双语科技快报 | 2026-08-13 | 15:40 速览
## 1. In Q2 2026, server-led eSSDs reached 48% of NAND flash shipments as AI workloads shifted from training to inference, driving 5x YoY industry revenue growth
来源: Counterpoint Research
时间: 3:35 AM
2026年第二季度，随着AI工作负载从训练转向推理，服务器主导的eSSD占NAND闪存出货量的48%，推动行业收入同比增长5倍
## 2. A look at workers in India who are paid extra to wear devices that capture first-person video of factory and other work tasks for use as AI robot training data
来源: Saritha Rai / Bloomberg
时间: 3:25 AM
一瞥印度工人，他们因佩戴设备拍摄工厂及其他工作场景的第一人称视频而获得额外报酬，这些视频用于人工智能机器人的训练数据。
## 3. Counterpoint: China's YMTC accounted for 14% of NAND flash shipments in Q2, behind Samsung's 25% and SK Hynix's 22%, but ahead of Micron and Kioxia
来源: Howard Liu / South China Morning Post
时间: 3:05 AM
反驳观点：中国长江存储第二季度NAND闪存出货量占比达14%，落后于三星的25%和SK海力士的22%，但领先于美光和铠侠。
## 4. Lenovo reports Q1 revenue up 43% YoY to $26.94B, its highest quarterly revenue growth in five years, as AI-related revenue rose 60% YoY to $9.3B, 35% of total
来源: Laurie Chen / Reuters
时间: 2:55 AM
联想公布第一财季营收同比增长43%至269.4亿美元，创五年来最高季度营收增速，其中人工智能相关营收同比增长60%至93亿美元，占总营收的35%