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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, May 6

1 items

19:28Impact score 90
Anthropic承诺2000亿采购谷歌云服务
Anthropic承诺未来五年向Google云投入2000亿美元采购算力。OpenAI与Anthropic的巨额支出承诺占云厂商合同储备收入近五成，反映AI算力需求持续爆发。
利多
AI芯片与云服务板块，英伟达等算力供应商订单确定性增强。
AI Chips Cloud Computing ServerGoogle, Anthropic and 5 totalPartnership/M&A

Wed, Apr 8

1 items

19:53Impact score 10
摩比灵与乐天创新签署NPU工业试点协议
摩比灵与乐天创新签署协议，在工业及人形机器人系统试点部署NPU。此举旨在验证物理AI应用中的性能与效率，并基于试点结果扩展AI业务。
关注
该合作虽为物理AI领域重要布局，但尚无具体产能或价格数据，需等待后续量产验证。
NPUMobilint, Lotte InnovatePartnership/M&A

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Chip Teardown Lab1 opened

Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.

Component price indexNPI, vs. prior period

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

Period 2026-W18