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Ukraine's counteroffensive brings heavy casualties as families contend with grief, loss_我的网站

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一 |     摘要          近期,月之暗面旗下AI助手Kimi因用户请求量快速增长,暂停C端新用户会员订阅。

二 |     Kharkiv, Ukraine — In a scene that is all too common, young boys buried their father, Yevgeny Hutnik, in Kharkiv on Sunday, 10 days after he died fighting against Russian forces in the eastern Donetsk region.His casket was lowered into the ground alongside other fallen soldiers from Kharkiv. The piece of land carved out for them at a cemetery continues to grow. In the short space of time CBS News was at the cemetery, two new bodies were brought to be buried, an almost daily occurrence. Ukraine never releases figures of their losses in the war against Russia. But in the three months since their counteroffensive kicked off, there appears to have been a sharp increase in casualties.

Ukrainian families contend with grief, loss amid counteroffensive              
A funeral for a fallen Ukrainian soldier is held at a cemetery in Kharkiv, Ukraine. September 2023.                     CBS News             
Oksana's husband, Pavlo, was killed in an air strike.      "It's hard to accept he's gone" Oksana told CBS News. "It's only when I am here that it sinks in. I feel as if he is still alive… somewhere on a mission." The couple were married for five years. They agreed that if Pavlo was killed in action she would take his place. Now she is fighting in Bakhmut, part of an aerial reconnaissance team.                 There is a mortuary near the front lines where unknown soldiers are brought straight from the battlefield. It is Margot's job to record their details and help put names to the fallen. One day, it became personal. "The worst day was when they brought my husband here," Margot said. "It was the hardest day of my life."The trail of death passing through these doors seems never-ending. Every day, young children are learning that war is not some distant historical event. It is right on their doorstep, and they are living through it in the worst way possible.                                   。随着大模型应用规模扩大,企业对灵活、高效算力资源的需求持续提升,机构指出,算力租赁厂商有望进入量价齐升通道,行业商业模式正由“卖算力”向“卖Token”延伸。哪些产业链公司有望受益?          投资要点          ① Kimi暂停新用户订阅,算力供需紧张推动租赁价格上涨          ② 从“卖算力”到“卖Token”,算力租赁商业模式或迎价值升级          ③ 机构关注这些细分方向           Kimi暂停新用户订阅,算力供需紧张推动租赁价格上涨          近期,随着大模型应用加速落地,AI推理需求快速增长,算力资源供需矛盾持续显现。         7月19日23时,月之暗面(Moonshot AI)旗下AI助手Kimi发布《关于算力紧缺与会员暂停开放的说明》,宣布由于Kimi K3发布后用户需求远超预期,过去48小时请求量已大幅超出预估,并逼近现有算力集群承载极限,因此即日起暂停C端新用户会员订阅。         这一事件并非孤立个案。

三 | 7月9日,腾讯混元通过公众号宣布,Hy3调用激增,WorkBuddy已紧急扩容。         算力资源紧张正在成为行业关注焦点。天风证券表示,人工智能大模型飞速发展,各类智能应用持续落地,社会整体对AI算力的需求迎来高速增长。算力作为人工智能产业的核心基础资源,其配套的算力租赁行业,已成为支撑AI产业稳步发展的关键赛道。从供需端来看,算力供需缺口不断扩大,国内外算力租赁市场已开启涨价行情。模型收费上调后,现金流有望持续改善,这将反哺上游算力采购需求,算力租赁厂商有望进入量价齐升通道。

四 |          据国盛证券,算力租赁是指企业或个人通过支付租金的方式,向拥有大量计算资源的服务提供商租用所需的计算能力。

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Published on:08:44:36


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