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White House Communications Director Kate Bedingfield to Step Down - Chief of Staff_我的网站

新宿天鹅

A | “Without Kate Bedingfield’s talent and tenacity, Donald Trump might still be in the White House, the Rescue Plan and the Infrastructure Law might still be unrealized goals, and Kentaji Brown Jackson might not be sitting on the Supreme Court. She has played a huge role in everything the President has achieved - from his second term as Vice President, through the campaign, and since coming to the White House," Klain told CNN.,Klain also said that despite leaving her current position, Bedingfield will remain "a critical player in moving the Biden agenda forward from the outside.”,Democrats Frustrated With Biden’s Inability to Meet Demands of Current Moment – Reports20:18 GMT,A Biden administration official familiar with the situation said the exact date of Bedingfield is not known but it is certain she will depart sometime this summer.,Bedingfield was a deputy campaign manager for Biden's 2020 presidential campaign and used to serve as his communications director when he was Vice President in the administration of Barack Obama.。 8月26日消息，根据TrendForce集邦咨询最新存储器产业研究，全球主要云端服务供应商（CSP）正加速建设AI基础设施，其资本支出预计在2026年将年增98%，2027年再增长50%。

B | 与此同时，DRAM与NAND Flash在CSP资本支出中的合计占比，预估将从2026年的47%进一步攀升至2027年的68%。这一显著增长主要源于内存合约价格的飙升及采购需求的持续强劲。

具体而言，Server DRAM合约价在2025年下半年累计上涨约64%，2026年预计再涨约270%；Enterprise SSD同期上涨约35%，2026年累计涨幅预计达235%。

C | 即便进入2027年，HBM合约价仍可能上涨70%–140%，整体价格将维持高位。

在价格飞涨的同时，CSP对内存位元的需求也大幅增加，原厂优先保障服务器应用供应。 2026年，HBM与RDIMM合计将占DRAM供应位元的51%；2027年，随着制程升级和新工厂产能释放，Server DRAM与HBM的供应位元增速有望达到27%。 这一趋势将从两个层面深刻影响AI生态：一是成本压力传导。高昂的内存成本为NVIDIA等AI芯片厂商提供了合理的涨价理由，CSP或将进一步提高资本支出，以维系AI芯片和内存的采购规模。二是内存架构主动调整。为应对高价格和供应配额不足，CSP将更积极地优化内存配置，例如降低单颗芯片搭载容量、调整RDIMM/HBM规格，或转向采用将模型固化在芯片中的AI ASIC方案，以保障AI基础设施建设和产品出货目标的顺利实现。