分析：英特尔只负责谷歌TPU的封装，逻辑芯片仍为台积电生产
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Citrini analyst Jukan: Samsung Foundry achieved monthly profitability in June, its first since 2023.
According to a post on the X platform by Citrini analyst Jukan, as reported by Odaily Korean media, Samsung Foundry achieved monthly profitability in June, its first such month since 2023. With this positive profit in June, Samsung internally believes the likelihood of a profit turnaround starting in the third quarter has increased. The use of Samsung's 4nm process for HBM4 base dies is considered a key factor driving this turnaround, while improved yield rates are also seen as a major factor supporting the positive monthly profit. Industry sources estimate that Samsung's 4nm process yield has improved to approximately 80%.
Yitian Intelligent: Subsidiary plans to purchase servers and related equipment for no more than 550 million yuan, mainly for providing computing power services to customers.
According to Mars Finance, Yitian Intelligent (300911.SZ) announced that its wholly-owned subsidiary, Gansu Yisuan Intelligent Technology Co., Ltd., plans to purchase servers and supporting equipment from multiple suppliers. The total contract amount is expected to not exceed 550 million yuan, mainly for providing computing power services to customers. (Cailian Press)
"Quantity Intelligence" completes tens of millions of yuan in angel round financing.
According to Mars Finance, "Lianggan Intelligence" has recently completed an angel round of financing worth tens of millions of yuan, led by Futeng Capital (a subsidiary of Shanghai Guotou) and followed by Liuhe Venture Capital.
Google and RWE back Proxima Fusion in a €411 million funding round
Munich-based magnetic confinement fusion startup Proxima Fusion announced on Tuesday that it has raised €411 million ($469.69 million) in a funding round from investors including Alphabet's Google and German utility RWE. The company stated that the round was led by XTX Ventures and East X Ventures, with RWE and Google participating as strategic investors. The company added that this funding round values Proxima Fusion at €2.4 billion ($2.7 billion). (Sina Finance)
National Development and Reform Commission: Currently, my country's AI-native office intelligent agents have over 20 million monthly visits.
According to Mars Finance, the National Development and Reform Commission reports that my country's AI-native office intelligence system currently receives over 20 million monthly visits and trillions of daily keyword calls, a significant increase compared to last year. (Cailian Press)
Nvidia-backed Nscale secures $900 million in revolving credit to accelerate its global AI data center expansion.
Mars Finance reports that Nscale, a UK-based AI infrastructure startup backed by Nvidia, announced on Tuesday that it has secured a $900 million revolving credit facility to accelerate its data center construction in Europe, the US, and the Asia-Pacific region. The company completed a $2 billion funding round earlier this year, valuing the company at $14.6 billion. (Cailian Press)