Trent McConaghy

周末有一期非常值得关注的播客节目，来自陈立武参加No Priors。这也是他接手英特尔后首次播客。 其中有不少值得关注的重点 1️⃣材料学上的变革： 他提到正将投注重心转向先进封装技术EMIB、玻璃基板、以及氮化镓（GaN）、碳化硅（SiC）、磷化铟（InP）和人工合成钻石等新材料领域。 2️⃣CPU需求强劲回升 数据中心服务器中CPU与GPU的配比已从过去的1:8向1:4乃至更低演变。 3️⃣Intel的潜力 他预计到2030至2032年，外界将开始真正认识到英特尔的潜力——不仅限于PC客户端的传统基本盘，更将延伸至边缘计算、物理AI与智能体AI等新兴市场。 4️⃣能力整合，提供定制

ocean protocol quietly walked away from the ASI alliance merger. no press release, no drama, just gone. this is the most bullish thing that could have happened for FET's pending ETF application. SEC analysts were supposed to model a three-way merged entity with a data marketplace, an agent network,

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