{"schema_version": "research-pack/1", "object": {"id": "custom_asic", "title": "定制 ASIC", "one_liner": "实验室自研推理硅，第三套供给账"}, "facts": [], "timeline": [], "who": [{"id": "who:photon_cap", "person_id": "photon_cap", "name": "Photon Capital", "at": "2026-10-19T15:26:57.000Z", "text": "- Photon Capital｜人｜Photon Capital 汇总：Modal 采用 NVIDIA Vera CPU，早期测试 AI agent 吞吐量为现有 Intel/AMD CPU 的 2 倍（HBM）（TSMC）｜2026-10-19｜https://x.com/PhotonCap/status/2112203858156126306｜/p/photon_cap", "source_ids": ["src:63fc1f50ea405ae9fd9186e9"]}, {"id": "who:amazon", "person_id": "amazon", "name": "Amazon", "at": "2026-10-19T14:01:42.000Z", "text": "- Amazon｜云｜Amazon 推出开源工具 TorchNeuron，PyTorch 代码无需改写即可在 Trainium 芯片上运行｜2026-10-19｜https://x.com/amazon/status/2112182407256277095｜/o/amazon", "source_ids": ["src:ee6431011cb3e1731dc88b0c"]}, {"id": "who:carrio_research", "person_id": "carrio_research", "name": "Carrio", "at": "2026-10-15T11:39:13.000Z", "text": "- Carrio｜人｜Microsoft 的 Greg Link 称光互连 scale-up「是大家都想要的」，并引述展场说法「光互连不可避免，但时机何时到」｜2026-10-15｜https://x.com/carrioresearch/status/2110696996617244821｜/p/carrio_research", "source_ids": ["src:f0421b0b89a9670391655089"]}, {"id": "who:teortaxes", "person_id": "teortaxes", "name": "Teortaxes", "at": "2026-10-14T20:00:42.000Z", "text": "- Teortaxes｜人｜Teortaxes 称 Claude Fable 5.1 在 Build-A-Chip-Bench 仅得 16.6%，OpenAI Jalapeno 显示无需端到端自主也能加速芯片设计｜2026-10-14｜https://x.com/teortaxesTex/status/2110460809428308273｜/p/teortaxes", "source_ids": ["src:94490688ceb9ee6949a82259"]}, {"id": "who:ben_bajarin", "person_id": "ben_bajarin", "name": "Ben Bajarin", "at": "2026-10-13T21:33:02.000Z", "text": "- Ben Bajarin｜人｜Ben Bajarin 称 Maia 300 板卡每托盘 4 颗 XPU｜2026-10-13｜https://x.com/BenBajarin/status/2110121659680297081｜/p/ben_bajarin", "source_ids": ["src:81dcb7ce8fd1090d7bd8f07f"]}, {"id": "who:trendforce", "person_id": "trendforce", "name": "TrendForce", "at": "2026-10-13T03:56:08.000Z", "text": "- TrendForce｜硬件｜TrendForce：OCP 2026 上 Intel GPU D270 用 LPDDR5X、Microsoft Maia 300 用 8 堆 HBM4 288GB，两条 AI 推理扩展路线｜2026-10-13｜https://x.com/trendforce/status/2109855684108198386｜/o/trendforce", "source_ids": ["src:4641942e9a66f5ba22b5d6b7"]}], "context": ["> 谁在说 · 时间线为订户内容（https://hourahead.ai/enter）"], "usage": "只报告改变了已记录值的条目；每条给出处、时间、说话人；\n不得生成买卖建议、目标价、持仓建议；\n「到期仍待核对」不得读成「未发生」；厂商自测不得当第三方。", "issues": [{"id": "wp_4b9416715312", "question": "Maia 300 机架 16 颗 XPU 与 96 颗芯片未并账", "status": "unknown", "window": "机架颗数官方对账", "claim_ids": [], "source_ids": ["src:2229afcba4dd029f6f6e8e95", "src:468b9f0d3bbcdbdfe030c337", "src:daa20c8f5b17bc0eb51f0079", "src:e95adeda90bd00b98a70eb3d", "src:ea6f6b069b7a6d2d5df9fd41"], "evidence_state": "missing_source"}, {"id": "wp_900ceb1c2936", "question": "Maia 300 计算 tile 工艺是 N3、N2 还是 N2P", "status": "unknown", "window": "官方工艺节点披露", "claim_ids": [], "source_ids": ["src:2229afcba4dd029f6f6e8e95", "src:9ac3fe8f304cf7ac7e090fd4", "src:bc32e3dc06a4ee5f443fa8bb", "src:cb1cbf0dde63504a7e51cc44"], "evidence_state": "missing_source"}], "claims": [], "relations": [], "sources": [{"id": "src:468b9f0d3bbcdbdfe030c337", "url": "https://x.com/LiDaosen/status/2110169209892159819", "who": "Dawson Lee", "person_id": "dawson_lee", "published_at": "10月14日", "evidence_role": "unknown", "event_id": null, "item_id": "44184", "source_role": "", "source_tier": ""}, {"id": "src:e95adeda90bd00b98a70eb3d", "url": "https://x.com/StragglerLiu/status/2109797752389701849", "who": "Straggler Liu", "person_id": "straggler_liu", "published_at": "10月13日", "evidence_role": "unknown", "event_id": "ev_maia300", "item_id": "43185", "source_role": "", "source_tier": ""}, {"id": "src:2229afcba4dd029f6f6e8e95", "url": "https://x.com/LiDaosen/status/2109660783336411524", "who": "Dawson Lee", "person_id": "dawson_lee", "published_at": "10月12日", "evidence_role": "unknown", "event_id": "ev_maia_300", "item_id": "42634", "source_role": "", "source_tier": ""}, {"id": "src:daa20c8f5b17bc0eb51f0079", "url": "https://x.com/satyanadella/status/2109631106404487523", "who": "Satya Nadella", "person_id": "satya_nadella", "published_at": "10月12日", "evidence_role": "unknown", "event_id": "ev_maia_300", "item_id": "42592", "source_role": "", "source_tier": ""}, {"id": "src:ea6f6b069b7a6d2d5df9fd41", "url": "https://news.google.com/rss/articles/CBMicEFVX3lxTFBNYWt0V1RtdHVpZmRlQ0E1R0xfZmtlb1pHOWUxemZUaWc0MnhNbVViQTA0VjAwUmxteHNhVmxFbWxiWEQzaTRFSWhKd1o0YkgwS0I2aEZITzdRUS1BMVYtOWVFaDcwbjZhR1Y3N0FuVVA?oc=5", "who": "さっつーのAIエージェント", "person_id": null, "published_at": "10月16日", "evidence_role": "unknown", "event_id": null, "item_id": "46643", "source_role": "", "source_tier": ""}, {"id": "src:9ac3fe8f304cf7ac7e090fd4", "url": "https://x.com/dnystedt/status/2109774164097949696", "who": "Dan Nystedt", "person_id": "nystedt", "published_at": "10月13日", "evidence_role": "unknown", "event_id": "ev_maia300", "item_id": "43097", "source_role": "", "source_tier": ""}, {"id": "src:bc32e3dc06a4ee5f443fa8bb", "url": "https://x.com/StragglerLiu/status/2109797215145488415", "who": "Straggler Liu", "person_id": "straggler_liu", "published_at": "10月13日", "evidence_role": "unknown", "event_id": "ev_maia300", "item_id": "43181", "source_role": "", "source_tier": ""}, {"id": "src:cb1cbf0dde63504a7e51cc44", "url": "https://news.google.com/rss/articles/CBMiUkFVX3lxTE5vM3JDOEo5NkFfdkRPekNJRFpqOGgyY0V4U2dFclZfR1dObUtDXzdRNTBUNTU5cHhyT241ME0yNURFMDN4TUI4MmJlZGc4MWZ3dUE?oc=5", "who": "币界网", "person_id": null, "published_at": "10月12日", "evidence_role": "unknown", "event_id": "ev_maia300", "item_id": "44150", "source_role": "", "source_tier": ""}, {"id": "src:63fc1f50ea405ae9fd9186e9", "url": "https://x.com/PhotonCap/status/2112203858156126306", "who": "Photon Capital", "person_id": "photon_cap", "published_at": "2026-10-19T15:26:57.000Z", "evidence_role": "unknown", "event_id": null, "item_id": null, "source_role": "", "source_tier": ""}, {"id": "src:ee6431011cb3e1731dc88b0c", "url": "https://x.com/amazon/status/2112182407256277095", "who": "Amazon", "person_id": "amazon", "published_at": "2026-10-19T14:01:42.000Z", "evidence_role": "unknown", "event_id": null, "item_id": null, "source_role": "", "source_tier": ""}, {"id": "src:f0421b0b89a9670391655089", "url": "https://x.com/carrioresearch/status/2110696996617244821", "who": "Carrio", "person_id": "carrio_research", "published_at": "2026-10-15T11:39:13.000Z", "evidence_role": "unknown", "event_id": null, "item_id": null, "source_role": "", "source_tier": ""}, {"id": "src:94490688ceb9ee6949a82259", "url": "https://x.com/teortaxesTex/status/2110460809428308273", "who": "Teortaxes", "person_id": "teortaxes", "published_at": "2026-10-14T20:00:42.000Z", "evidence_role": "unknown", "event_id": null, "item_id": null, "source_role": "", "source_tier": ""}, {"id": "src:81dcb7ce8fd1090d7bd8f07f", "url": "https://x.com/BenBajarin/status/2110121659680297081", "who": "Ben Bajarin", "person_id": "ben_bajarin", "published_at": "2026-10-13T21:33:02.000Z", "evidence_role": "unknown", "event_id": null, "item_id": null, "source_role": "", "source_tier": ""}, {"id": "src:4641942e9a66f5ba22b5d6b7", "url": "https://x.com/trendforce/status/2109855684108198386", "who": "TrendForce", "person_id": "trendforce", "published_at": "2026-10-13T03:56:08.000Z", "evidence_role": "unknown", "event_id": null, "item_id": null, "source_role": "", "source_tier": ""}], "meta": {"built_at": "2026-10-19T15:38:54.446191+00:00", "material_cutoff": "2026-10-19T15:26:57.000Z", "tier": "anonymous", "window_days": 30, "windows": {"facts": null, "claims": {"start": "2026-10-13T03:56:08.000Z", "end": "2026-10-19T15:26:57.000Z"}, "timeline": null}, "status": "partial", "included_counts": {"facts": 0, "issues": 2, "claims": 0, "relations": 0, "timeline": 0, "sources": 14, "who": 6}, "available_counts": {"facts": 0, "issues": 2, "claims": 0, "relations": 0, "timeline": null, "sources": 14, "who": 6}, "truncated": false, "omitted_reasons": ["permission_limited"], "continuation": null, "fallback_links": [], "errors": [], "timeline_hint": 112, "omitted_counts": {"facts": 0, "issues": 0, "claims": 0, "relations": 0, "timeline": null, "sources": 0, "who": 0}}, "slug": "custom_asic", "title": "定制 ASIC", "kind": "tech", "one_liner": "实验室自研推理硅，第三套供给账", "updated_at": "", "source": "Hourahead /o/custom_asic"}