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Jewish schools, community groups warn parents to monitor kids' social media amid conflict in Israel_我的网站
一 | 苹果有果链、特斯拉有拉链，现如今，黄仁勋也为英伟达组建好了横跨全球的“达链”。 别人的产业链，都是围绕着产品线，但是达链不一样，它的建立，围绕着黄仁勋的五层蛋糕理论。 As the conflict in Israel continues to escalate, several Jewish schools and community groups in the United States are advising parents and caregivers to limit kids' social media use.Sutton Place Synagogue in New York City, home of the Jackson Religious School, sent an email to its elementary, middle and high school families Tuesday, writing, in part, "Please make every effort to limit and monitor the use of social media. I know this is a tall task, and not one person's responsibility. However, the stuff coming out is horrific and all we can do is our part in trying to keep our children safe."Seth Golob, the school's director, told "Good Morning America" that families have also been made aware of resources available to them and tips to help kids process the conflict in Israel, where on Saturday, the militant group Hamas launched an attack, firing thousands of rockets toward Israel and sending an estimated 1,000 Hamas fighters into the country from the neighboring Gaza Strip."We decided to send the communication to families to show that we, their Jewish community, are their support during this unprecedented time. We are all in this together," Golob said. "Our team at Sutton Place Synagogue are resources to all families to help process and cope, and most importantly be their Jewish home where they can find Jewish joy."As the conflict in Israel has continued to grow, more and more of the devastation is being shown on social media, from news outlets to individual accounts. The hashtag #Israel has more than 25 billion views on TikTok and more than 18 million posts on Instagram.At least 1,200 people have died and 2,900 others have been injured in Israel since Saturday, Israeli authorities said. According to Palestinian authorities, at least 1,100 people have died and another 5,339 have been injured in Gaza, a 140-square-mile territory against which the Israel Defense Forces has launched retaliatory airstrikes.In New Jersey, the head of school at Golda Och Academy joined several other schools in sending out a message to families Tuesday recommending that parents remove social media apps from their kids' devices."Together with other Jewish day schools, we are warning parents to disable social media apps such as Instagram, X, and Tiktok from their children's phones," Rabbi Daniel Nevins wrote in an email to families shared with "GMA." "Graphic and often misleading information is flowing freely, augmenting the fears of our students ... Parents should discuss the dangers of these platforms and ask their children on a daily basis about what they are seeing."The executive director of the Jewish Community Center of Central New Jersey also confirmed the organization sent an email to families echoing a similar call to delete or closely monitor kids' social media activities.Rabbi Micah Greenland, international director of NCSY and the Jewish Student Union, a network of around 300 after-school Jewish culture clubs in public high schools in the U.S. and Canada, said while social media has helped some young people connect with each other in the wake of the conflict in Israel, it has also been a place of hate and threats for Jewish people, including kids, as the conflict has escalated."One of the ways we're trying to support them is by providing a sense that everybody processes differently and all reactions are normal, from wanting to lean into social media usage to wanting to disconnect entirely from social media usage to wanting to do something practical to wanting to just introspect," Greenland told "GMA." "All of those reactions are normal and we're seeing the range of those reactions."Greenland said his organization is helping young people process the devastation of what's happening in Israel through a saying known as "head, hearts and hands.""We're giving teens a way to try to process intellectually what's happened, heart is processing emotionally what's happened, and then, practically, what's something I can do," he said, noting the last step of helping others has for teens in the JSU included praying for soldiers in harm's way, writing letters to victims' families and raising money.
How to talk with kids about the conflict in Israel
Dave Anderson, Ph.D., a clinical psychologist at the Child Mind Institute, said it's up to each parent and caregiver to decide how much or how little they want to expose their child to what's happening in Israel.Anderson said that parents should make that decision with the knowledge that in today's world of social media and 24/7 news coverage, most kids are likely to hear about the conflict in some way."Parents and caregivers are the most trusted figures from whom [children] can get information," Anderson told "GMA." "So, what we say to caregivers is, 'First and foremost, think about the level of control you want to exercise.'"For kids ages 10 and under, that level of control can be high because parents are more capable of limiting the exposure kids of that age have to coverage of the conflict, according to Anderson.He said that for kids over age 10, and especially teenagers, it's important for parents and caregivers to talk with them about how to be "critical consumers of information.""It's saying to teenagers, 'Look, we know that this can be really stressful imagery for you to see. I know I can't fully control what you might find online. If I asked you to sign off on social media, you might still see something on [TV] or on an internet website that you go to, or on YouTube, so I want you to think about the fact that it's this balance of maybe you want to be informed about the events of the world, and at the same time to really think about your own psychological health in how much of this you're exposing yourself to or reading about,'" Anderson said.Anderson said he also recommends that when parents talk to kids about current events like the war in Israel, they present the facts and then listen to the questions their kids ask.In his case, as a father to a 4-year-old and a 7-year-old, Anderson said he told his kids that there was an attack by a terrorist organization in a country across the world, and that there is now a major conflict between the terrorist organization and the country that was attacked. Then he reassured his kids that they are safe and waited to see if they had any questions, like if they knew anyone in the conflict, for example."Kids do better when they're not in the dark and they do better when they hear a brief snippet of information from their parents so that they're not confused," Anderson explained. "The thing we think about with young kids is if they hear something from a classmate at school, or someone mentions that there's a terrorist attack or that people have been killed or people have been kidnapped, that can make them really feel nervous that could be near them or that could happen to them."Two other important steps parents can take to help kids process what is happening, according to Anderson, are to maintain a normal routine of school and activities, and to be good role models when it comes to how they process and protect themselves from the news.One example is to talk to kids out loud about a decision you made to stop watching the news or to stop scrolling on social media in order to protect your mental health, according to Anderson. Another example is to be mindful of how the news is impacting your patience and stress level."Be mindful of your indirect reactions," Anderson said. "People think about having direct conversations and perhaps are not checking in with themselves about how much things like this might increase their stress, or their irritability, or their frustration and tolerance with other situations."。
二 | 从最基础的能源，再到芯片、基础设施、模型，最后是应用，达链之上，一应俱全。 最新的进展是，黄仁勋在7月15日抵达东京后，只用了不到24小时，就签下了一笔足以改变整个日本的单子，同时也让达链完成了闭环。
三 | 一句话概括，黄仁勋要集结所有在日本有头有脸的工业巨头，合力打造出一个英伟达物理AI的数据中心，然后把物理AI发展成为日本未来的核心产业。
四 | 这也正是达链有意思的地方，这个链上每一环的最终产品，都不是英伟达自己造的，可黄仁勋却要当整条产业链的总架构师。
五 | 那么达链到底是如何呢？我们不妨一起梳理一下。
六 | A 黄仁勋的具体做法是这样的，英伟达将与日本新公司Noetra合作建设一套Vera Rubin AI基础设施。包括27500颗Rubin GPU；140MW数据中心容量；以及采用DSX架构、Spectrum-X网络和BlueField DPU。 相当于是382套NVL72机柜级系统，其GPU显存总量约为20.7TB（HBM4），显存带宽最高约1580TB/s。如果按照DeepSeek-V4 Pro的性能（总参数1.6万亿、预训练数据33万亿token、每个token激活490亿参数）来算，那么这套设施，只需要不到一天的时间，就能训练出一个相同规模的大模型。 作者声明：该图片由AI生成 这个项目的钱是日本的国家财政，首笔3873亿日元（约 24 亿美元）。 股权更是倾尽日本“举国”之力。 软银、索尼、NEC、本田这四大家核心各持10%，没有单一控股股东，剩下40家参与企业覆盖了日本从制造、汽车、电子、通信到金融的几乎所有核心产业。 Noetra的本质，是把全日本的产业力量，捏成一个主体和英伟达对接。 而这套设施，也将成为日本FRONTia计划的算力底座，用于训练面向机器人和工业场景的多模态基础模型；预训练权重计划向日本国内开发者和企业广泛开放。
七 | 另一边，发那科、安川、川崎这些工业机器人，集体加入Cosmos物理AI联盟。 你可能会好奇，这有什么好稀奇的？ 这事是有大背景在的。
八 | 过去几十年，发那科、安川、川崎这些日本机器人巨头各有各的封闭控制系统，工厂里同时装三家的机器人，联调就得找三拨工程师各改各的代码，行业标准碎了一地。 这次加入Cosmos联盟，等于全球最强的工业机器人军团，把开发标准统一到了英伟达的平台上，就像当年显卡厂商集体转去CUDA一样。 两者不同的地方在于，过去CUDA控制的是数字世界的计算入口，Cosmos则是物理世界的数据与操作入口。 黄仁勋在物理AI时代，又一次把底层标准攥在了自己手里。 日本的目标是，2040年，要在18个行业落地1000万台AI机器人，拿下全球30%的AI机器人市场，对应1330亿美元的产业规模。 关于本次英伟达和日本的合作，真正值钱的部分，就在于日本几十年积累下来的工业数据。 互联网大模型可以从公开网页里找语料，但是如果想发展物理AI，那就必须让机器人学习真实世界里的物理规则，比如力、速度、碰撞、温度和材料变化。 日本拥有全球最密集的一批汽车工厂、工业机器人和精密制造产线，但这些数据长期锁在不同企业、不同设备和不同控制系统里，既不能直接互通，也很难拿来训练统一模型。
九 | 黄仁勋要做的，就是在不要求企业交出核心商业机密的前提下，把分散的数据，全都转换到英伟达的平台上，再用Vera Rubin训练基础模型。
十 | 这样一来，叙事就变成了英伟达统一了日本机器人产业，并帮助其发展壮大。 B 如果说机器人、应用是达链的最上层，那么达链的中间层，则是生产与制造，这个部分主要由韩国，以及我国台湾省来执行。 先说韩国。
十一 | 2026年6月，黄仁勋飞抵首尔，和SK海力士，围绕着第四代高带宽存储器（HBM4）签下了一份绑定协议，有效期持续到2030年。 简单来说，英伟达提前把采购HBM4的钱交给SK海力士，让后者能够有充足的资金提前建厂，同时SK海力士把HBM4的优先采购权交给了英伟达。 一颗英伟达Rubin GPU要搭载288GB的HBM4内存，每GB内存的成本为18.40美元。
十二 | 那么一颗GPU的HBM4物料成本大约5300美元。
十三 | 一台NVL72机柜里要塞72颗Rubin GPU，HBM4总量为20736GB，那么单机柜HBM4的成本就是38.2万美元。 刚才提到的日本那套Noetra设施，382套NVL72机柜，那么它的HBM4物料总成本，就是大约1.46亿美元。 全世界能造HBM的只有三家公司，分别为SK海力士、三星、美光。 6月5日，英伟达正式确认三家全部通过Rubin平台的HBM4认证。 不过认证归认证，订单归订单，两者各论各的。 据外媒披露，SK海力士拿下了英伟达首批HBM4订单的大约70%，远高于此前业界估计的50%。三星和美光分剩下的30%。 为什么是SK海力士？因为它是唯一一家能同时大规模出货HBM3E和HBM4的厂商。 作者声明：该图片由AI生成 2025年9月，SK海力士率先完成了全球首款12层HBM4的开发；2026年7月14日，正式进入量产阶段。 三星虽然体量比SK海力士更大，但HBM良率问题迟迟没解决，因此出货份额反而低于SK海力士。 进入达链以后，SK海力士的命运被彻底改写。 SK海力士只在韩国上市时，很多美国基金买起来不方便，估值也容易按照韩国制造业和存储周期股来定。因此SK海力士想通过登陆纳斯达克，让投资者把他们当成“AI基础设施”来看。 7月9日，SK海力士在纳斯达克增发ADR，定价每股149美元，募资265亿美元，相当于完成了在美国的“二次上市”。 超过了阿里巴巴2014年赴美IPO的250亿美元，刷新了外国企业在美国上市的最高募资纪录。排在它前面的，只有一个月前SpaceX的750亿美元。
十四 | 7月10日纳斯达克挂牌首日大涨约14%，盘中一度涨超18%，收盘市值约1.22万亿美元。 AI让SK海力士赚得盆满钵满。 2026年第一季度营收52.6万亿韩元，营业利润37.6万亿韩元，营业利润率高达72%。过去12个月在韩国股市累计涨了634%。市场认购倍数超过7倍，Baillie Gifford、Coatue等三家机构合计意向认购就达70亿美元。 除了英伟达，谷歌和亚马逊也都是SK海力士的客户，排队下单HBM3E和HBM4，还主动提出入股SK海力士的新生产线、资助采购制造设备。
十五 | SK集团主席表示，虽然计划五年内把产能翻倍，但客户反馈始终是“还是不够”。 除了解决HBM这个最关键的原材料，达链的中间层还需要一个总的组装车间。 5月28日黄仁勋在台湾省台北市办“兆元宴”，掌管台湾省经济命脉的大佬均出席此宴会，包括台积电魏哲家、鸿海刘扬伟、广达林百里、纬创林宪铭、和硕童子贤、联发科蔡力行等人。 这场宴会过后没几天，黄仁勋就宣布在台湾省北投士林科技园区，规划建设英伟达新总部，代号Constellation（星座）。 他宣布总部2026年动工、2030年前迁入，同时承诺英伟达未来每年在台湾投资规模将达千亿美元级。 黄仁勋表示：“芯片从这里来，封装从这里来，系统从这里造，AI超级计算机也在这里诞生。” 一台Vera Rubin整机，差不多有200万个零部件。 从芯片制造、先进封装、PCB电路板、高速连接器、液冷散热模组、电源管理、光通信模块到机架结构，每一个环节都需要大量工厂协同。 英伟达在全球有350余家ODM和零部件工厂同步投产，覆盖30个国家，但其中150家集中在中国台湾地区。 这150家供应链伙伴运营着25个主要工厂，每年为英伟达提供超过100万个部件。Vera Rubin的供应链规模，是上一代Grace Blackwell的两倍。 真正干活的，是台湾省的三大代工巨头。
十六 | TrendForce的数据显示，广达、纬创和鸿海联手拿下全球AI服务器近90%的ODM代工份额。 其中鸿海（工业富联）占据英伟达AI服务器40%以上的代工份额，是Vera Rubin整机柜的独家主力 ODM，稼动率已经接近95%，几乎是满负荷运转。
十七 | 2026年第二季度鸿海营收同比增长39.8%，AI服务器业务占鸿海总业务的比例持续增加。 除去代工外，台湾省的台积电还能提供3纳米制程的芯片。截止至目前，台积电超过70%的CoWoS产能都给了英伟达。 如此这般的完整生产组装链条，全世界只有这里能跑通。 C 美国是达链的基石。这里是英伟达最大的客户群，也是他们成就了今天的英伟达。 2025年9月22日，OpenAI与英伟达宣布计划部署至少10GW的英伟达AI系统。 一座核电机组的装机容量大约1GW，10GW相当于十座核电站全力运转，全部用来给AI跑算力。 这份协议计划2026年下半年启动部署，2029年底前全部完成。
十八 | SpaceX也是英伟达的超级大客户。
十九 | SpaceX已经建成了两座Colossus数据中心。
| 一号机房部署了超过22万颗英伟达GPU（包括 H100、H200和约3万颗GB200），二号机房更大，拥有超过55万颗GPU（以GB200和GB300为主）。 两座加起来，仅GPU采购就花了大约180亿美元。马斯克还把Colossus一号的全部算力租给了Anthropic，每月收租12.5亿美元，合同签到了2029年5月，总价值约400亿美元。 谷歌租用了Colossus二号的部分算力，每月9.2亿美元。
| 再说Meta。 2026年4月，Meta将全年资本开支指引上调至1250亿至1450亿美元，较2025年的722亿几乎翻倍。其中最大的一笔基础设施投资是路易斯安那州的Hyperion超算中心。 2024年首次公布Hyperion时，预计的算力规模是2GW，2026年7月13日追加400亿美元投资，将算力规模扩容至5GW。
| Hyperion也因此，成为了Meta有史以来最大的数据中心项目。 Anthropic最大的单子，也来自于英伟达。 2025年11月，微软和英伟达联手投资Anthropic，微软最高出资50亿美元，英伟达最高出资100亿美元。 作为交换，Anthropic承诺采购总价值300亿美元的Azure算力服务，使用来自英伟达Grace Blackwell和Vera Rubin 系统的最高1GW算力。 英伟达FY2026全年收入2159亿美元，同比增长65%，其中数据中心收入1937亿美元，占总收入的近90%。
| 最新一季数据中心营收同比激增92%。 可想而知，英伟达在这里挣了大钱。 但问题恰恰出在这里，达链的根基开始动摇了，英伟达最核心的那群客户，开始自己造芯片了。 2026年6月24日，OpenAI联合博通正式发布首款自研AI推理芯片，代号Jalapeño，西班牙语里的“墨西哥辣椒”。 这颗芯片从立项设计到流片成功，只用了9个月。 OpenAI的AI模型直接参与芯片架构设计、功耗仿真和强化学习优化，博通负责生产制造。 博通CEO陈福阳透露，“早期测试显示，相比当前主流AI芯片，Jalapeño可以节省大约50%的推理成本。
| ” 尤其是对于月活超过8亿的OpenAI来说，哪怕每个token的成本只降一点点，那最后省下来的钱都是天文数字。 首批工程样片已经在实验室内，以量产标准的频率和功耗，跑通了GPT-5.3、Codex和Spark模型。按照OpenAI的规划，2026年底小规模部署，2027年快速爬坡，2028年全面规模化量产，远期总功耗最高10GW。 Anthropic比OpenAI想得更远，织了一张巨大的算力网络。 一边用亚马逊的Trainium芯片训练和部署Claude，一边用着谷歌的TPU，同时还不忘英伟达的GPU。 目前，Anthropic已经部署了超过100万颗Trainium 2。并且Anthropic的工程师直接参与亚马逊Annapurna Labs的芯片底层内核开发。 并且，Anthropic还扩大了和亚马逊的合作，未来十年在AWS上投入超过1000亿美元，锁定最多5GW新算力。
| 4月，Anthropic还和谷歌、博通签了协议，从2027年起包揽巨额的下一代TPU算力。 不过这些都没有满足Anthropic，他们正在筹备第一颗自研AI芯片，并与三星开始接触，讨论由三星担任潜在制造合作伙伴。 截止至今，双方尚未签署或公开正式代工合同。 就在这个节骨眼上，黄仁勋在摩根士丹利组织的一场闭门会上，回答了一个无法回避的问题：当OpenAI和Anthropic纷纷自研芯片，英伟达的这条链还牢不牢？ 黄仁勋的答案是，自研芯片与英伟达GPU可以同时增长。 黄仁勋表示，即使英伟达单季营收已接近1000亿美元，增长仍有继续加速的可能。归其原因，黄仁勋认为，除了这些头部模型公司，市面上绝大多数AI公司仍然需要英伟达的芯片。
| 云厂商仍是英伟达的基本盘，但土地和电力开始成为限制增长，因此黄仁勋把增量押在了AI实验室、新型云厂商、主权AI和工业客户身上。 因此，尽管达链的基石开始晃动，摩根士丹利在会后，依然维持了英伟达“增持”的评级，以及给出了288美元的目标价。
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