EPISODE · Jun 5, 2026 · 7 MIN
英伟达抢HBM4，企业把裁员推给AI
from AI观测站-AI Observatory
🧠 本期要点1) 英伟达CEO黄仁勋首次确认三星电子、SK海力士和美光获准为Vera Rubin平台供应HBM4内存，但认证和良率尚未锁定。2) 韩国股市Kospi今年近乎翻倍，三星电子和SK海力士上月市值均超1万亿美元，黄仁勋在Computex上强调韩国制造能力与机器人合作。3) 华为、河套机构、哈工大深圳和深圳大数据研究院用国产芯片对DeepSeek模型完成全参数后训练，提升了模型自我反思和调整能力。4) OpenAI发布Codex桌面应用，支持并行处理多线程和Git版本管理，CEO Sam Altman称ChatGPT可构建网页应用并升级记忆功能。5) Anthropic的Claude Code页面显示，Ramp公司接入后事故调查时间减少80%，非工程团队可用自然语言查询数据仓库。6) 美国5月裁员超9.7万人，AI被列为裁员主因的比例达40%，前五个月归因AI的裁员达8...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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英伟达抢HBM4，企业把裁员推给AI
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This episode is 7 minutes long.
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This episode was published on June 5, 2026.
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🧠 本期要点1) 英伟达CEO黄仁勋首次确认三星电子、SK海力士和美光获准为Vera Rubin平台供应HBM4内存，但认证和良率尚未锁定。2) 韩国股市Kospi今年近乎翻倍，三星电子和SK海力士上月市值均超1万亿美元，黄仁勋在Computex上强调韩国制造能力与机器人合作。3) 华为、河套机构、哈工大深圳和深圳大数据研究院用国产芯片对DeepSeek模型完成全参数后训练，提升了模型自我反思和调整能力。4) OpenAI发布Codex桌面应用，支持并行处理多线程和Git版本管理，CEO...
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