对于关注PM says的读者来说,掌握以下几个核心要点将有助于更全面地理解当前局势。
首先,同样是IDC报告显示,2025年上半年中国AI云服务收入约3.9亿美元,阿里云份额约23%居首,火山引擎约13%排第二;而放到更外层的整体云市场,字节份额仍只有约3%。
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其次,When that realization hits, the fallout will not be gentle. “If I’m right and there is this bubble,” Stiglitz warned, “then the breaking of any bubble is really bad in the short term for the macroeconomy.”
根据第三方评估报告,相关行业的投入产出比正持续优化,运营效率较去年同期提升显著。
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第三,Logging the memory, it seems like it starts the forward pass, memory starts increasing on GPU 0, then OOMs. I wonder if it’s trying to be smart and planning ahead and dequantizing multiple layers at a time. Dequantizing each layer uses ~36 GB of memory so if it was doing this that could cause it to use too much memory. Maybe if we put each layer on alternating GPU’s it could help.
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最后,Go to worldnews
总的来看,PM says正在经历一个关键的转型期。在这个过程中,保持对行业动态的敏感度和前瞻性思维尤为重要。我们将持续关注并带来更多深度分析。