1.微软英伟达合作推出AI工具 面对历史性的电力需求激增，而现有基建体系仍停留在模拟时代，全球正竞速追赶。在数字技术指数级 扩张与供应链再工业化的双重驱动下，对持续稳定无碳电力的需求已变得迫切且不可回避。核能被视为 这一未来的关键支柱，但整个行业仍受困于交付瓶颈。微软认为这正是AI的用武之地。 2.北京市2025年国民经济和社会发展统计公报发布 北京市统计局发布2025年国民经济和社会发展统计公报。初步核算，全年实现地区生产总值52073.4亿 元，按不变价格计算，比上年增长5.4%。其中，第一产业增加值109.2亿元，下降0.7%；第二产业增加 值7187.4亿元，增长3.5%；第三产业增加值44776.9亿元，增长5.8%。三次产业构成为0.2︰13.8︰86.0。 按常住人口计算，全市人均地区生产总值为23.9万元（按年平均汇率折算为3.3万美元）。 3.百度高管称机器人进家是10年后的事 博鳌亚洲论坛2026年年会于3月24日至27日在海南博鳌举行。在"人形机器人的进阶与飞跃"分论坛，关 于人形机器人走入生活，百度集团执行副总裁、百度智能云事业群总裁沈抖表示，具身智能进家庭应该 是最后一步，是对它能力 ...

微软正加速扩张AI基础设施版图，将竞争对手的"弃子"收入囊中。 据彭博援引知情人士透露，微软已同意租用德克萨斯州一处数据中心项目，该项目此前原为甲骨文和 OpenAI开发，但两家公司最终放弃了相关谈判。此举使微软在AI数据中心竞赛中再下一城。 该项目位于阿比林市，容量约700兆瓦，毗邻甲骨文与OpenAI旗舰级"星际之门"园区。据彭博，微软与 开发商Crusoe达成了这笔交易。随着微软的入驻，这一园区将同时汇聚微软与甲骨文两大竞争对手。 甲骨文与OpenAI谈判破裂，微软接盘 据彭博本月早些时候报道，甲骨文与OpenAI就阿比林项目的谈判因融资争议及OpenAI需求频繁变动而 陷入僵局，最终宣告破裂。OpenAI随后表示，将转而使用其他数据中心。 风险提示及免责条款 微软和英伟达宣布，就核能展开AI合作，双方将为核能许可与设计打造工具。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 据彭博援引知情人士透露，Meta Platforms也曾就租用该站点进行过磋商。此前，The I ...

Nebius Group(NBIS.US)获得英伟达(NVDA.US)20亿美元投资及Meta Platforms(META.US)270亿美元GPU 基础设施订单，市场信心得到重大提振。Nebius管理层展现出严谨执行力，如期兑现产能承诺，并对AI 基础设施增长设定切实预期。近日宣布的债券发行虽增加风险，但对于Nebius加速实现2027年营收增长 至250%(超越市场预期的186%)而言实属必要。该股目前估值仅为2026年前瞻营收的10倍左右，随着营 收增长加速，估值倍数有望扩张，财经分析师Uttam Dey撰文力推，重申"强力买入"评级。 投资逻辑 对于新创云公司Nebius Group N.V.而言，上周堪称迄今表现最佳的一周，股价因英伟达对其注资20亿美 元的消息而攀升。 英伟达此番投资是对Nebius投下的重磅信任票，强烈暗示英伟达正通过购入Nebius股份，实现在云计算 行业的多元化布局或风险对冲。 Uttam认为，Nebius管理层在推动AI基础设施建设中展现的稳定性与可靠性，对英伟达以及越来越多关 注其GPU基础设施组合的超大规模云服务商客户具有潜在吸引力。 前几日，Meta Platfor ...

Core Viewpoint - Iran has released a list of potential attack targets, including data centers and research facilities of major US technology companies in the Middle East, amid ongoing tensions in the region [1][3]. Group 1: Potential Targets - The Iranian Revolutionary Guard Corps (IRGC) has identified 29 potential strike locations across Bahrain, Israel, Qatar, and the UAE, primarily related to US tech companies' infrastructure [3][5]. - The list includes major companies such as Lockheed Martin, Boeing, Microsoft, Oracle, ExxonMobil, Citigroup, and Amazon Web Services, with specific locations in Jordan and the UAE [5][6]. Group 2: Nature of Targets - The targeted facilities are mainly involved in cloud computing, artificial intelligence, and data processing, which Iran perceives as having potential links to US military and intelligence systems [5][8]. - The inclusion of technology companies' facilities in the potential strike list indicates a shift in modern conflict from traditional military targets to digital infrastructure, highlighting the strategic importance of these commercial tech infrastructures [8]. Group 3: Recent Developments - A week prior, Iran claimed to have conducted deliberate attacks on three Amazon Web Services (AWS) data centers, although this has not been independently verified [8]. - Security experts warn that if these tech facilities become conflict targets, it could disrupt local internet and enterprise services and have a cascading effect on global cloud computing networks and cross-border data services [8].

Core Viewpoint - Iran has officially targeted major US tech companies, including Nvidia, Microsoft, Google, Palantir, Oracle, and IBM, as part of a strategic move to undermine US technological dominance and retaliate against US sanctions [1][3][5]. Group 1: Targeted Companies - The targeted companies represent the backbone of US technological power, with Nvidia dominating the AI chip market, Microsoft controlling the desktop OS market, and Google being the leading search engine [3][5]. - These companies are crucial for maintaining US global leadership, and attacking them is seen as a way to disrupt the foundation of US technological supremacy [5][10]. Group 2: Strategic Implications - Iran's strategy is not merely about physical attacks but aims to dismantle the overseas assets of these tech giants, which could lead to a significant blow to US interests [5][10]. - The Middle East has become a critical market for these companies, with Nvidia recently securing a $20 billion deal to build an AI super factory in Saudi Arabia, highlighting the region's importance for future growth [7][8]. Group 3: Financial Backing and Market Dynamics - Middle Eastern capital is a significant financial backer of the US AI industry, with funds from countries like the UAE and Saudi Arabia heavily invested in American tech [10][12]. - The saturation of the US and European markets makes the Middle East a vital area for growth, as these countries are willing to invest heavily in AI and digital transformation [12][13]. Group 4: Geopolitical Consequences - The shift in the geopolitical landscape has raised questions about the sustainability of US military and technological dominance, as Iran's actions could lead to a loss of confidence among US allies in the region [15][16]. - If US tech companies cannot secure their assets in the Middle East, it could trigger a broader withdrawal of investment from the US tech sector, potentially leading to a collapse of the AI market bubble [10][15].

Group 1 - Iran has released a target list that includes major American tech companies such as Google, Microsoft, and Nvidia, indicating a potential escalation in tensions [2] - The Iranian government has threatened to retaliate against U.S. military bases in the Middle East, specifically naming three key locations [2]

Core Insights - Microsoft Azure has become the first cloud service provider to validate NVIDIA's Vera Rubin NVL72 system, marking a significant advancement in AI infrastructure development [1] - The long-standing partnership between Microsoft and NVIDIA enables better deployment of hardware in data centers, allowing for rapid integration of NVIDIA's innovations [1] - The Vera Rubin platform is expected to be adopted by multiple cloud providers, including Amazon AWS, Google, and Oracle, by 2026 [1] Company Developments - Microsoft CEO Satya Nadella announced the validation of the Vera Rubin NVL72 system on the X platform, emphasizing the collaboration with NVIDIA for next-generation AI infrastructure [1] - Microsoft Azure hardware system president, Rani Borkar, highlighted the company's extensive experience in designing scalable AI infrastructure that evolves with major advancements in AI technology [1] - Borkar noted that the Rubin platform represents a significant step in accelerated computing, with Azure's AI data centers designed to fully leverage this technology [1] Technical Specifications - Each Vera Rubin NVL72 rack can deliver up to 3.6 exaflops of performance, which is approximately five times the performance of the GB200 system [2] - Each rack connects 72 GPUs and 36 CPUs through sixth-generation NVLink, providing a bandwidth of 260 TB per second [2]

每经编辑｜何小桃 据央视新闻报道，美国国防部长赫格塞思13日称，美国计划摧毁伊朗所有具有威胁的军事能力。 赫格塞思当天在新闻发布会上称，伊朗的导弹数量"减少了90%"，自杀式无人机数量"下降了95%"，美国和以色列已经打击了超过1.5万个伊朗目标。 拉里贾尼在社交平台X上说："（美国总统）特朗普表示，他正在寻求快速获胜。发动一场战争是容易的，但不可能通过几条帖子就赢得胜利。在让你为 这次严重误判感到后悔前，我们不会手软。" 特朗普被曝在七国集团会议上 "吹嘘"伊朗"即将投降" 据央视新闻报道，美国方面消息，美国总统特朗普11日在七国集团领导人视频会议上"吹嘘"伊朗"即将投降"，但事实上"伊朗政权没有表现出即将投降或 崩溃的迹象"。 知情人士称，特朗普在七国集团领导人视频会议上称，伊朗"即将投降"，但伊朗"已没有人能宣布投降"。 消息称，"特朗普私下里和公开场合一样，对战争结果充满信心。但他的评估与实际情况存在冲突，实际情况更为复杂"。 特朗普13日在社交媒体上再次声称，美国正在从军事、经济及其他方面彻底摧毁伊朗。 伊朗最高领袖穆杰塔巴·哈梅内伊12日在上任后发表的首份声明中说，伊朗绝不会放弃复仇，不仅要为遇害 ...

Core Viewpoint - Iranian semi-official news agency Tasnim has identified data centers of major US tech companies like Amazon, Microsoft, and Google in the Middle East as legitimate targets for attacks, alleging that these facilities provide technology to the Israeli military to support war efforts [1] Group 1: Allegations Against Tech Companies - The mentioned tech companies have been accused of varying degrees of providing technology to the Israeli military, although most have denied these allegations [1] - Palantir has publicly acknowledged its strategic partnership with Israel, claiming to assist the country in war-related tasks by providing advanced technology [1]

Core Viewpoint - Iran has declared that the infrastructure of several major US tech companies, including Amazon, Microsoft, Google, Nvidia, IBM, Oracle, and Palantir, is now within the scope of legitimate military targets due to the evolving nature of regional conflicts [2][3] Group 1: Company Infrastructure and Locations - Amazon has established cloud infrastructure, data centers, and R&D centers in locations such as Tel Aviv, Haifa, Bahrain, and the UAE [2] - Microsoft has offices, cloud services, and R&D facilities in Dubai, Tel Aviv, Haifa, and Herzliya [2] - Nvidia has set up regional headquarters and business offices in Haifa, Tel Aviv, and Dubai [2] Group 2: Military and Strategic Implications - The mentioned tech companies are accused of providing technological support to the Israeli military, with Palantir openly acknowledging its strategic cooperation with Israel [3] - In response to escalating tensions, some US companies in the Gulf region have implemented measures such as remote work policies and emergency plans to mitigate risks from drone attacks or airspace closures [3] - An attack on Amazon's data center in the UAE occurred on March 1, resulting in a fire and power outage, highlighting the blurred lines between commercial cloud services and military targets [3]