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Record-setting Typhoon Dolphin sweeps northward, triggering alerts across eastern and central China, suspension of traffic_我的网站

A |     　　在AI大模型训练与推理需求爆发的推动下，AI芯片行业正经历深刻重构：竞争焦点从单一制程性能转向“专用架构+软件生态+能效效率”的系统级较量。而OpenAI自研AI芯片的最新消息，无疑泛起了新的涟漪。

B | 　　据财联社报道，OpenAI自研的推理芯片Jalapeno迎来了新的突破，在测试中的表现优于英伟达当前的产品阵容。    

    Emergency repair workers from the State Grid city power supply company replace porcelain insulators in Wenling, East China's Zhejiang Province on August 10, 2026, to ensure the supply of power after Typhoon Dolphin made landfall. Photo: VCG
After Typhoon Dolphin, one of the most powerful tropical cyclones to hit China this year, made landfall twice in East China's Zhejiang Province on Sunday, bringing torrential rain and strong winds, it weakened into a tropical storm by Monday morning before moving inland. 
The typhoon traveled more than 6,000 kilometers before landfall, lasted more than three times as long as a typical typhoon and set a record as the eastern-most typhoon to make landfall in China. It is expected to continue moving northwestward with its extensive cloud system covering much of East China, bringing strong winds and heavy rain to more than a dozen provinces and regions. Extreme rainfall is expected not only near the landfall spot but also along its northward path, chinanews.com reported on Monday. 
Affected by Typhoon Dolphin, ferry services along the Yangtze River have been suspended, and traffic restrictions have been imposed along the entire Nanjing section of the river. All 64 ferry services have been suspended, with crews reinforcing mooring lines and maritime authorities deploying additional personnel on standby.
Traffic controls are in effect along the entire Nanjing section of the Yangtze River, with all vessel operations suspended. More than 1,000 vessels and over 7,000 crew members are sheltering, while emergency boats remain on standby for possible incidents. More than 100 high-speed trains at Nanjing South Railway Station have been suspended, while Metro Line S9 is also out of service. Traffic and urban management crews are working to drain accumulated water. Nanjing has also closed outdoor and water-based entertainment facilities at all rated tourist sites and suspended outdoor cultural and tourism activities amid the typhoon.
The Ministry of Finance and the Ministry of Emergency Management urgently allocated 180 million yuan ($26.74 million) in central government disaster relief funds on Monday. Of this amount, 120 million yuan was allocated to support Jiangsu, Zhejiang, Anhui, Fujian and Jiangxi in carrying out emergency flood and typhoon response and disaster relief efforts. The funds will support search and rescue,the relocation of affected residents, emergency measures to eliminate risks and hazards, the investigation and treatment of potential secondary disaster hazards, and repair to damaged homes. 
The National Development and Reform Commission urgently allocated 200 million yuan to support Zhejiang in post-typhoon emergency restoration and recovery, focusing on damaged infrastructure like roads and water conservancy, as well as public services such as schools and hospitals, per CCTV News.
Several government departments also jointly activated a Level IV national disaster relief emergency response on Monday after Typhoon Dolphin severely affected Zhejiang. A disaster relief team was sent to the province to assess damage and assist with evacuations, relief efforts and basic necessities, according to CCTV. 
Ma Jun, director of the Institute of Public and Environmental Affairs, told the Global Times that as the typhoon moves farther inland and northward, a much broader area in northern China also needs to prepare for heavy rainfall as the typhoon is carrying a significant amount of moisture and is capable of producing intense precipitation. 
The typhoon's impacts will extend into central China, with Henan and Shandong potentially seeing significant effects. Later, the storm could even affect the Beijing-Tianjin-Hebei region, Ma said. 
According to the National Meteorological Center (NMC), persistent heavy rainfall is expected across regions including Hubei, Henan and Hebei with torrential rain possible in some areas over the next three days. After Thursday, as the typhoon's remnants move northward and interact with cold air, significant rainfall is expected to continue in Beijing, Tianjin, Hebei and Liaoning, chinanews.com reported on Monday. 
A Level IV flood-control emergency response has been activated on Monday for Hubei and Shandong, Hebei and Henan provinces due to prospects of typhoon impacts, CCTV reported. 
The Ministry of Emergency Management urged affected regions to strengthen geological disaster prevention, clarify responsibilities, enhance interagency coordination and information sharing, and closely monitor rainfall, flooding and geological hazards, according to Xinhua. 
Beijing also issued multiple orange alerts for heavy rain, flash flood hazards and urban flooding on Monday. Several districts subsequently issued red alerts for torrential rain. Beijing plans to activate a Level II flood-control emergency response across the city on Tuesday morning, CCTV reported. 
。　　OpenAI芯片业务负责人Richard Ho在接受采访时表示，Jalapeno芯片与英伟达GB300进行的比较测试中，Jalapeno在两个指标上占据优势：单位功耗所能处理的AI工作量，以及响应的速度。　　需要指出的是，Jalapeno并未与英伟达最新一代的Vera Rubin芯片进行测试，后者刚刚开始出货。此外，Jalapeno也并非为AI模型训练而设计，其主要面向AI推理阶段，即模型完成训练后，根据用户提示生成响应并执行任务的阶段。而训练则是英伟达技术最擅长的领域之一。　　公开资料显示，除了英伟达这一行业领跑者之外，OpenAI等全球科技巨头均在积极自研AI芯片，比如亚马逊自研的Trainium系列、Inferentia系列芯片，微软自研的Maia系列芯片，Meta自研的MTIA系列芯片，特斯拉自研的Dojo D1、AI5等芯片，谷歌自研的TPU系列芯片。　　国内龙头同样在积极自研AI芯片，比如阿里巴巴的含光、真武系列，百度的昆仑芯，摩尔线程的长江、华山等，快手的SL200，以及字节跳动的SeedChip等等。　　头豹研究院表示，巨头们积极自研AI芯片，背后的深层次原因在于美国持续收紧先进芯片及制造设备出口管制，叠加全球AI资本开支向头部云厂商高度集中，加速了算力供应链的地缘割裂，各国纷纷押注自主生态。　　亿欧智库表示，当前国产替代已告别零散的技术突破，进入全产业链协同攻坚的新阶段，AI芯片已完成“设计制造-设备-材料”全链条布局。根据三方机构预测，到2030年，中国AI芯片自给率将升至86%，市场规模突破670亿美元。　　从产业链来看，亿欧智库表示，可关注EDA/IP（华大九天、概伦电子、广立微等）、设备（盛美上海、中微公司、华海清科等）、芯片设计（寒武纪、海光信息、云天励飞等）、封装测试（通富微电、长电科技、华天科技等）等核心环节。（文章来源：东方财富研究中心）。

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