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| ID | Type | Lang | Title | One-liner | Created | Version | Source Topic |
|---|---|---|---|---|---|---|---|
| SR-001 | report | zh | NVIDIA FY26 Q3 earnings fast brief | 数据中心几乎独占增长，仍是主引擎 | 2025-11-21T04:07:07Z | 0.1 | NVIDIA FY26 Q3 earnings fast brief |
| SL-001 | learn | zh | Difference between Gross Margin and Net Margin | *Concept** | 2025-11-21T04:07:07Z | 0.1 | Difference between Gross Margin and Net Margin |
| SR-002 | report | zh | AMD latest quarter: AI GPU catch-up pace | AI GPU（MI300 系列）带动数据中心回暖 | 2025-11-21T04:07:07Z | 0.1 | AMD latest quarter: AI GPU catch-up pace |
| SL-002 | learn | zh | Why inference can be more profitable than training | *Concept** | 2025-11-21T04:07:07Z | 0.1 | Why inference can be more profitable than training |
| SR-003 | report | zh | TSMC recent update: advanced nodes & AI pull | 先进制程/封装产能仍被 AI 订单推着走 | 2025-11-21T04:07:07Z | 0.1 | TSMC recent update: advanced nodes & AI pull |
| SL-003 | learn | zh | What is CoWoS and why AI chips need it | *Concept** | 2025-11-21T04:07:07Z | 0.1 | What is CoWoS and why AI chips need it |
| SR-004 | report | zh | Cloud CAPEX battle: AWS vs Azure vs GCP | 三大云 CAPEX 节奏分化，但 AI 仍是主项 | 2025-11-21T04:07:07Z | 0.1 | Cloud CAPEX battle: AWS vs Azure vs GCP |
| SL-004 | learn | zh | What is HBM and why it caps AI GPUs | *Concept** | 2025-11-21T04:07:07Z | 0.1 | What is HBM and why it caps AI GPUs |
| SR-005 | report | zh | AI inference market fast brief | 推理成为 AI 长期“耗电型市场” | 2025-11-21T04:07:07Z | 0.1 | AI inference market fast brief |
| SL-005 | learn | zh | Attention mechanism as semantic gravity | *Concept** | 2025-11-21T04:07:07Z | 0.1 | Attention mechanism as semantic gravity |
| SR-006 | report | zh | US export controls on AI chips: market impact | 管制改变高端 GPU 地区分配与产品形态 | 2025-11-21T04:07:07Z | 0.1 | US export controls on AI chips: market impact |
| SL-006 | learn | zh | Bayesian networks vs LLMs | *Concept** | 2025-11-21T04:07:07Z | 0.1 | Bayesian networks vs LLMs |
| SR-007 | report | zh | LLM commercialization comparison: OpenAI vs Anthropic vs Google | 三家路线不同：平台化 / 安全垂直 / 生态整合 | 2025-11-21T04:07:07Z | 0.1 | LLM commercialization comparison: OpenAI vs Anthropic vs Google |
| SL-007 | learn | zh | Context window and why long context matters | *Concept** | 2025-11-21T04:07:07Z | 0.1 | Context window and why long context matters |
| SR-008 | report | zh | AI PC / Edge AI market fast brief | 终端 NPU 渗透加速，但 killer app 仍在找 | 2025-11-21T04:07:07Z | 0.1 | AI PC / Edge AI market fast brief |
| SL-008 | learn | zh | RAG explained as external semantic memory | *Concept** | 2025-11-21T04:07:07Z | 0.1 | RAG explained as external semantic memory |
| SR-009 | report | zh | Robotics + autonomous driving compute stack fast brief | 机器人/车端算力需求同时起势 | 2025-11-21T04:07:07Z | 0.1 | Robotics + autonomous driving compute stack fast brief |
| SL-009 | learn | zh | Semantic compression for fast-swipe knowledge | *Concept** | 2025-11-21T04:07:07Z | 0.1 | Semantic compression for fast-swipe knowledge |
| SR-010 | report | zh | Weekly AI capital market heat ranking | 本周最热 3 事件：__ / __ / __ | 2025-11-21T04:07:07Z | 0.1 | Weekly AI capital market heat ranking |
| SL-010 | learn | zh | Market volatility via signal-to-noise view | *Concept** | 2025-11-21T04:07:07Z | 0.1 | Market volatility via signal-to-noise view |