2026年4月：英伟达不卖芯片了？要抢云厂商饭碗！

本期要点1) 00:14 SK海力士于2026年4月20日宣布量产192GB SOCAMM2内存模块，专为AI服务器设计。该产品采用新型片上内存架构，面向数据中心AI推理集群。2) 01:04 Meta从估值120亿美元的初创公司Thinking Machines Lab招募了7名创始成员。这批成员将并入其“AI Engineering Infrastructure”团队。3) 01:56 OpenAI正式推出Codex桌面应用，面向其全部订阅用户开放。该应用是具备离线能力的原生桌面环境，支持工作树管理、自动化任务编排与Git集成。4) 02:47 英伟达已接近完成对云原生AI平台公司Lepton AI的收购谈判。此次收购旨在扩展其AI云服务交付能力。5) 03:40 英特尔下一代Core Ultra 400D/400DX “Nova Lake-S”系列处理器规格曝光，顶配SKU将配备高达288MB总缓存。该系列预计在2026年内发布。6) 04:34 谷歌正与芯片设计公司Marvell洽谈，计划合作开发用于AI推理任务的新型定制芯片。在小宇宙查看该单集文稿

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2026年4月：英伟达不卖芯片了？要抢云厂商饭碗！

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