孙宇晨:波场生态将在2024下半年迎来爆发式增长

币界网Pubblicato 2024-08-08Pubblicato ultima volta 2024-08-08

币界网报道:

8月7日,波场TRON创始人孙宇晨受邀出席由波场作为冠名赞助商的亚洲区块链高峰会2024(ABS2024)。其间,孙宇晨发表了视频演讲,表示对波场TRON未来的发展充满信心,并预测今年下半年将是波场生态的爆发式增长期。他提到,将努力使波场TRON协议年度收入提升至10亿美元。

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孙宇晨还重点介绍了波场TRON的用户增长和稳定币业务的最新成就。他指出,波场TRON已经吸引了超过2.4亿全球用户,累计处理超过80亿笔交易,总质押量(TVL)超过197亿美元。这些数据展示了波场TRON强大的用户基础和稳定的市场表现,为未来的发展奠定了坚实的基础。

他强调,波场TRON与Tether合作发行的TRC20-USDT全网流通量已突破600亿美元,波场TRON也成为第一个单一稳定币供应量突破600亿美元的区块链网络。波场网络上的USDT不仅为用户提供了稳定的价值存储和交易媒介,还增强了波场网络的流动性。这一数据不仅体现了市场对波场TRON的信任,也凸显了其在支付和价值转移领域的领先地位。

此外,孙宇晨透露,波场TRON未来将继续推动稳定币的合规化与国际化,目标是实现1000亿美元的稳定币市值。同时他提到,波场TRON将推出无Gas稳定币转账解决方案,降低用户的使用成本,进一步提升用户体验。

ABS是汇集来自区块链和加密行业的领先创新者、专家和爱好者的年度盛会。ABS2024于8月6日-8月8日在台北举办,主题为“在AI和Web3的多元世界中繁荣发展”。

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CPU Makes a Comeback to the Table, A $170 Billion "Power Seizure" Drama Begins

A new era is dawning for the server CPU (Central Processing Unit), driven by the shift from AI model training to large-scale reasoning and the rise of Agentic AI. This article explores how the CPU is reclaiming a central role in the AI data center. For years, the focus has been on the GPU (Graphics Processing Unit) for AI training. However, as AI moves to the inference and Agent phase—where tasks involve complex, multi-step reasoning, tool calls, and data management—the workload balance is flipping. Studies show CPUs now handle over 70% of the workload in Agentic AI, up from 10-30% in training. This is because Agent tasks generate massive intermediate data (KV Cache) that exceeds GPU memory, forcing it to be offloaded to the CPU's larger, more scalable memory pools. This increased importance is translating into market changes. Major players are taking note: NVIDIA launched its first standalone CPU line, Vera, based on ARM architecture and optimized for Agent performance. AMD doubled its server CPU market forecast to over $1200 billion by 2030. Analyst reports project the total server CPU market could reach $1700 billion by 2030, with AI-driven demand being a primary driver. Furthermore, the classic ratio of CPUs to GPUs in AI servers is rapidly changing, converging from 1:8 toward 1:1 for Agent deployments. This surge in demand has led to a rare industry-wide price increase of 10-15% for server CPUs from Intel and AMD, breaking a decade-long trend of "more performance for the same price." Demand is bifurcating into high-core-count CPUs for in-rack GPU support and moderate-core CPUs for standalone Agent task orchestration. In China, this global trend presents an opportunity for domestic CPU manufacturers like Hygon (海光信息) and Huawei Kunpeng, who are bolstered by both growing AI infrastructure needs and national policies promoting technological self-reliance ("xin chuang"). The maturity of their software ecosystems is also accelerating, evidenced by faster adaptation to new AI models. In conclusion, the narrative is shifting from a GPU-centric view to one where CPU-GPU synergy is critical. The CPU is no longer a peripheral component but a performance-defining bottleneck and a key growth driver in the AI hardware stack, opening a massive new market estimated in the hundreds of billions of dollars.

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CPU Makes a Comeback to the Table, A $170 Billion "Power Seizure" Drama Begins

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TechFlow Intelligence: AMD AI Director Publicly Criticizes Claude Code for "Becoming Dumber and Lazier", Trump Claims Full Ceasefire in Hormuz But Strait Still Has 80 Unexploded Mines

TechFlow Intelligence Report: This daily digest covers key developments in AI, crypto, hardware, and geopolitics. In AI, SK Telecom faces US export control scrutiny over its partnership with Anthropic, while a Gemini user reports being misled in a scam scenario, sparking safety debates. China's Z.AI launches the GLM-5.2 model, rivaling Claude Opus without NVIDIA chips. In crypto, Bithumb lists ReProtocol, and Upbit delists KernelDAO. On the hardware front, MIT researchers build a custom OS to study chips, ASML denies US claims its advanced lithography machines are in China, and Amazon considers selling its in-house AI chips. Apple's future A21 Pro chip may use TSMC's latest N2P process. Major tech issues include 10,000 GitHub repositories distributing malware and Apple patching a critical eavesdropping flaw in Beats earbuds. US stocks rise, led by semiconductors, with Intel surging 10.6%, while SpaceX falls 3.5%. Geopolitically, despite a US-Iran deal, the Strait of Hormuz remains risky with ~80 uncleared mines, stalling 80M barrels of oil on standby tankers. Iran postpones Switzerland talks, and Trump calls the agreement an "unconditional surrender." The report highlights a contrast: temporary geopolitical calm versus the ongoing, fundamental restructuring of tech supply chains and chip independence.

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TechFlow Intelligence: AMD AI Director Publicly Criticizes Claude Code for "Becoming Dumber and Lazier", Trump Claims Full Ceasefire in Hormuz But Strait Still Has 80 Unexploded Mines

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