Варвара Кошечкина (редактор отдела оперативной информации)
20+ curated newsletters，详情可参考新收录的资料
The first idea which came to mind for backing up firmware is "does the tool which is used to download new firmware to the NXT also allow retrieving the preexisting firmware?"。新收录的资料对此有专业解读
第二，对AI硬件供应商增长持续性的疑虑。AI芯片供应商英伟达在公布了强劲的季度财报后，其股价并未持续上涨。这一现象揭示了市场的深层担忧：即便是AI基础设施的核心供应商，其增长也高度依赖下游客户（主要是大型云计算公司）的资本支出。当这些客户因巨额投入而面临现金流压力时，市场开始质疑AI硬件采购需求的长期可持续性。投资者Michael Burry将其与2000年时的思科公司类比，指出其高额的采购承诺可能隐藏着需求错配的风险。
"I was pretty upset with the Twitter board because I thought they had engaged in fraud," Musk said.