AI Infrastructure Database
AI 运行所依赖的芯片、数据中心、电力、软件与模型，以及每个环节背后的企业。
AI 数据中心的实际建设过程
围绕 NVIDIA GPU 进行建设？沿着真实的采购链追溯：谁制造芯片，谁供应内存，谁生产线缆和机架，如何散热，以及在运行第一个 token 之前需要安装哪些软件。每个环节都指向相关企业。
技术栈正处于转型中期，六大变革值得关注
每一代硬件都在重塑产业的某个层次。这些转变正在当下发生——持续关注，你将在下一个时代到来之前率先感知它的轮廓。
设计单元已从8卡GPU节点跃升至软件视为单一加速器的72卡NVLink机架。开放的UALink阵营正在竞速应对，力争在该模式固化前给出答案。
同一问题，六种答案
完整对比 →各大建设方如何整合完整技术栈——芯片、互联网络、机架、冷却、供电与软件，逐项对比。
GoogleThe vertical integrator
Microsoft + OpenAIThe alliance at NVIDIA scale
MetaThe open-everything builder
xAIThe speed record
AWS + AnthropicThe custom-silicon bet
TeslaThe embodied-AI factory
AI 基础设施栈
探索完整技术栈 →每一层都依赖其下方的层次。沿着从电力到智能的链条逐层追溯——每一层都对应数据库中独立的板块。
电力
Power plants · Utilities · Transmission · Substations · On-site generation
开放 →
数据中心
Hyperscale campuses · Colocation · GPU clouds
开放 →
系统
Servers · Racks · Networking · Cooling
开放 →
半导体
GPUs · AI accelerators · CPUs · Memory · Foundries · Packaging
开放 →
软件
CUDA · ROCm · PyTorch · Inference engines · Cluster management
开放 →
模型
Foundation models · Reasoning models · Multimodal models
开放 →
架构
Assistants · Agents · Coding tools · Robotics · Enterprise AI
开放 →
精选记录
搜索全部内容 →
NVIDIAThe company the AI build-out is denominated in: GPUs, systems, networking and CUDA.
NVIDIA H100The GPU of the ChatGPT era — the unit of account for the 2023–25 AI build-out.
OpenAIMaker of ChatGPT and GPT-5 — and the buyer behind the biggest compute deals ever signed.
Stargate AbileneThe flagship of the $500B Stargate program — OpenAI's first purpose-built campus.
CUDANVIDIA's programming platform — the deepest moat in the industry.
ChatGPTThe fastest-adopted software product in history — and AI's front door.
Claude 5 (Fable 5 / Opus 5 / Sonnet 5)Anthropic's 2026 generation — four releases in under two months.
来自知名媒体的真实报道——每条均链接至原始发布方。
DLSS 5 gets toned down for its Hogwarts Legacy debut next month ↗
When Nvidia originally showed off DLSS 5 earlier this year, the technology immediately got branded as gen AI for video games. To…
The Verge · 00:27 · AI与模型
Epic shifts to ‘AI-accelerated development’ for upcoming Disney game ↗
Epic Games plans to use AI to generate code and art for an unannounced Disney game, which is now delayed from its original March…
The Verge · 00:27 · AI与模型
Google finally releases Gemini 4 Argon ↗
After months sitting on the sidelines of the frontier AI race, Google has finally launched its long-awaited Gemini 4 Argon model…
The Verge · 00:27 · AI与模型
It’s ‘incomprehensible’ that Instagram allowed an AI image of Mia Goth to spread, say her reps ↗
Earlier this month, news broke that actress Mia Goth had filed for divorce from actor and filmmaker Shia LaBeouf. An Instagram…
The Verge · 00:27 · AI与模型
Google makes it easier to launch your vibe-coded apps ↗
The next time you vibe-code a custom app with Google's AI Studio, you won't have to connect your phone to a computer to install…
The Verge · 00:27 · AI与模型
Facebook will let you customize your feed algorithm using AI ↗
Facebook's new "Your Algorithm" feature will let you directly add and manage topics you want to see in your feed and Facebook…
The Verge · 00:27 · AI与模型
I don’t miss the camera on the Ray-Ban Meta Audio glasses ↗
The other day I whizzed past several people while running in the park, my playlist blasting at full volume. The next morning, I…
The Verge · 00:27 · AI与模型
Xbox is officially embracing the chaos of AI-powered game ports ↗
Retro gaming is going through a wild time at the moment, thanks to decompilations and recompilations that are letting gamers port…
The Verge · 00:27 · AI与模型
Shopify opens its catalog up to more AI agents ↗
More AI agents will soon be able to browse and purchase from Shopify listings, marking an expansion of the company's agentic…
The Verge · 00:27 · AI与模型数据简报
由本站使用AI基于自有缓存数据撰写——已标注、注明日期，不构成投资建议。
Arm slips 6.48% to USD 275.29, off 10.47% for the week
Arm Holdings shares declined 6.48% to USD 275.29 on October 09, bringing the stock's weekly loss to 10.47%. The…
AI Infrastructure Database · Oct 09
Nebius falls 7.35% to USD 219.71 on October 09
Nebius closed at USD 219.71 on October 09, a decline of 7.35% on the session and 9.51% over the week. The weekly loss…
AI Infrastructure Database · Oct 09
IREN drops 7.7% to USD 35.71, down 14.49% on the week
IREN shares fell 7.70% to USD 35.71 on October 09, capping a weekly decline of 14.49% that marked it as one of the…
AI Infrastructure Database · Oct 09
CoreWeave slides 7.77% to USD 81.58 on October 09
CoreWeave shares declined 7.77% to USD 81.58 on October 09, contributing to a weekly loss of 8.97%. Both the daily and…
AI Infrastructure Database · Oct 09
开始学习
学习资料库 →
How Modern AI Actually Works
Tokens, weights, attention, training and inference — the whole mechanism in one pass, no math required.
How to Read an AI Chip Spec Sheet
FLOPS, precisions, sparsity footnotes, HBM bandwidth, TDP — what each number means and which ones actually…
Training vs Inference: The Two Economies of AI
One is a moonshot project, the other is a utility bill — and inference now dominates the buildout.
GPU, TPU, ASIC: What's Actually Different?
Why graphics chips run AI, what the custom-silicon crowd changes, and the spectrum from flexible to frozen.
工具
并排对比芯片H100 vs MI300X、B200 vs MI355X 等对比
数据问答用通俗语言提问，答案直接来自本数据库
集群功耗计算器从 GPU 数量到兆瓦级用电与示例账单
上市公司全景覆盖整个产业链的上市公司，含延迟报价
趋势资本支出、电力需求、机架密度——均为有据可查的数据