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HPE ProLiant Compute Gen12. Support for up to 144 cores, 10 GPUs, and AI-ready performance. 💚 Red flags? ❌
AI图像生成公司Midjourney(以文生图闻名)的跨界动作。 2026年6月17-18日左右,Midjourney正式宣布成立Midjourney Medical部门,推出首款硬件产品Midjourney Scanner(也称Ultrasonic CT,全身超声波计算断层扫描仪)。 用户站上平台,平台缓慢下降进入浅水池(类似温水SPA体验),身体穿过一个环形超声波传感器阵列(与Butterfly Network合作,每套集成约40个Ultrasound-on-Chip模块,合计约50万个微型传感器)。传感器从360°多角度发射超声波并接收回波,利用海量数据(每秒TB级)+强大算力(数千台计算机集群,峰值达PFLOPS级)重建亚毫米级全身3D切片影像。整个过程约60秒完成。 • 优势对比传统MRI: • 无电离辐射、无强磁场(对植入物更友好)。 • 速度极快(全身MRI通常需30-90分钟)。 • 图像目标是接近/在某些方面媲美MRI的软组织对比和3D结构(肌肉、脂肪、骨骼、部分器官)。 • AI主要用于图像重建、去噪和结构分割(这正是Midjourney的图像处理强项)。 公司及多家报道明确表示“检测成本远低于核磁共振”,有来源提到“大幅更便宜”(部分总结为约10倍更便宜或“几美元级”对比传统几千美元的全身MRI)。这主要来自设备本身(基于廉价超声芯片而非巨型MRI磁体+屏蔽房)+高吞吐量(一台设备一天可服务多人,远超MRI)。Midjourney与Butterfly的合作协议总值约7400万美元(分5年支付),但单机部署成本预计远低于传统MRI(后者单台设备常数百万美元)。 目前仍是原型/早期阶段(Gen1原型扫描时间可能更长,目标是60秒;图像为概念或早期重建)。 可能普及应用吗? 有较大潜力,尤其在预防性健康管理和消费级场景,但作为临床诊断工具全面普及需要时间和验证。 积极因素 • 速度+舒适+安全:60秒像做SPA一样轻松(计划在“Midjourney Spa”温泉式中心部署),远比躺MRI管里舒服、无噪音、无幽闭恐惧。 • 成本与可及性:如果单次成本真能做到传统MRI的1/10甚至更低 + 高频使用(一年几次甚至更频繁追踪身体成分变化),就能从“富人/医院预约”变成大众日常健康工具。Midjourney愿景是全球部署约5万台(到2030年前后),每月亿级扫描量。
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$SIVE looks like both a chokepoint and a bottleneck for CPO next year. Keep seeing information published from nontechnical people who miss any nuances. Here’s the reason why: 1. CW lasers are bottlenecked signaled by $LITE earnings. Laser fabs are heavily allocated to EML likely from former $NVDA contracts. -> Sumitomo/Furukawa = bottleneck -> Win Semi = bottleneck $SIVE does fab-lite, so are they a bottleneck? Yes, $SIVE sits in the laser bottleneck since control output supply of CW lasers from Win Semi and other fabs from allocation way early on (CEO stated they working with more capacity from other players as well). Perfect example is Kioxia/Sandisk. $SNDK controls NAND output, so they’re a bottleneck because they control final pricing. Demand exceeding supply from Ayar, Jabil, other pluggable vendors + Nvidia NVLink CPO ecosystem… final laser supply owned by $SIVE makes Sivers a bottleneck. $SIVE is also likely primary/sole source for Jabil, Gen-1 Ayar, $MRVL Celestial, and other hyperscaler asic/merchant CPO routes. So no way to get around it (can’t hot-swap single channel cw lasers with Sivers) 2. $SIVE is a chokepoint over CPO. $NVDA use $COHR, $LITE (which likely sources external cw capacity from Japanese competitors) $AVGO is likely vertically integrated as well. However: the entire ecosystem around it from ASIC programs (Marvell, AlChip, etc) and merchant programs (Ayar, Lightmatter, Lightelligence) Are all likely designed around $SIVE. Ayar for example, likely tried to multi-source with $MTSI / $LITE back in 2022 but their lasers probably couldn’t match the level of Sivers specification with arrays (removed Lumentum / Macom from their supply chain site recently) If there’s no alternative at least for the initial generations (obviously they’re working to multi-source). That makes $SIVE a structural chokepoint to go through for lasers. Even if you look at the 1.6T LRO $JBL designed, they achieved a “drastic moat” with performance built around $SIVE likely sole source. $SIVE is also the foundry level reference laser design for $GFS, which your hyperscalers use like $AMD (likely using Sivers + maybe Ayar for gen1): If every major player, who hasn’t achieved vertical integration (Nvidia/Broadcom) is using Sivers for CPO… That makes them a chokepoint. Just look at the entire CPO $NVDA NVLink ecosystem partners: every single one are all likely using Sivers. And they all use $GFS as well (where Sivers is default reference). So $SIVE is both a chokepoint and bottleneck when CPO really scales up H2 2027, over one of the biggest architectural shifts of all time (near $0 -> $81B or $91B TAM in the next 1 1/2 years from GS research note) This is why I say $SIVE looks like it could be the next $75B $LITE over the next couple years. All of this should play out next year. And it’s still trading less than a company with $50M in purchase agreements that buys Sivers lasers to repackage them.
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SpaceX put 10 megawatts of solar power in space across 3000 gen1 Starlink satellites, then they put 100 megawatts in space with 7000 gen2. soon, they're doing 1000 megawatts with gen3. SpaceX is basically 10xing space solar every few years!
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Lenovo Legion Gaming Pop-Up 参加させて頂きました💻 12/22~12/28入場無料 詳しくは@LEGION_JPをチェック! Lenovo Legion Gen10シリーズは長時間 高負荷のゲームプレイでも静かで没入できるよう設計されたゲーミングPC🖥️ 綺麗な画面で長時間遊べるの最高! Legion Glasses Gen2も楽しかった🤓 #PR#
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Jujur aku tuh pengen foto sama gen12&13 tau. Mereka kan masih trainee jadi mereka sopan banget jadi kaya gak enak minta foto🫣😝 Padahal aku mau cuma aku juga gak enak ganggu mereka🥺 Nanti fans JKT48 tolong kasihtau dan sampaikan mereka ya Hahaaha Haruka mau foto bareng😝💓
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我的二手的 ThinkPad X1 Nano Gen1 终于来到了完成形态: - 与 macOS 近乎一致的快捷键和全局 Emacs 快捷键 - 与 macOS 近乎一致的触摸板体验,三指拖动等等 - 类似于 Raycast 的 PowerToys 快捷启动窗 - dark one 配色和 IosevkaTerm NFM 的 Windows Terminal + WSL + Neovim - 修复了 Windows 11 上的中文字体渲染问题 - 使用 Windhawk 大幅调小了 taskbar 的高度和优化了开始菜单栏的样式 我现在终于拥有了最轻的笔记本和最好的 Linux DE,终于可以在外面的咖啡馆轻松愉快地开发 avante.nvim 了!(≧▽≦)/♫
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LenovoのゲーミングPC Legion Gen10シリーズの体験会に招待いただきました! Lenovo Legion 7i Gen10は 16インチ有機ELで画面が綺麗💻 最新のIntel Core Ultra 7搭載、RTX 5060搭載で重たいゲームもサクサク動くし白のボディカラーが素敵でした🤩🤍 #PR# #LenovoLegion# #IntelCoreUltra# #XboxGamePass#
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