📢 Gate Square #Creator Campaign Phase 2# is officially live!
Join the ZKWASM event series, share your insights, and win a share of 4,000 $ZKWASM!
As a pioneer in zk-based public chains, ZKWASM is now being prominently promoted on the Gate platform!
Three major campaigns are launching simultaneously: Launchpool subscription, CandyDrop airdrop, and Alpha exclusive trading — don’t miss out!
🎨 Campaign 1: Post on Gate Square and win content rewards
📅 Time: July 25, 22:00 – July 29, 22:00 (UTC+8)
📌 How to participate:
Post original content (at least 100 words) on Gate Square related to
The Rise of AI Ether: Nvidia Spectrum-X Fires the First Shot
AI Ether Value Analysis
AI Ethernet is becoming a new trend in network connectivity. NVIDIA has recently actively embraced Ether, launching the SpectrumX-800 Ethernet product, and expects related revenue to reach billions of dollars next year.
Ethernet has the following advantages over IB networks:
Currently, the AI Ether network has formed two major camps:
The future Ether network is expected to become the mainstream solution for AI network connectivity, with reasons including:
In terms of optical module selection, the LPO solution may become the best choice for AI Ethernet, featuring advantages such as low power consumption, low latency, and low cost.
Overall, the application of Ethernet in the AI field will drive the rapid development of the industrial chain, including switches, optical modules, and more. It is recommended to pay attention to related chip, manufacturing, and brand companies.
The Top 10 Global Optical Module Rankings for 2023 Released
LightCounting released the 2023 global top 10 optical module list:
2023 Light Module Market Characteristics:
Google invests $2 billion to build a data center in Malaysia
Google announced an investment of $2 billion in Malaysia, including:
This is Google's largest investment in Southeast Asia. Southeast Asia has recently become a hotspot for investment by global tech giants, and it is expected that:
Micron expects a significant increase in HBM memory sales
Micron Technology stated at the investor meeting:
Micron is optimistic about the development of AI PCs and smartphones, and will focus on developing new features for these devices.
Gartner predicts that public cloud spending will exceed $675 billion in 2024.
Gartner's latest forecast:
Expected growth in various segments in 2024:
The demand for AI model training and inference drives strong growth in IaaS. The modernization of applications and specific use case demands drive continuous growth in SaaS.
The "National Big Fund" Phase III officially established
The National Integrated Circuit Industry Investment Fund Phase III Co., Ltd. was registered and established on May 24, main information:
This is the third phase of the "Big Fund" after 2014 and 2019, aimed at promoting the development of the domestic integrated circuit industry. The fund will operate in a market-oriented and professional manner, focusing on supporting the integrated circuit manufacturing sector.