2026年4月：芯片、HBM升温

🧠 本期要点1) Meta发布了由Meta超级智能实验室研发的新模型Muse Spark，采用“思维压缩”技术。其推理能力计算量比Llama 4 Maverick低10倍以上。2) 初创公司Arcee开发了一款高性能开源大模型，在OpenClaw用户中获得了广泛使用。该公司仅有26名员工。3) 三星电子与SK海力士正推进HBM混合键合技术的研发，以支持AI应用。4) 英伟达支持的Firmus数据中心估值达到55亿美元。这家亚洲AI数据中心提供商在过去6个月内融资13.5亿美元。5) 英特尔已加入马斯克主导的250亿美元Terafab芯片项目。根据最新披露，英特尔2025年外部代工收入为3.07亿美元，主要为SpaceX、xAI和特斯拉生产AI和机器人芯片。⏱ 时间线00:20 Meta发布了由Meta超级智能实验室研发的新模型Muse Spark。00:43 初创公司Arcee开发了一款高性能开源大模型，在OpenClaw用户中获得了广泛使用。00:56 三星电子与SK海力士正推进HBM混合键合技术的研发，以支持AI应用。01:06 英伟达支持的Firmus数据中心估值达到55亿美元。01:21 英特尔已加入马斯克主导的250亿美元Terafab芯片项目。🔗 参考资料与延伸阅读• Meta’s Muse Spark is here – and it’s closed source - The Next Web• I can’t help rooting for tiny open source AI model maker Arcee• Samsung, SK Hynix reportedly ramp hybrid bonding push for next-gen HBM在小宇宙查看该单集文稿

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2026年4月：芯片、HBM升温

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