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5-year-old giant panda Bao Li celebrates birthday in the U.S._我的网站

一 |     (ECNS) -- Bao Li, a giant panda living at Smithsonian's National Zoo in Washington, D.C., the United States, celebrated his fifth birthday on Tuesday. This marks his second birthday in the United States.    The male panda arrived at the Washington zoo with female panda Qing Bao on Oct. 15, 2024. Qing Bao is set to celebrate her fifth birthday on Sept. 12.        To mark the occasion, zoo staff prepared a special birthday feast for Bao Li, including an ice pop made from pineapple juice, along with a display of his favorite treats such as carrots, sweet potatoes and blueberries. Keepers also presented him with his favorite toy, a marine fender, as a birthday gift.    Panda keeper Mariel Lally said both Bao Li and Qing Bao are in good health.    Qing Bao is currently experiencing a pseudopregnancy, a normal physiological condition for female pandas of her age. As a result, she has been sleeping more than usual and has gained a little weight.    (By Gong Weiwei)                            。    8月26日消息，根据TrendForce集邦咨询最新存储器产业研究，全球主要云端服务供应商（CSP）正加速建设AI基础设施，其资本支出预计在2026年将年增98%，2027年再增长50%。     与此同时，DRAM与NAND Flash在CSP资本支出中的合计占比，预估将从2026年的47%进一步攀升至2027年的68%。

二 | 这一显著增长主要源于内存合约价格的飙升及采购需求的持续强劲。    

    具体而言，Server DRAM合约价在2025年下半年累计上涨约64%，2026年预计再涨约270%；Enterprise SSD同期上涨约35%，2026年累计涨幅预计达235%。即便进入2027年，HBM合约价仍可能上涨70%–140%，整体价格将维持高位。    

    在价格飞涨的同时，CSP对内存位元的需求也大幅增加，原厂优先保障服务器应用供应。

三 |     2026年，HBM与RDIMM合计将占DRAM供应位元的51%；2027年，随着制程升级和新工厂产能释放，Server DRAM与HBM的供应位元增速有望达到27%。     这一趋势将从两个层面深刻影响AI生态：     一是成本压力传导。高昂的内存成本为NVIDIA等AI芯片厂商提供了合理的涨价理由，CSP或将进一步提高资本支出，以维系AI芯片和内存的采购规模。    二是内存架构主动调整。

四 | 为应对高价格和供应配额不足，CSP将更积极地优化内存配置，例如降低单颗芯片搭载容量、调整RDIMM/HBM规格，或转向采用将模型固化在芯片中的AI ASIC方案，以保障AI基础设施建设和产品出货目标的顺利实现。    

五 |

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Published on:07:17:00