# 推理 · 日跟踪 · 2026-10-08

> 日期：2026-10-08（Asia/Shanghai，周四）。专题正文：`intel/topics/inference.md`。原料：`/workspace/intel/archive/2026-10-08/`（窗口 10-07 早报后→10-08 早）；对照 2026-10-07 日跟踪。抓取：Saved 276 / skipped 27 / errors 44；blocked_hosts：community.hpe.com、docs.redhat.com、e.huawei.com、support.huawei.com、www.reddit.com、www.sangfor.com（**blocksandfiles.com / www.nextplatform.com 本日恢复**；theregister 仅首页标题壳）。全库新增 URL 26 个。

## 摘要
- **本日无推理基准/首发。**
- 旁证 · Micron 2027 HBM 显著涨价、HBM4 爬坡（NP）——推理卡成本上行；Dell Data Processing Engine + cuDF（2026-12）为 GPU 喂数。
- 至顶网摘要：PReCache 多智能体 KV 缓存复用（论文解读，最高 3.1× 加速——**论文自报**）。
- 续档：DGX Station GB300 Qwen3.6-35B NVFP4 >26k tok/s（赞助评测）。

## 原文摘录

### NextPlatform · Micron’s Numbers Show Why HBM4 Memory Is Worth 15X Its Weight In Gold（10-02，本日首次入库；媒体分析）
- 归档：`industry/micron-s-numbers-show-why-hbm4-memory-is-worth-15x-its-weight-in-gold-3e7560dc.txt`
- URL：https://www.nextplatform.com/store/2026/10/02/microns-numbers-show-why-hbm4-memory-is-worth-15x-its-weight-in-gold/5300701

> In the quarter, Micron’s revenues went skyward, up 4.8X year on year to $54.23 billion.  
> Sanjay Mehrotra … said on the call that Micron has "completed agreements for the vast majority of our calendar 2027 HBM bit supply with significant price increases year over year, narrowing the gross margin gap with conventional DRAM."