此前,在一年一度举办的 GTC 大会上,英伟达提出了被命名为 “AI Grid” 的宏大愿景, 试图将全球电信网络转型为人工智能(AI)的基础设施。 所谓“AI Grid”,是一个由相互连接的 AI 基础设施节点组成的网络,覆盖 AI 工厂、区域接入点、中心机房、移动交换中心以及基站站点。这些节点配备全栈式 AI 基础设施,并通过安全、高带宽、低延迟的网络连接在一起,能够实现数据、模型、智能体和工...
此前,在一年一度举办的 GTC 大会上,英伟达提出了被命名为 “AI Grid” 的宏大愿景, 试图将全球电信网络转型为人工智能(AI)的基础设施。 所谓“AI Grid”,是一个由相互连接的 AI 基础设施节点组成的网络,覆盖 AI 工厂、区域接入点、中心机房、移动交换中心以及基站站点。这些节点配备全栈式 AI 基础设施,并通过安全、高带宽、低延迟的网络连接在一起,能够实现数据、模型、智能体和工作负载的无缝流动,从而使整个网格像一个统一的分布式系统那样运行。 图源:英伟达官网 当前,正在探索“AI Grid” 领域的电信运营商包括 T-Mobile US、Comcast 和 SoftBank 等,英伟达一直强调, 电信公司现有的资产(铁塔、光纤和频谱)使它们天然适合承载分布式推理基础设施。 然而,核心的问题在于——如果这一愿景真的代表了未来大势,那 电信运营商现在究竟应不应该把大量资金投入到分布式 AI 基础设施中? 针对这一问题,ABI Research 近日发布了一份分析报告,帮电信公司算了一笔账。该报告涵盖了“AI Grid” 落地过程中的边缘 GPU 部署、网络延迟限制、总体拥有成本,其真正试图厘清的核心矛盾在于:英伟达这一愿景在今天是否站得住脚,还是说,这是一场押注尚未到来的未来的昂贵赌博? 降低延迟是核心理由吗? 在网络的近边缘或远边缘部署 GPU,最有力的理由就是延迟——那些需要近乎“实时”执行和控制的应用程序对延迟有严格要求,推理服务器物理上越接近终端用户,响应速度就应该越快。 然而, ABI 的分析表明,这一论点听起来合理,实则站不住脚,至少对于当今主流的 AI 工作负载而言是如此。 对于生成式 AI 来说,最重要的指标是首字延迟 (TTFT,一个用于衡量网页加载性能的关键指标,反映了从用户发起请求到浏览器接收到第一个字节的时间长度) ,而网络延迟根本不是其主要影响因素。标准的网络往返时间确实可能达到 100 毫秒,但造成延迟的更大元凶——包括 DNS 解析、隧道建立,以及计算密集型的预填充和解码阶段——无论推理服务器物理上部署在哪里,都不会改变。以一个大约 1000 个 token 的中等规模提示词为例,仅预填充阶段就需要约 160 毫秒,而解码阶段可能延长至数秒。 这在实践中意味着,对于常规的聊天机器人交互来说,将推理服务器移到离用户更近的地...
(RTTNews) - The French stock market gained in strength after a steady start on Friday, as investors remain hopeful of U.S. and Iran engaging in meaningful discussions this weekend to bring an end to the ongoing conflict in the Middle East.
(RTTNews) - The French stock market gained in strength after a steady start on Friday, as investors remain hopeful of U.S. and Iran engaging in meaningful discussions this weekend to bring an end to the ongoing conflict in the Middle East.
Hims & Hers Health (HIMS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Hims & Hers Health (HIMS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
peepo Edge Total Intelligence ( UNFYF ) has expanded its maritime defense footprint , securing an additional A$1.15M contract through its Western Australia-based unit. This latest win with an international prime shipbuilder brings total program bookings to A$2.91M and reaffirms sustained demand for its targeted maritime defense and border force solutions . The contract covers critical Navy and Bor...
peepo Edge Total Intelligence ( UNFYF ) has expanded its maritime defense footprint , securing an additional A$1.15M contract through its Western Australia-based unit. This latest win with an international prime shipbuilder brings total program bookings to A$2.91M and reaffirms sustained demand for its targeted maritime defense and border force solutions . The contract covers critical Navy and Border Force programs, including acquisition data management and digital maintenance baselines, reinforcing edgeTI’s pivot toward high-value, recurring defense sustainment revenue. More on Edge Total Intelligence Financial information for Edge Total Intelligence
AMD to resurrect Ryzen 7 5800X3D AM4 with 10th anniversary edition, leaker claims — return of legendary CPU a sign of bleak PC building landscape Tom's Hardware
AMD to resurrect Ryzen 7 5800X3D AM4 with 10th anniversary edition, leaker claims — return of legendary CPU a sign of bleak PC building landscape Tom's Hardware
ChayTee/iStock via Getty Images “ March’s 178,000 BLS jobs report came in nearly three times Wall Street’s 60,000 estimate. Markets celebrated. Almost nobody mentioned the entire beat traced back to doctors returning from a strike and weather rebounds. That’s not strength. That’s noise — and it’s a pattern we can no longer afford to ignore. “ Every time we see the release of the BLS jobs report, t...
ChayTee/iStock via Getty Images “ March’s 178,000 BLS jobs report came in nearly three times Wall Street’s 60,000 estimate. Markets celebrated. Almost nobody mentioned the entire beat traced back to doctors returning from a strike and weather rebounds. That’s not strength. That’s noise — and it’s a pattern we can no longer afford to ignore. “ Every time we see the release of the BLS jobs report, there are always problems with it. Over the years, I’ve come to accept that most government statistics are imperfect. Regardless, they are what markets pay attention to. However, it is increasingly clear that the BLS jobs report over the last three years has been problematic. That report lands on the first Friday of every month and sends equity futures swinging before markets open. The problem is that the report has become so distorted by sampling failures, model-based imputations, and seasonal adjustments layered on top of more seasonal adjustments that the monthly print often tells us almost nothing reliable about the actual state of employment. I realize that is a serious claim that borders on heresy, but let me back it up with the data. I want to show you what I believe is a simpler, more honest alternative. One that filters out the noise and reveals the employment trend that matters to investors and policymakers alike. Let’s start with the March BLS jobs report. March 2026: A Beat That Wasn’t What It Seemed The March employment report showed 178,000 nonfarm payrolls added in the US economy. That was against a Wall Street consensus estimate of just 60,000. How did analysts get it so wrong? But here’s what you need to understand about what’s actually inside that number. Healthcare alone contributed 76,000 jobs, the single largest sector gain in the entire report. The BLS explicitly noted that offices of physicians added 35,000 workers as striking Kaiser Permanente nurses and physicians in California and Hawaii returned to work. That’s not organic job creation; that’s the ...
Christoph Burgstedt/iStock via Getty Images By Zain Vawda The FTSE 100 ( UKX ) continues to exhibit resilient price action as we close out the trading week. Despite a brief period of volatility in March, the index has firmly reclaimed its bullish posture, underpinned by a shift that suggests the path of least resistance remains to the upside. Daily Chart: Structural Strength and Moving Average Sup...
Christoph Burgstedt/iStock via Getty Images By Zain Vawda The FTSE 100 ( UKX ) continues to exhibit resilient price action as we close out the trading week. Despite a brief period of volatility in March, the index has firmly reclaimed its bullish posture, underpinned by a shift that suggests the path of least resistance remains to the upside. Daily Chart: Structural Strength and Moving Average Support On the daily time frame, the FTSE 100 is currently consolidating just below its recent swing highs. The most notable technical development is the index's ability to remain comfortably above the 10000 psychological level, which previously served as the "12 Nov Swing High." Key takeaways from the daily view: The SMA Cluster: The index is trading well above its 100-day MA (blue) at 10198 and the 200-day MA (yellow) at 9761. The widening gap between price and these long-term averages highlights the strength of the current trend. Ascending Support: A clear ascending trendline (black) continues to guide price action higher, currently providing a dynamic floor near the 10400 zone. RSI Momentum: The Daily RSI is sitting at 58.3, comfortably away from overbought territory. This suggests there is significant "white space" for the index to rally toward the 10786 resistance level before momentum exhaustion becomes a primary concern. FTSE 100 Daily Chart, April 17, 2026 Source: TradingView H4 Chart: Consolidation Following the Recovery The H4 chart provides a clearer picture of the recovery following the late-March dip. After testing liquidity below 10000, the index surged back, reclaiming the 10269 and 10500 handles. We are currently seeing a period of sideways consolidation between 10550 and 10,700. The H4 RSI is currently neutral at 51.0, reflecting a market that is searching for its next catalyst. The 100-period MA (blue) on the H4 is currently trending at 10352, acting as a secondary line of defense should we see an intraday pullback. FTSE 100 Four-Hour Chart, April 17, 2026 S...