与英伟达聚焦GPU通用计算芯片的策略不同，博通的核心优势在于为云服务厂商定制ASIC专用芯片。这类芯片针对特定AI推理场景设计，能够深度适配云厂商的业务需求，因此成为谷歌、meta等科技巨头的首选。行业分析师指出，GPU与ASIC并非替代关系，而是通过差异化定位共同推动AI基础设施的发展 ...

Cryptocurrency is a form of digital money meant to be used as a medium of exchange, and it uses cryptography to secure and verify transactions, as well as to control the creation of new units of a ...

公开资料显示，ASIC 是 Application-Specific Integrated Circuit 的缩写，中文翻译为专用集成电路。它是一种是针对用户对特定电子系统的需求，从根本上定制化设计与制造的专有应用程序芯片。与 CPU、GPU 等通用算力芯片不同， ASIC 的设计目标是高效、低成本地实现特定任务。 杠杆资金净买入这些票 ...

This week in bitcoin mining news, ERCOT sees a 266 GW of interconnection requests in 2026, IREN closed a $2.3 billion convertible note offering, and GPUs are leaving ASICs in the dust. Listen or watch ...

Nvidia is the undisputed leader in AI chips. The shift toward ASICs seen in cryptocurrency mining is an example of a risk investors need to watch when owning Nvidia. However, there are some key ...

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 15,000 Bitcoiners: https://newsletter.blockspacemedia.com Welcome back to The Mining Pod! Bitcoin’s back above $100k ...

As we've discussed at various points, the great cryptocurrency GPU mining craze of 2011 to 2014 (peaking in 2013) was great for GPU manufacturers' profit margins, but terrible for AMD's actual GPU ...

The CEOs of OpenAI, Anthropic, and xAI share a strikingly similar vision — AI’s progress is exponential, it will change humanity, and its impact will be greater than most people expect. This is more ...

SHANGHAI, CHINA - SEPTEMBER 10 2025: The booth of nVidia during a tech show in Shanghai, China Wednesday, Sept. 10, 2025. (Photo credit should read WANG GANG / Feature China/Future Publishing via ...

So far, Nvidia (NASDAQ: NVDA) has been the biggest winner of the artificial intelligence (AI) boom, but investors should not forget how quickly hardware leadership can shift when a market matures. The ...

As Nvidia tightens its near-monopoly grip on the AI GPU market, tech giants and chipmakers are accelerating efforts to develop and mass-produce ASICs, signaling a brewing showdown between Nvidia's GPU ...