Core Insights - Microsoft has signed an agreement to invest $4 billion in building a second data center in Wisconsin over the next three years, bringing the total investment in the state to $7.3 billion [1] - The data center aims to support AI researchers and engineers in developing advanced models, enhancing creative testing, and improving work efficiency [1] - The facility will deploy hundreds of thousands of NVIDIA GB200 GPUs and utilize enough fiber optics to circle the Earth four times, making it a leading AI training cluster [1] Investment and Infrastructure - The first data center is located in Mount Pleasant and is expected to be operational by early 2026 [1] - Microsoft is taking measures to mitigate rising electricity costs associated with AI and data center development, including prepaying for energy and infrastructure costs to avoid increasing local community prices [2] - A commitment has been made to offset fossil fuel energy consumption with an equivalent amount of carbon-free energy, including a 250 MW solar project in Portage County [2] Employment Impact - The first data center is expected to employ approximately 500 full-time employees upon full operation, with the total number of employees increasing to around 800 after the second data center is completed [2] Additional Investments - Microsoft also announced plans to invest $30 billion in the UK over the next four years [3]

微软承诺在未来三年内再投入40亿美元，建设规模相似的第二座数据中心，将使该公司在威斯康星州的 总投资规模超过70亿美元。 微软当地时间9月18日发布美国威斯康星州人工智能数据中心情况更新。微软表示，该中心将按计划于 2026年初完成建设并投运，兑现最初33亿美元的投资承诺，已开始招聘全职员工支持其运营。 ...

Market Overview - Major stock indices in the US closed higher, with the Dow Jones up 0.27%, Nasdaq up 0.94%, and S&P 500 up 0.48%, reaching new closing highs [1] - Chinese concept stocks mostly declined, with the Nasdaq China Golden Dragon Index down 1.79% [1] - European stock markets also saw gains, with the Euro Stoxx 50 up 1.67% and the DAX 30 up 1.35% [1] Commodity Market - WTI crude oil futures fell by 0.75% to $63.57 per barrel, while Brent crude oil futures also dropped by 0.75% to $67.44 per barrel [2] - COMEX gold futures decreased by 1.1% to $3678 per ounce [2] - Natural gas prices saw a significant drop of 5.20% [2] Political and Economic Events - Over 500,000 people participated in strikes across France against government austerity measures, with significant participation in Paris [3] - Argentina's dollar bonds fell to near one-year lows amid increasing pressure on President Javier Milei's government, with yields rising from 10.6% to over 16.2% [3] Corporate Developments - The Trump administration is seeking to expedite the development of energy projects to meet rising electricity demands driven by AI and manufacturing [4] - The U.S. government has requested the Supreme Court to allow President Trump to dismiss Federal Reserve Governor Lisa Cook [4] - Elon Musk clarified that rumors of Tesla securing a large order for Optimus robots were false [5] - Google announced the integration of its AI model Gemini into the Chrome browser, enhancing user experience [5] - Microsoft plans to invest over $70 billion to build the "world's strongest AI data center" in Wisconsin, with an initial investment of $33 billion for the first data center [6]

Core Insights - Microsoft plans to invest $4 billion to establish a second data center in southeastern Wisconsin, named Fairwater [1] - The first phase of the data center is expected to be operational by early 2026 and will house hundreds of thousands of NVIDIA GB200 chips [1]

Core Insights - Microsoft is significantly investing in AI infrastructure, with a $3.3 billion data center in Wisconsin set to be operational by early 2026, and plans for an additional $4 billion investment for a second data center in the same state, bringing total investment to over $7 billion [1][3] - The Fairwater data center will utilize a vast network of NVIDIA GPUs, aiming to operate as a powerful AI supercomputer, with performance expected to be ten times that of the current fastest supercomputer [3][4] - The project highlights the competitive landscape in AI infrastructure, with Microsoft rapidly expanding its GPU cluster capabilities and committing to substantial investments globally [6][7] Investment Details - The Fairwater data center will cover 315 acres and consist of three buildings totaling 1.2 million square feet, equipped with hundreds of thousands of NVIDIA GB200 GPUs [1][4] - The facility will feature advanced cooling systems, with over 90% of its operations relying on a closed-loop water and chemical system, minimizing water usage [4][6] - Microsoft has added over 2 GW of capacity in the past year, equivalent to the output of two nuclear power plants, indicating a strong commitment to scaling AI infrastructure [6][7] Global Expansion Strategy - The Wisconsin project is part of a broader global initiative, with multiple similar data centers under construction across the U.S. and partnerships for new facilities in Europe, including a $19.4 billion agreement with Nebius in the Netherlands [7] - Microsoft is also collaborating with nScale and Aker to develop a large-scale AI data center in Norway and is building the largest supercomputer in the UK [7] - The company has committed to investing an additional $15.5 billion in infrastructure in the UK by 2028, further solidifying its global AI infrastructure network [7]

格隆汇9月18日｜微软CEO Satya Nadella通过社交媒体宣布，成立世界上最强大的人工智能（AI）数据 中心，位于威斯康星州东南部。Fairwater是一个由英伟达数十万个NVIDIA gb200组成的无缝集群，由 足够绕地球4.5圈的光纤连接起来。它的性能将是当今世界上最快的超级计算机的10倍，使人工智能训 练和推理工作负载达到前所未有的水平。 ...

Core Viewpoint - The article discusses allegations against Microsoft regarding its Windows system's differential treatment of users in Europe and Asia, particularly China, raising concerns about privacy violations and national data security [2][3]. Group 1: Allegations Against Microsoft - A network security technician named "Xuandao" claims that Microsoft uses its monopoly position to hide encrypted data and dynamically release unknown programs to collect user data through the UCPD.sys driver [2][3]. - UCPD.sys is alleged to contain mechanisms that specifically target Chinese software vendors, employing blacklists to restrict competition and maintain Microsoft's market dominance [2][4]. - Legal experts suggest that if these allegations are true, Microsoft may be violating personal privacy laws and engaging in unfair competition practices [2][3][15]. Group 2: Technical Analysis of UCPD.sys - UCPD.sys, which is designed to protect user default application settings, has been found to operate in a way that undermines user control, automatically reverting settings to Microsoft applications after user attempts to change them [3][6]. - The driver is reported to have a "remote loading and execution" capability, allowing it to monitor and modify system settings without user awareness, which experts have labeled as an "invisible backdoor" [3][7]. - The driver includes a blacklist of numerous Chinese software products, indicating a systematic effort to limit their functionality and market presence [4][6]. Group 3: Regional Disparities in User Experience - UCPD.sys reportedly has built-in regional detection logic, leading to significant differences in user experience between Chinese and European users, with the latter enjoying more freedom to modify default applications [8][10]. - In Europe, users can easily switch default applications without interference from the system, while in China, the system enforces data collection and restricts user choices [10][11]. Group 4: Implications for User Security and Market Competition - The restrictions imposed by UCPD.sys on Chinese security software weaken user defenses, exposing them to higher security risks as these applications are unable to function effectively [7][15]. - The article highlights a broader concern that such practices may facilitate foreign attacks on critical information infrastructure in China, posing risks to personal privacy and corporate secrets [15][16].

Group 1 - The US and UK signed the "Tech Prosperity Agreement," focusing on collaboration in rapidly developing technology fields such as artificial intelligence, quantum computing, and civil nuclear energy [1][5][6] - Major US tech companies, including Microsoft, Google, NVIDIA, and OpenAI, committed to investing £31 billion (approximately $42 billion) to enhance the UK's AI infrastructure and advanced technologies, covering data centers, computer chips, and processing capabilities [1][5][6] - Microsoft announced a £22 billion (approximately $30 billion) investment for AI infrastructure in the UK, marking its largest investment commitment in the country to date [1][5][6] Group 2 - NVIDIA plans to deploy 120,000 advanced GPU chips across various UK enterprises, representing its largest deployment in Europe to date [1][5] - Google will establish a data center in Hertfordshire as part of its £5 billion investment plan in the UK over two years [1][5][6] - The Northeast of England is expected to become a new AI growth area, potentially creating over 5,000 jobs and attracting billions in private investment [6]

Group 1 - The core focus of the news is on the significant investments by major US tech companies in the UK to establish AI infrastructure, marking a shift from mere political gestures to tangible technological deployment [1][3]. - Microsoft announced a $30 billion investment (approximately £22 billion) for AI data centers, cloud computing facilities, and local R&D teams [2]. - Nvidia plans to deploy 120,000 Blackwell GPUs in the UK and invest £500 million in local AI infrastructure company Nscale [2][19]. Group 2 - The total investment from major companies, including Google and Salesforce, exceeds £31 billion (approximately $42 billion), indicating a comprehensive tech investment agreement spanning AI, energy, policy, and chips [3]. - The investments represent a national-level industrial layout rather than simple corporate expansion, with the US AI giants transitioning the concept of "sovereign AI" into reality [3][4]. - There are concerns about whether the UK is building its own AI capabilities or merely becoming a node in the global layout of US companies [4]. Group 3 - Microsoft CEO Satya Nadella emphasized that the $30 billion investment is not for market speculation but to build foundational computing infrastructure [5][12]. - The investment is divided into three parts: hardware (land, data centers), software (local sales and R&D), and human resources (building and training AI teams) [8][9]. - Nadella expressed that while AI has potential, realizing its economic value requires time and organizational changes [10][11]. Group 4 - Nvidia CEO Jensen Huang highlighted the importance of data sovereignty, suggesting that the UK should utilize its own data to train large models [17][18]. - Nvidia's deployment of GPUs is not just about selling hardware but about helping the UK establish a complete data center ecosystem [19][20]. - Huang pointed out that the UK has the potential to develop its own AI capabilities, provided there is investment in foundational infrastructure [22][23]. Group 5 - OpenAI's Stargate UK project aims to establish local large model infrastructure in the UK, marking a shift from global API services to localized deployments [26][30]. - The project will support the development of sovereign AI, ensuring that high-quality models can be trained and run locally [27][28]. - This new approach signifies a transformation in AI roles, integrating deeply with local policies and regulations [30][31]. Group 6 - The UK has gained significant investments and infrastructure development, but concerns remain about who truly controls the core capabilities [35][36]. - While the UK benefits from job creation and infrastructure, the ultimate control over the technology and training remains with US companies [37][38]. - The collaboration raises questions about whether it represents genuine partnership or dependency on US tech giants [39][40]. Group 7 - The investment wave signals a shift in AI competition from model performance to deployment capabilities [42]. - The UK has positioned itself as a key node in the global AI landscape, with the northeastern region emerging as a new AI industrial hub [42]. - The collaboration model highlights the need for countries to assess their roles as either co-builders or mere hosts in the global tech strategy [43].

Core Viewpoint - The U.S. House of Representatives is set to integrate Microsoft Copilot into its daily operations to modernize the institution and adopt artificial intelligence [1] Group 1 - Microsoft Copilot will provide services to staff and members of the House of Representatives, featuring enhanced legal and data protection [1] - Technical personnel began testing the product in June [1]