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英伟达自研AI CPU Vera细节公布，已交付OpenAI等客户_我的网站

A |     PARIS -- PARIS (AP) — A man armed with a knife killed a teacher and wounded two others on Friday at a high school in northern France, an attack being investigated as potential terrorism.Antiterror prosecutors said they were leading the investigation into the attack at the Gambetta high school in the city of Arras, some 115 miles (185 kilometers) north of Paris.Sliman Hamzi, a police officer who was one of the first on the scene said the suspected attacker, a former student at the school, shouted “Allahu Akbar” — God is great in Arabic.Hamzi said he was alerted by another officer who was passing in front of the high school and called in. He “was shouting ‘someone is attacking with a knife,’” Hamzi saidHamzi said he rushed to the school and saw the victim who died lying on the ground outside the school and the attacker being taken away. “Colleagues arrived quickly but unfortunately couldn’t save the victim,” Hamzi said.Interior Minister Gerald Darmanin said that the suspected attacker had been arrested. President Emmanuel Macron was heading to the scene along with the interior and education ministers, and the government asked authorities to heighten vigilance at all schools across France.Such school attacks are rare in France. The motive was not immediately clear. It came amid heightened tensions around the world over Hamas' weekend attack on southern Israel and Israel's military response, which have killed hundreds of civilians on both sides. There have been calls in Muslim nations for mass protests after Friday prayers over Israel’s intense bombing campaign in Gaza. Darmanin on Thursday ordered local authorities to ban all pro-Palestinian demonstrations amid a rise in antisemitic acts since the Hamas attack.France is estimated to have the world’s third-largest Jewish population after Israel and the U.S., and the largest Muslim population in Western Europe.The attack came almost three years after a teacher was beheaded outside a school in suburban Paris. Samuel Paty, a history and geography teacher, was murdered by an 18-year-old of Chechen origin who had become radicalized.A vice president of France's lower house of parliament, Naima Moutchou, said the National Assembly “expresses its solidarity and thoughts for the victims, their families and the educational community as we learn that a teacher has been killed and several others have been injured.″。    每经编辑：叶峰          截至7月22日10时32分，支持T+0交易的港股通信息技术ETF（513240）上涨0.58%，科创芯片ETF（588290）下跌1.18%，科创50ETF（588280）下跌1.16%。         相关个股方面，盛科通信-U上涨12.9%，华勤技术上涨11.34%，格科微上涨5.98%，澜起科技上涨3.78%。         消息面上，英伟达于7月21日公布了首款从核心自主设计的服务器CPU“Vera”的详细规格，该芯片已于6月交付OpenAI、Anthropic和SpaceX等客户。Vera专为AI智能体优化，聚焦单核性能、内存带宽与低延迟，相较于x86架构CPU在智能体任务中性能提升约50%，功耗在250至450瓦之间，支持最高1.5TB的低功耗内存。此举是英伟达垂直整合战略的关键一步，旨在通过自研CPU进一步释放GPU性能，并逐步向客户销售整柜计算系统。         随着智能体AI兴起，CPU因负责持续供给数据而重获重视，AMD与英特尔今年股价分别大涨128%和149%，英伟达仅涨8%，凸显市场对CPU价值的重估。Vera被看作开辟了专用于高强度AI计算的CPU新品类，预计平均售价约5000美元，年内出货约130万颗。目前除甲骨文外尚无大型云服务商明确采用，但OpenAI计划本季度大规模部署。分析师认为，英伟达意在让客户摆脱对英特尔和AMD的依赖，同时将CPU收入纳入自身版图，但说服超大规模云商全面转用仍面临挑战。         相关研究机构表示，AI创新驱动板块在算力芯片、光器件、PCB、存储及服务器与液冷领域展现出强劲发展潜力，AIOT领域因海内外需求增长而受益，上游半导体设备、零组件及材料国产替代预期强烈，功率、CIS及模拟芯片等价格触底复苏的龙头标的值得关注。（声明：以上信息仅供参考，不构成投资建议。

B | 入市有风险，投资需谨慎。）          每日经济新闻。

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