为 MGX 计算及交换机架供电。若沿用 54V 直流配电, 在兆瓦级功率需求下,Kyber 电源架将占用高达 64U 的机架空间,导致计算设备无安装空间。而在 2025 年 GTC 大会上,NVIDIA 展示的 800V 边车方 案,可在单个 Kyber 机架内为 576 个 Rubin Ultra GPU 供电;另一种替代方案则是为每个计算机架配置专用电源架。 随着ChatGPT、Claude以及DeepSeek等人工智能应用席卷全球,全球各大超大规模AI数据中心的电力需求可谓愈发庞大。随着人工智能工作负载的指数级 增长,正将数据中心推向电力需求的临界点。 全球AI数据中心的功耗正在从传统的每机架 20-30 kW快速跳升至500 kW甚至1 MW级别。英伟达单 AI GPU 服务器功率逼近 1kW,满配 NVL AI 服务器机 柜功率轻松突破 100kW,而规划中的 2027 年量产 1MW AI Factory 机架集群,更是对供电系统提出了颠覆性要求。 随着高性能计算算力密度的不断攀 ...
在华销量暴跌24%,爆款难产,本田如何撑起电动化未来?
36氪· 2025-08-07 19:21
8月6日,本田发布2026财年第一财季(即自然年2025年第二季度)财报。销售净额5.34万亿日元(约合 人民币2602亿元),同比减少1.2%;经营利润2441.7亿日元(约合人民币118亿元),同比减少49.6%; 净利润1966.7亿日元(约合人民币95亿元),同比减少50.2%。 本田表示,美国的关税政策使这一季度的经营利润减少了约1250亿日元(约合人民币60亿元)。 值得一提的是,此前本田预测关税将影响2026财年(2025年4月至2026年3月)全年利润6500亿日元,但 此次本田预计关税将影响全年利润4500亿日元。 因此,本田上调了部分业绩预期。2026财年全年经营利润从5000亿日元上调为7000亿日元;销售净额从 20.3万亿日元上调为21.10万亿日元;净利润从2500亿日元上调为4200亿日元。预计2026财年全球集团零 售销量维持362万辆不变。 从销量来看,本田这一季度出现下滑。其全球销量87.16万辆,同比减少5.55%。在各大单一市场中,中 国市场下滑最大,销量15.77万辆,同比减少24.71%。 本田如何挽回中国市场? 1 电动化不利 在业绩说明会上,本田表示,其记录了一 ...
Should WisdomTree U.S. MidCap ETF (EZM) Be on Your Investing Radar?
ZACKS· 2025-08-07 19:21
Launched on February 23, 2007, the WisdomTree U.S. MidCap ETF (EZM) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market.The fund is sponsored by Wisdomtree. It has amassed assets over $772.00 million, making it one of the average sized ETFs attempting to match the Mid Cap Value segment of the US equity market.Why Mid Cap ValueWith market capitalization between $2 billion and $10 billion, mid cap companies usually contain highe ...
估值60亿,国产CPU公司被申请破产审查
36氪· 2025-08-07 19:21
陷入财务危机一年,这家CPU明星企业没有等来"及时雨"。 8月6日,广州中级人民法院对曾经的国产服务器CPU明星企业合芯科技破产审查进行听证。因为在此一个多月前,合芯科技一位债权人以不能清偿到期债 务,并且资产不足以清偿全部债务或者明显缺乏清偿能力为由,申请将合芯科技移送破产审查。 来源:法院文书截图 合芯科技成立于2014年,号称是国内唯一一家始终坚持基于开源RISC指令集架构高端服务器中央处理器研发的企业。在早期国内去"IOE"( 指在服务 器、数据库和存储设备领域不再依赖IBM、Oracle、EMC这三家公司)机遇中,合芯科技获得市场青睐,2023年公司估值一度达到60亿,初具"准独角 兽"姿态。 但在2024年中,合芯科技被曝出员工讨薪、核心高管失联,公司深陷财务危机,业务运营停摆的消息。如今,在天眼查上,合芯科技已经被列为被执行 人,公司董事长姚克俭从今年2月开始就被限消。 从起高楼,到楼塌了,近年来国产大芯片赛道中,不时传来明星创企陷入危机的消息。近年来,国产大芯片赛道如火如荼,有人突围成功,也有昔日明星 企业彻底停摆。有像砺算科技、象帝先这样起死回生的,而合芯科技,却还没能等来"贵人",深陷泥潭 ...
Is WisdomTree Japan Hedged Equity ETF (DXJ) a Strong ETF Right Now?
ZACKS· 2025-08-07 19:21
Making its debut on 06/16/2006, smart beta exchange traded fund WisdomTree Japan Hedged Equity ETF (DXJ) provides investors broad exposure to the Asia-Pacific (Developed) ETFs category of the market.What Are Smart Beta ETFs?The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.Investors who believe in market efficiency should consider market cap indexes, as they replicate m ...
Should You Invest in the First Trust Financials AlphaDEX ETF (FXO)?
ZACKS· 2025-08-07 19:21
Launched on May 8, 2007, the First Trust Financials AlphaDEX ETF (FXO) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Broad segment of the equity market.While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.Additionally, sector ETFs offer convenient ways to gain low risk and diversified exposure to a bro ...
Should Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (GSSC) Be on Your Investing Radar?
ZACKS· 2025-08-07 19:21
The Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (GSSC) was launched on June 28, 2017, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.The fund is sponsored by Goldman Sachs Funds. It has amassed assets over $589.97 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market.Why Small Cap BlendSmall cap companies have market capitalization below $2 billio ...
Is Schwab Fundamental International Small Company Index ETF (FNDC) a Strong ETF Right Now?
ZACKS· 2025-08-07 19:21
A smart beta exchange traded fund, the Schwab Fundamental International Small Company Index ETF (FNDC) debuted on 08/13/2013, and offers broad exposure to the Foreign Small/Mid Value ETF category of the market.What Are Smart Beta ETFs?For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.Investors who believe in market efficiency should consider market cap indexes ...
Should You Invest in the Vanguard Health Care ETF (VHT)?
ZACKS· 2025-08-07 19:21
Looking for broad exposure to the Healthcare - Broad segment of the equity market? You should consider the Vanguard Health Care ETF (VHT) , a passively managed exchange traded fund launched on January 26, 2004.An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.Sector ETFs also provide investors access to a broad group of companies in particular ...
Is Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) a Strong ETF Right Now?
ZACKS· 2025-08-07 19:21
The Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) made its debut on 11/08/2017, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Growth category of the market.What Are Smart Beta ETFs?Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.Market cap weighted indexes work great for investors who believe in market ef ...