as I recommend you do when deciding if a paper is worth reading.
Continue reading...
。业内人士推荐新收录的资料作为进阶阅读
If you ever attempted something like the above, you know how the “uncompressed copy” really is an illusion: agents will write the software in a very “organic” way, committing errors, changing design many times because of limitations that become clear only later, starting with something small and adding features progressively, and often, during this already chaotic process, we massively steer their work with our prompts, hints, wishes. Many ideas are consolatory as they are false: the “uncompressed copy” is one of those. But still, now the process of rewriting is so simple to do, and many people are disturbed by this. There is a more fundamental truth here: the nature of software changed; the reimplementations under different licenses are just an instance of how such nature was transformed forever. Instead of combatting each manifestation of automatic programming, I believe it is better to build a new mental model, and adapt.
万联证券指出，海内外头部厂商正加速加码光学技术与液冷等AI算力基础设施核心环节。英伟达近期分别向Lumentum和Coherent各投资20亿美元，并签署包含数十亿美元采购承诺及先进激光组件、光网络产品产能使用权的战略协议，凸显其对光通信在AI算力产业链中关键地位的高度重视；同期，华为在MWC 2026发布“以智赋网、以网兴智”下一代全光网方案，ITU-T亦正式发布ION-2030技术框架，推动光网络代际升级；中兴通讯则于同一展会推出模块化冷板式液冷CDU，支持400kW至2MW弹性扩容，精准匹配高算力散热需求。上述动向共同强化了AIDC建设、光互连、光纤光缆及液冷等领域的景气预期。