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一 |     据报道，分析机构Edgewater Research透露，NVIDIA已与SK海力士和美光签署多年期长期合同，锁定大量DRAM和HBM供应。    Filmfare recently hosted the 6th edition of the Filmfare OTT Awards 2025, co-powered by Hyundai and Blenders Pride. The event celebrated the very best of the digital entertainment world. The evening was filled with heartwarming moments, candid reunions and memorable wins as excellence in OTT storytelling was honoured with the iconic Black Lady. It was nothing short of a grand success, made even more special by the stars who graced the occasion and turned the night into a beautiful amalgamation of joy and celebration.There were certain moments inside the venue that truly stole the spotlight. Heartfelt acceptance speeches, unexpected reunions, candid interactions and picture-perfect red-carpet appearances left a lasting impression. Here are some of the best moments from Filmfare OTT Awards 2025, co-powered by Hyundai and Blenders Pride.     In This Article      Alia Bhatt-Vicky Kaushal's reunionThe Boman Irani-Abhishek Bachchan camaraderieWho run the world? Girls (Will Be Girls)Black Warrant's winsHeartwarming speechesAlia Bhatt-Vicky Kaushal's reunion          Yes, Alia Bhatt and Vicky Kaushal attended the Filmfare OTT Awards 2025! The Raazi duo, soon to be seen in Sanjay Leela Bhansali's Love & War, was seen engaging in talks and laughter throughout the event. In some candid snaps, it seems that Vicky is showing his newborn baby's photo to Alia. The actress is seen being visibly delighted and smiling warmly The moment quickly became one of the most heart-melting highlights of the night, much to the fans’ joy.     The Boman Irani-Abhishek Bachchan camaraderie                                                                 View this post on Instagram          A post shared by Filmfare (@filmfare)               Abhishek Bachchan presented the Best Web Original Film: Critics' award to Boman Irani for his directorial debut The Mehta Boys. Elated, Abhishek went up to Boman's seat to take him to the stage. The two shared heartfelt moments as Boman seemed to be visibly emotional. As Boman began his acceptance speech, Abhishek lightened the atmosphere with his trademark humour. He joked about how long the speech might run. He even brought chairs onto the stage, suggesting they sit down and get comfortable. This drew smiles and applause from the audience.     Who run the world? Girls (Will Be Girls)                                                                 View this post on Instagram          A post shared by Filmfare (@filmfare)               Shuchi Talati directed Girls Will Be Girls won several awards at Filmfare OTT Awards 2025. Starting from Best Film (Web Original) and Best Director (Web Original) to Preeti Panigrahi winning the BEST Actor (Female) Critics' Web Original Film and Kani Kusruti winning Best Supporting Actor, Web Original Film (Female) awards, the show witnessed the entire team going up and accepting the Black Lady again and again. In a heartwarming moment, Richa Chadha, producer of Girls Will Be Girls, also thanked Alia Bhatt for presenting the Best Film (Web Original) award to them. "From one girl mom to another," Richa said, while giving a nod to their daughters Raha Bhatt Kapoor and Zuneyra Ida Fazal.     Black Warrant's wins                                                                 View this post on Instagram          A post shared by Filmfare (@filmfare)                                                                                View this post on Instagram          A post shared by Filmfare (@filmfare)               Black Warrant won six awards at Filmfare OTT Awards 2025, the second-highest for any series this year. The awards they won include Best Series, Best Director (Series), which went to Vikramaditya Motwane, Satyanshu Singh, Arkesh Ajay, Ambiecka Pandit and Rohin Raveendran. Zahan Kapoor won an award in the Best Actor (Male), Series, Critics: Drama category for his role in the show. Rahul Bhat took the Black Lady home for Best Supporting Actor, Series (Male): Drama category. Satyanshu Singh and Arkesh Ajay won in the Best Adapted Screenplay, Series category. Anurag Thakur won the Breakthrough Performance By A Newcomer (Male), Series award.     Heartwarming speeches                                                                 View this post on Instagram          A post shared by Filmfare (@filmfare)                                                                                View this post on Instagram          A post shared by Filmfare (@filmfare)               The night was filled with some of the most heartwarming acceptance speeches, each as endearing as the other. Sanya Malhotra could hardly believe her win and broke into uncontrollable giggles on stage. Barun Sobti was caught unprepared and admitted he hadn’t planned a speech at all. Monika Panwar made a special request to have her “Black Lady” placed close to her as she spoke. Jaideep Ahlawat and Kani Kusruti even opened up about the number of Filmfare trophies they have won previously. Together, these moments made the ceremony feel intimate, joyful and truly unforgettable.     Also Read: Did Vicky Kaushal Show Alia Bhatt a Photo of His Baby at The Filmfare OTT Awards 2025?。这意味着至少到2027年底，存储价格将维持高位甚至继续上涨，PC玩家和普通消费者面临持续缺货。

二 | NVIDIA此举意图很明确，AI系统和数据中心对存储的需求仍然巨大，通过长期合同锁定价格和供应量可以获得规划确定性。    据Edgewater Research介绍，部分存储厂商已经不再像以往那样签一年期合同，而是直接签三到五年长约，且存储产能优先供给AI领域，显卡和PC端的内存供应被进一步挤压。SK海力士的合同已于2026年6月确认，美光尚未公开回应，合同的具体体量以及HBM与DRAM的比例目前不详。目前存储供应紧张短期内无法缓解，规划中的新产能最早要到2027或2028年才能投产并增加供给。更棘手的是，部分企业已经开始犹豫是否新建工厂，担心等工厂建成时价格已经回落，投资无法收回，这意味着产能扩张的步伐可能进一步放缓。从产业链上游看，DRAM和NAND价格持续上涨已经传导到显卡、主板、SSD乃至整机价格，如今NVIDIA用长约方式将存储产能牢牢锁在AI领域，消费端能分到的份额只会越来越少。    。

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