👨🏻💻 90后｜写代码，也记录生活 📈 关注 AI 和美股，偶尔关注自己 🎮 旅行、游戏、猫狗，样样上心 💬 不负责通透，只负责说出哪里不对劲
California, USA
Joined January 2017
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美东中午12点，Cognizant与谷歌云宣布扩大合作，新设Gemini专项团队，投入超1.8万名员工，重点把企业AI从试点推向生产。
对$GOOGL这是扩展企业落地渠道；对$CTSH，机会在实施和改造项目。未来几个季度看订单和利润率：公告没给合同金额，人先配齐了，客户肯付多少钱才是硬菜。
老黄的手，伸进CPU饭碗了。
Modal今天公布Vera测试：高并发AI沙箱里，相比等效Intel GNR机器，任务吞吐量最高约翻倍，并准备上线支持。AI代理越多，CPU这块生意就越值得盯。
$NVDA.NE 看点又多了一个：把GPU客户关系延伸到CPU。但测试跑赢还没变成大规模收入，接下来几个季度要看部署、订单和迁移成本。别看到“翻倍”，就替利润也按个×2。
We got our hands on @nvidia's new Vera CPU and put it to the test.
We built a benchmark using real-world agentic workloads to see how it performs under contention.
In early tests, Vera delivered up to 2x the throughput of comparable x86 hardware, maintaining low latency even as hundreds of concurrent workloads competed for resources.
For Modal Sandboxes, that could mean running more agents in parallel without sacrificing latency.