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GWは、撮影予定なし レジャー施設へ行ったり、旧友と久々に再会し、呑み会もあり！ AV鑑賞もあり！ FANZAで絶賛50%OFFキャンペーンの為、この機会に購入して有意義な休日を✨ 特にオススメ作品が 某有名アーティストをモチーフにヌキ所満載のため、ぜひ🙏 #FANZA# #GW休暇# #ジョジョ# #AI生成#

【GW期間の休暇のお知らせ】 いつもAimmxをご愛顧頂き、誠にありがとうございます☺️ ■5/3(水)~5/7(日) 上記期間に頂いたコメント・お問い合わせに関しては、5/8(月)以降、順次確認させて頂きます。 ご了承くださいませ。 詳細はこちら🔽

Brighten Your Sunday 本日もありがとうございました！🎙 休暇の方もお仕事の方も、充実したGWになりますように🕊 素敵な日曜日にして下さい✨ 📮番組へのメッセージ ✉️abemao@fmfuji.jp 📻タイムフリーはこちら▷ #ぶらさん# #阿部真央# #あべま# #15th_abemao# #fmfuji#

BREAKING: SpaceXSI completes MiniHard construction in just ~5 months, with Gun Range targeting a ~4-month build. According to SemiAnalysis, SpaceXSI is roughly halving construction timelines while most comparable projects face 8–12 month builds. • MiniHard: Construction finished in approximately 5 months. • Gun Range: The new site just south of the Tennessee–Mississippi state line is targeting approximately 4 months of construction. • Colossus 1: Its first retrofit delivered 150 MW of capacity in 122 days. • Colossus 2: A subsequent retrofit delivered 210 MW in just 91 days. • Project SPAM: Work started October 5, with the first capacity targeted for December. • Massive expansion: SemiAnalysis projects the Memphis–Mississippi campus will grow from 0.4 GW of IT capacity in January to 2.4 GW by the end of 2026. That would be a sixfold increase in one year. • Five major projects: The expansion spans Macrohard, MiniHard, Macroharder, Project SPAM and Gun Range. • Tesla powering the scale: SemiAnalysis reports 1,377 Tesla Megapacks across Colossus 2, providing nearly 6 GWh of battery storage. The construction timelines and capacity forecasts are SemiAnalysis estimates, with future milestones still targets. Elon Musk’s teams are bringing extraordinary speed and scale to the infrastructure powering AI.

很伤心也很遗憾，看到黄教主在短短几天内就被迫辞去 CEO 的职务，现实过于魔幻。我自己从 2019 年开始就坚定地投资 NVDA，一同走过了疫情和如今的 AI 革命，而现在我们将进入一个“后黄仁勋”的智能时代。但有句古话，世界离开了谁都会继续运转，我分享一下对这件事情的思考和结论：抛开所有的阴谋论，让他离职原因的是第二段和直接下属的关系。 就在同一天，路透报道白宫在讨论商务部长卢特尼克的去留。此前 Axios 报道他三次拖延执行特朗普批准的打击转运措施，商务部否认发生过对质。我觉得政治是背后的主因。黄仁勋是对华芯片市场准入最主要的游说者，也是特朗普在 AI 产业里最重要的企业盟友。民主党刚在选举中大胜，他已经同意感恩节前到国会作证，舒默也表示辞职免除不了国会问责。所以他离任不会让事情结束，反而可能让 H200 对华销售、商务部的角色、白宫是否知情，都变成听证会的主题，出口管制收紧的速度会更快。 SemiAnalysis 最新的文章写到有超过 1.5GW 受限芯片流入中国，这个数字与 Epoch 的全渠道估计（中位数 66 万 H100 当量）粗算在同一量级。但走私金额不是重点，合法的远程租赁才是。《远程访问安全法案》（RASA）已在众议院以 369 比 22 通过，参议院正在表决，Nvidia 和 Oracle 一直在大力游说反对。远程访问规则一旦落地，真正会被切掉的，是中国公司在东南亚合法租用的算力，以及靠这类需求融资的 NeoCloud。 算力融资信贷会被重新估值。Nvidia 是这里的“央行”，但 CFO Kress 曾反对给 OpenAI 的担保，SemiAnalysis 则认为 NeoCloud 能融到资，靠的是黄仁勋的个人信用。两条拼在一起：现在掌舵的正是对兜底最谨慎的人。算力需求不会变，但由 Nvidia 信用撑起来的那部分需求可能收缩，但收缩多少还不确定。 短期内不用过于悲观，未来 12–18 个月的产品路线、已锁定的供应承诺和 CUDA 的粘性，不会因为换人消失。关键人物风险兑现得慢：2028 年之后的产能分配，以及下一个赌注有没有人敢下，是最大的风险。苹果的先例也说明，这种转变对技术节奏是坏事，对股东未必。执行力和生态协调上那部分“黄仁勋溢价”会慢慢消退，我们可能会看到一个平凡的 Nvidia，没有了创始人睿智和开辟新疆域的 Nvidia，但依然是一个赚钱的 Nvidia。 开源这条线被市场低估了。如果中国的 AI 实验室不再开源针对 Nvidia硬件的优化、转向国产芯片，结果是两套逐渐分离的技术栈。这对闭源前沿实验室有利，对依赖开源模型的创业公司和主权 AI 项目不利，影响会比股价波动持续得久。 管制方向基本确定，时间不确定。 该不该全面切断远程访问，是一个有真实分歧的政策问题。支持者看重堵住漏洞；反对者（包括 SemiAnalysis）认为这会失去监控能力，并加速国产替代。这里不下结论。能判断的是，最有分量的反对者已经离场，而下周的深圳会面可能让执行推后。 黄教主的离场，感觉是牺牲自己来拯救 Nvidia。从此，算力流向何处将由国家安全而非商业信用裁决，全球 AI 技术栈也将加速一分为二。不过，斗争的大戏才刚刚开始，群众可以继续吃瓜，但伟大的企业确少了一个伟大的企业家！希望能有奇迹发生✨

SpaceX has just unveiled a massive new $50 billion Supercomputing Campus that they want to build in Cochise County, Arizona. All info: • Up to 6 GW across the 9 supercomputing buildings • Construction starts 2027 • Size of each supercomputing building: ~493,000 square feet. • Total supercomputing building space: 4.44 million square feet, excluding support facilities. • SSVEC residential customers are projected to see electricity bill reductions of 10–40%. • Up to 24 GWh of grid-connected battery storage to provide backup power, stabilize the regional electric grid, support local voltage, and absorb fluctuations in electricity demand. Among the largest planned battery installations in the United States. • Additional solar generation in the region is planned to supply renewable electricity during the day and reduce demand on the local grid. • No dedicated on-site power plant or fuel storage yard is planned. • Each supercomputing building will have 10 MW of natural-gas-powered standby generation for critical equipment, operating only during utility outages and periodic testing. • No gas turbines will be installed at the site. • SpaceX plans to fund $3.6 billion in grid infrastructure upgrades, transferred to AEPCO at no cost to its members. • Up to $260 million annually in additional benefits for cooperative members at full buildout, on top of residential bill reductions. • Up to $200 million annually for cooperative members statewide, in addition to SSVEC benefits. • The supercomputers will use dry cooling with a closed-loop water circulation system rather than evaporative cooling. • SpaceX projects zero ongoing industrial water consumption. • The cooling system will be filled initially, with water reused for up to 10 years. • SpaceX estimates annual water usage equivalent to approximately 20–30 Arizona residential homes. • Projected annual water use would be less than 2.5% of a single center-pivot irrigation system's annual consumption. • Permanent jobs: Approximately 1,000. • Construction jobs: Approximately 5,500. • Annual property tax revenue: Up to $103 million in estimated new annual revenue. • Regional economic benefits: SpaceX says its investment will support public education, infrastructure, essential local services, and economic development. • Local suppliers: SpaceX is encouraging suppliers to participate in construction and development of the campus. • Noise mitigation: Equipment will be positioned away from neighboring properties where possible, with setbacks and additional screening to reduce noise. • Nighttime lighting: Outdoor lighting will remain off unless work is underway, with active lights shielded and directed downward. • Dark-sky protection: The campus will comply with Cochise County's dark-sky requirements to limit light pollution. • Nighttime construction: SpaceX says it will seek waivers when nighttime construction lighting is necessary. • Wildlife protection: The campus is being designed with consideration for the region's sandhill crane wintering habitat. This campus's purpose is to build one of the world's most advanced AI supercomputing campuses to train SpaceX's superintelligence models and support scientific and engineering breakthroughs. Learn more:

We have signed a major supply contract with SINGULUS to create a durable option for advanced solar cell manufacturing to support more than 100 GW of equipment as we accelerate the production of our Starmind satellites in Bastrop, Texas →

美国为了锁死竞争对手在关键尖端领域的核心能力，通过长臂管辖和出口管制，对战略资产进行出口管制，都受到美国商务部工业与安全局BIS的出口管制条例约束，像燃气轮机和GPU这种，理论上都会严格审查到最终目的地或者最终用户。 但是出于强烈的利益驱动，中间层“白手套”公司通常都会有办法腾挪，最著名的是2017年西门子克里米亚燃机事件，四台原本是安装在俄罗斯Taman电厂的四台重型燃机，通过隐瞒和第三方转手的方式，被安装到了克里米亚半岛上，这是最近重型工业设备走私的经典案例。 迄今为止，美国司法部仍然在高压打击重型燃机的核心零部件的非法销售，俄罗斯圣彼得堡能源公司的高管通过虚假合同，从美国非法采购和转运燃机维修部件到俄罗斯和伊朗等国。 N卡也是同理，GPU掌管数字和AI时代的算力命脉，迭代速度快，政策漏洞更多（云服务，算力租赁等等），这就是为啥最近马来西亚特别是柔佛州，快速崛起成为全球与亚太地区最重要的AI算力中心与数据中心聚集地之一，在短短时间内突破数吉瓦（GW），吸引了包括微软（Microsoft）、谷歌（Google）、甲骨文（Oracle）、字节跳动（ByteDance）、阿里云以及杨忠礼集团（YTL）携手英伟达（NVIDIA）等全球巨头的大规模布局。 这其实是极其复杂的灰色地带，如果通过东南亚（如柔佛）的数据中心把算力“穿透”并提供给禁令国家和地区的用户，实质上也就突破了物理芯片的出口禁令，这种模式早期一度被认为是合法的“技术套利”。美国政府显然也已经意识到了这一点，美国国会众议院以压倒性优势通过《远程访问安全法案》（简称 RASA）来封堵这个漏洞。 这其实就不难理解，为什么Alice会被放在高倍放大镜下：中国籍，45亿美金GPU订单，新加坡，东南亚算力中心。老黄其实很明白，想要保持住技术竞争优势，就得效仿当年Windows的免费战略，但现在已经是2026年了，夹在中间供腾挪的空间也不大了。