全部科技产业动态

我们很高兴地宣布 World Labs 将加入 @AMD。 自2024年创立以来，我们在研究和技术上取得的突破让我们对AI在解决空间和物理世界问题方面的潜力有了清晰的愿景。 加速空间智能和物理智能的未来需要扩大我们的努力、扩大我们的影响力，并更贴近硬件。

Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry. Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to come. But its full promise can only be realized when people have confidence that AI is being built to be safe and deployed with wisdom and responsibility. This is bigger than a single product. It's the beginning of an open ecosystem to build the trust layer for safe agent systems. Together, we are building the foundation of the AI economy. Trust and innovation are not in conflict. Safety is how trust is earned. We must build not only the most capable AI, but the most trusted AI, so that this extraordinary technology can realize its enormous promise for the world. https://nvda.ws/4hcoq7m

Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders put it at $5M per rack. That is $3,165/kg. Strip out the 1.5 tons of busbar, manifold and coolant and the GPU packages alone are well into gold territory, but we're pricing the rack, because that's what you actually take delivery of. Where that sits on the illicit commodity curve today ($/kg): $2,400 Cannabis flower $3,165 GB300 NVL72 $3,500 Fentanyl $28,000 Cocaine $65,000 Heroin $138,000 Gold So today NVIDIA ships a product that is denser in value than weed, roughly fentanyl-grade, and still an order of magnitude short of cocaine. For now... GB200 NVL72 was $4M, GB300 is ~$5M, and Vera Rubin NVL72 is already quoted at up to $8.8M at essentially the same rack mass. Rack weight is constrained by the datacenter floor loading; rack price is constrained by nothing. That's ~1.75x $/kg per generation with HBM, CoWoS and power all supply-limited through the decade. Cocaine: Colombia's new president has pledged a hard-line security crackdown with $1B in US aid behind it Every prior crackdown has consolidated the industry into fewer, better-capitalized operators with better logistics and higher yields per hectare. Consolidation is deflationary. We model US wholesale drifting from ~$28k/kg toward ~$12k/kg by 2030 as the supply chain professionalizes. **Crossover: 2030.** Our extrapolated NVL72-class rack hits ~$17k/kg while wholesale cocaine falls to ~$12k/kg. At that point the rational cartel pivots to smuggling racks, except a rack has a fixed 500+ kW power draw, a 3,300 lb forklift requirement and an export-control regime that is actually enforced. Cocaine has none of these problems, which is why it will remain the superior product for anyone without a substation. Key risks to the thesis: US retail coke is still ~$60–200/g, i.e. $60k–200k/kg so the crossover only holds at wholesale. Retail compute (H100 hour on a neocloud) is also marked up, so we consider this an apples-to-apples wholesale comparison. Full model available to Coke Research subscribers.