媒体称微软自研 Maia 200 AI 芯片已投产，Maia 300 计划明年启动制造
媒体称微软自研 Maia 200 AI 芯片已投产，下一代 Maia 300 计划明年开始制造。Maia 300 的计算芯粒将由台积电采用 2nm（N2）制程制造；原文末句关于微软部署计划未完整。
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X（推特）上的财经、科技与宏观账号
X·财经博主AI 评分6666 X·财经博主AI 评分6666 南亚科技第三季度毛利率达85.7%，DRAM平均售价环比上涨60%
南亚科技第三季度毛利率达85.7%，DRAM平均售价较第二季度上涨60%，原文称当时DRAM供应短缺、价格上升。第三季度营收较第二季度增长61.9%，至NT$133.65 billion；原文未提供后续“Q3 operating margin”数值。
X·财经博主AI 评分4242 台湾与斯洛伐克签署半导体协议，聚焦汽车芯片等领域
台湾与斯洛伐克签署半导体协议，涉及汽车（包括电动汽车）芯片、芯片封装和模块集成。媒体报道称，台湾将提供技术转让、专业支持、研发基础设施和培训，帮助斯洛伐克建设其相关能力。
X·科技公司AI 评分1313 Berlin, you look good in CUDA. 💚
Berlin, you look good in CUDA. 💚 #NVIDIAGTC is coming to town. We thought we’d say hello from the TV Tower. Spot it? Tag @NVIDIA and show us your view. #FestivalOfLights https://t.co/Wy0oiBisAb
X·科技公司AI 评分2727 If you’re a world-class chip design or production engineer, consider joining SpaceX or Tesla.
If you’re a world-class chip design or production engineer, consider joining SpaceX or Tesla. How cool would it be to iterate on designs and customize production machines at lightning speed? 引用 @pequityresearch：Elon Musk wants to do 10 chip designs a year with Terafab compared to 1 every 2 years:
X·财经博主AI 评分5252 先进半导体测试价格预计上涨10%至30%，供给低于需求
媒体报道称，先进半导体测试价格预计上涨10%至30%，供给远低于需求。随着芯片复杂度提高，测试时间持续延长；原文还提及云端需求增长。
X·财经博主AI 评分1111 Seeing this more with Grok Bot as well. But even outside the personal agents, see it with the…
Seeing this more with Grok Bot as well. But even outside the personal agents, see it with the normal agents thru Chat or Desktop app w/ computer use. Annoying once you've seen the convenience of them being able to do things for you and now just clearly hamstrung. 引用 @matthew_sigel：Nearly every shop
X·财经博主AI 评分1919 the public backlash against data centers in the U.S. is spreading to Europe and Asia!
the public backlash against data centers in the U.S. is spreading to Europe and Asia! https://t.co/ABxV3CLpQG
X·财经博主AI 评分3131 I heard you like FD-SOI, so is going single digit nm-class performance. Designed in Europe.
I heard you like FD-SOI, so @GlobalFoundries is going single digit nm-class performance. Designed in Europe. https://t.co/S7fqAMYmw5
X·财经博主AI 评分5050 英伟达 Vera Rubin 服务器启动生产，Blackwell GB300 和 B300 服务器量产推动 Wistron 营收创新高
英伟达 Vera Rubin 服务器启动生产，Blackwell GB300 和 B300 服务器量产，推动 AI 服务器厂商 Wistron 营收创纪录新高。AMD CEO Lisa Su 近期访问 Wistron 位于 Zhubei 的新厂 A1，显示 Helios 服务器业务延续强势。
X·财经博主AI 评分6464 媒体称 Delta 2026 年资本开支预估升至 NT$70 billion
媒体报道称，Delta 2026 年资本开支目前预计为 NT$70 billion，高于今年早些时候的 NT$46.6B。原文称，Delta 正在扩充 AI 产能；其他 Lite-On 竞争对手也因 AI 数据中心和 AI 服务器厂商的需求而增加资本开支。
X·宏观同新闻AI 评分7777 Lumentum光学组件订单排至2029年初，六个月前称有望在2028年前售罄产能
Lumentum首席执行官迈克尔·赫尔斯顿在东京接受采访时表示，公司光学组件几乎售罄，订单排到2029年初。六个月前，赫尔斯顿曾表示Lumentum有望在2028年前售罄产能。
同一新闻，精选展示《据报道，Lumentum称光器件产能已售至2029年初》
X·财经博主AI 评分1919 Reminder, we can't tap this well forever. "A report for Idaho National Laboratory from February…
Reminder, we can't tap this well forever. "A report for Idaho National Laboratory from February puts what's left through conventional methods at roughly 4-5GW. Novel approaches could stretch that. Alva Energy says its second-turbine design could add 10GW across the fleet."
X·财经博主AI 评分2626 "Add that up, and the uprates squeeze about 1.5GW of new juice out of old nuclear. But the…
"Add that up, and the uprates squeeze about 1.5GW of new juice out of old nuclear. But the hyperscalers backing them get even more, nearly 6.9GW in total contracts." @TheNewGoldRush https://t.co/3LCmjQvzl8
X·财经博主同新闻AI 评分7474 Lumentum CEO称公司订单已排至近2029年，超大规模云厂商需求可见度延伸至2030或2031年
Lumentum CEO在彭博表示，公司已基本售罄至近2029年；其称，从公司角度看，目前已完全售罄且看不到需求终点。CEO还表示，来自超大规模云厂商的需求可见度延伸至2030或2031年。
同一新闻，精选展示《据报道，Lumentum称光器件产能已售至2029年初》
X·科技公司AI 评分3030 They adopted AWS Graviton4 across 80-85% of their microservices. The performance gains were…
They adopted AWS Graviton4 across 80-85% of their microservices. The performance gains were immediate: + 30% improvement for storage-intensive workloads. + 15%+ improvement for Java microservices. + Faster scale-ups & improved resiliency. (3/4)
X·科技公司AI 评分3333 They adopted AWS Graviton4 across 80-85% of their microservices. The performance gains were…
They adopted AWS Graviton4 across 80-85% of their microservices. The performance gains were immediate: + 30% improvement for storage-intensive workloads. + 15%+ improvement for Java microservices. + Faster scale-ups & improved resiliency. (3/4)
X·科技公司AI 评分1515 How did Sprinklr accelerate price performance workloads with AWS Graviton4? (1/4)
How did Sprinklr accelerate price performance workloads with AWS Graviton4? (1/4) https://t.co/sFOhRBq8Jj
X·科技公司AI 评分1616 We’re launching the Anthropic Cyber Mission, a new effort to secure critical infrastructure and…
We’re launching the Anthropic Cyber Mission, a new effort to secure critical infrastructure and open-source software. https://t.co/0tz0ARAEMj
X·财经博主AI 评分5050 Broadcom与OpenAI拟融资500亿美元，Apollo和Blackstone有意参与；SpaceX拟为GPU芯片寻求400亿美元融资方案
Broadcom与OpenAI拟融资500亿美元，Apollo和Blackstone有意参与。SpaceX拟为GPU芯片寻求400亿美元融资方案，PIMCO据称也有兴趣。引用内容称，这笔交易将体现GPU融资市场的开放程度。
X·财经博主AI 评分44 4D Chess by Bloom to make me not be a skeptic nwo that they sponsor my guy Bron (sarcasm)
4D Chess by Bloom to make me not be a skeptic nwo that they sponsor my guy Bron (sarcasm) "Bloom announced a multi-year jersey patch deal with the 76ers, reportedly >$30m a year (the second-largest patch deal in NBA history), replacing who else but https://t.co/yg6DHwEPqP!" https://t.co/4H8ddobKaL
X·财经博主AI 评分6363 贸易数据显示变压器价格升至每kVA 13美元
贸易数据显示，变压器价格从2014-22年的每kVA 7美元升至2024年的10美元、2025年的12美元和2026年的13美元。部分来源对欧洲新建50-100MVA机组报价为每kVA 30-35美元。https://t.co/yUD84a8NeW
X·财经博主AI 评分5252 Shanu Mathew称并网队列出现理性化迹象，PJM净流入约139 GW
Shanu Mathew称，@interconnectfyi 的并网队列报告显示，发电类型趋稳之际，各市场出现一些项目理性化迹象，更多投机性项目正在撤回。2026年5月2日至10月2日，净流入约189 GW，其中PJM约139 GW；原文链接：https://x.com/ShanuMathew93/status/2108132620458483999
X·宏观AI 评分5656 Biohub宣布与美国政府、Google DeepMind、Isomorphic Labs及Meta合作建设AI生物学研究开放数据集
Biohub宣布与美国政府、Google DeepMind、Isomorphic Labs及Meta合作，建设用于AI生物学研究的开放数据集，总规模约18亿美元。Meta、Google DeepMind和Isomorphic Labs共同投入约3亿美元，美国能源部计划未来五年投入超过5亿美元。
X·宏观AI 评分4343 Grok Bot将按任务挑选最佳模型，不再锁定自家模型
Grok Bot未来将按具体任务挑选后端模型，不再锁定自家模型。文本推理可能使用 Claude Opus 5.5，生图可能使用 MidJourney，音频或音乐可能使用 Suno。
X·科技公司AI 评分1717 SynthID Detector can quickly identify our watermarks in video, audio and images – even after edits…
SynthID Detector can quickly identify our watermarks in video, audio and images – even after edits, like adding filters. ✂️ You can also use existing AI identification features found in @GoogleChrome, @Google Search, and the @GeminiApp. https://t.co/VglUeteVIL
X·科技公司AI 评分1717 Neovance gets 15,000 patient calls a week and AI handles 18% of them. Patients aren’t waiting in a…
Neovance gets 15,000 patient calls a week and AI handles 18% of them. Patients aren’t waiting in a queue, and pharmacists can focus on patient care. https://t.co/jqK0TciYuV
X·科技公司AI 评分1818 An AI agent makes a mistake early in a task, then keeps going in the wrong direction.
An AI agent makes a mistake early in a task, then keeps going in the wrong direction. Our researchers built PivotOPD to teach agents how to avoid those mistakes and recover when they happen. During training, a teacher model shows the agent a better action and how to get back on https://t.co/7hMLMdE
X·财经博主AI 评分2727 How should we think about these indices in terms of depth / breadth? If most Hyperscalers are…
How should we think about these indices in terms of depth / breadth? If most Hyperscalers are contracted bilaterally, do these moves catch that or is it on thinly traded volumes? Basically trying to parse out how much could be noise due to all the neos behaving irrationally and 引用 @carmenli：Somethi
X·财经博主AI 评分6565 怀俄明州 Cheyenne 数据中心供电资源组合达 2.7GW
怀俄明州 Cheyenne 数据中心更新供电安排，Black Hills 将为 Google 数据中心供电，资源组合净规模为 2.7GW（含所需备用裕度）。其中 590MW 来自电网，另有 2.1GW 来自第三方签约资源。
X·财经博主AI 评分4747 台湾芯片封装企业Winstek Semi和Sigurd Micro预计2027年销售强劲，Winstek Semi大幅增加2026年资本支出
台湾芯片封装企业Winstek Semi和Sigurd Micro预计，AI相关需求将推动2027年销售强劲。Winstek Semi的2026年资本支出已增至原来的两倍以上；Sigurd高管表示，2026年资本支出可能增加。
X·科技公司AI 评分1616 Some telecom network problems don’t have a fix in the runbook.
Some telecom network problems don’t have a fix in the runbook. AI agents can investigate, compare fixes and test them in simulation. NVIDIA Nemotron helps agents reason through problems, while NVIDIA OpenShell controls what they can access and do. See how: https://t.co/19eWA7PQZ2
X·科技公司AI 评分4444 EmbeddingGemma 2：原生多模态开放模型，面向设备端嵌入
EmbeddingGemma 2 是一款原生多模态开放模型，面向设备端嵌入。它将代码、图像、音频和视频扩展到文本之外，并统一到共享空间中。
X·科技公司AI 评分3333 We’re expanding our Cyber Verification Program to give security professionals broader access to our…
We’re expanding our Cyber Verification Program to give security professionals broader access to our most capable models. Through this program, verified security professionals can access Claude Mythos 5.1, Opus 5.5, and Sonnet 5.5 with safeguards designed for defensive work.
X·科技公司AI 评分2222 SpaceX will provide connectivity throughout the solar system and beyond
SpaceX will provide connectivity throughout the solar system and beyond 引用 @XFreeze：Michael Nicolls just just laid out SpaceX's ambition for connectivity that extends beyond Earth “We will connect the Moon with a constellation, and then we will connect Mars” "Our goal, again, is to extend conscio
X·财经博主AI 评分4949 Google据报接近与Constellation达成超过10亿美元的核电交易（$CEG）
Google据报接近与Constellation达成超过10亿美元的核电交易，涉及的MW规模、核电厂、合同期限和交付日期尚未披露。Constellation此前与微软、Meta和亚马逊签订的核电合同期限均为20年；微软项目恢复835 MW，Meta项目增容30 MW。
X·财经博主AI 评分4747 QTS、NextEra、Siemens Energy与Quanta组建联盟应对得州数据中心反弹
QTS、NextEra、Siemens Energy和Quanta通过Lone Star Infrastructure Coalition联手应对得州对数据中心的反弹。得州暂停相关许可审批期间，联盟将直接向居民和地方官员宣传就业与投资。
X·财经博主AI 评分3636 Kirin 9050 apparently has 1.5 micron pitch HBI die-to-wafer.
Kirin 9050 apparently has 1.5 micron pitch HBI die-to-wafer. I spoke to a US packaging company several weeks ago with standard high performance HBI tools, saying they're beyond 0.75 micron pitch. It's just a case of manufacturing at scale. They're also seeing scaling better on
X·财经博主AI 评分1919 Geeze wonder if this has influenced compare pricing & availability when buyers are like
Geeze wonder if this has influenced compare pricing & availability when buyers are like “Company is completely price insensitive” 引用 @ItzSuds：Looking for 500MW (minimum 250, max 2GW) of powered land for a PortCo. Company is completely price insensitive and has billions behind it. Ideally electri
X·财经博主AI 评分2929 Men will literally offer infinite money from a mysterious portco with billions of capital behind it…
Men will literally offer infinite money from a mysterious portco with billions of capital behind it for the most precious resource in all of technology & capital markets right now instead of going to therapy and it’s gross 引用 @ItzSuds：Looking for 500MW (minimum 250, max 2GW) of powered land for a P