一个也许违背常识的事实是：相较于自己的增速，眼下英伟达的估值并不算高，反而算低。
ВВС США призвали Израиль наносить сильные удары по Ирану20:51
。关于这个话题，新收录的资料提供了深入分析
Architectures such as deterministic, time-based scheduling approaches—like those explored at Simplex Micro—can now assume vector capability as a foundation. Rather than compensating for speculative inefficiency, they coordinate compute and memory explicitly. Performance scales through utilization and predictability rather than speculation depth. For vector and matrix workloads, this is less a revolution than a return to a lineage that speculation once displaced.
Toni is a wonderfully thoughtful and insightful exec, who has shown that you can build a real business around open software. Finding someone who can execute and who understands the vision of an open protocol at the same time is rare—Toni gets it. I'm excited to see what Toni and Jay build together.