Core Insights - GlobalFoundries has acquired Singapore-based silicon photonics manufacturer AMF, becoming a leading player in the silicon photonics sector [2] - Silicon photonics technology uses light instead of electrical pulses for data transmission, which is crucial for communication within chips, between components, and across servers [2] - NVIDIA plans to implement silicon photonics technology in its next-generation AI servers to reduce power consumption while increasing data transfer speeds, which is essential for managing millions of GPUs in data centers [2][3] - AMD is also investing heavily in this technology, having established a dedicated R&D center in Taiwan with an investment of nearly $300 million and previously acquiring Enosemi to enhance its competitive edge against NVIDIA [2][3] Industry Trends - The demand for silicon photonics technology is driven by the rapid expansion of AI data centers, which are experiencing significant increases in power consumption and placing pressure on electrical grids [3] - Tim Breen, CEO of GlobalFoundries, emphasized the importance of high-speed, precise, and energy-efficient data transmission for AI data centers and advanced telecommunications networks [3] - Silicon photonics is also a key technology for quantum computing, allowing for systems that do not require low-temperature cooling, making quantum computers more practical and cost-effective [3] Competitive Landscape - Major companies like AMD, NVIDIA, and GlobalFoundries are investing in silicon photonics, but several startups such as Ayar Labs, Celestial AI, and Lightmatter are also developing their own photonic technologies, indicating a competitive landscape [3] - While consumer-grade CPUs, GPUs, and motherboards are not expected to adopt this technology in the short term, it is already being utilized in large servers capable of processing terabytes of data per second [4] - Continued investment in AI data centers is anticipated to drive further research and development in this promising technology [4]

特朗普周二在白宫会见穆罕默德王储时对记者表示："我们正在就此努力。"总统称，该协议将涉及"特 定级别的芯片"。一位知情人士透露，批准的芯片数量预计将达到数万颗半导体，但拒绝进一步具体说 明。 特朗普在维持这些限制措施的同时，也在推动涉及大规模芯片销售的中东人工智能重大协议——对沙特 而言，其承诺在美国投资数千亿美元的承诺为谈判提供了助力。 尽管如此，今年早些时候美沙之间的人工智能谈判仍弥漫着美国对中国与海湾国家关系的担忧，尽管两 国在特朗普五月访问中东时宣布了一系列企业合作。目前尚不清楚沙特在最新协议中具体做出了哪些承 诺——不过几位熟悉协议的知情人士强调，协议确实包含安全条件。 美国的批准将标志着英伟达(NVDA.US)和AMD(AMD.US)等一些世界最大半导体公司的胜利，这些公司 一直寻求供应中东市场。Humain首席执行官塔雷克·阿明上个月表示，该公司计划到2030年部署多达40 万颗人工智能芯片。 美国商务部负责监督半导体出口管制的工业与安全局拒绝置评，Humain也同样不予置评。 阿明上个月告诉媒体，Humain正在等待涉及英伟达、AMD、高通公司以及加州芯片初创公司Groq的芯 片出口许可。 这 ...

Group 1 - The Ministry of Industry and Information Technology aims to establish around 200 high-standard digital parks by 2027, with effective deployment and application of computing infrastructure [1] - The Ministry of Finance has not released any policy documents regarding the implementation of "offshore wallets" and "Hong Kong HSBC" for the distribution of policy benefits in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The unemployment rate for Chinese youth aged 16-24, excluding students, fell to 17.3% in October [2] - Chongqing plans to achieve an artificial intelligence terminal industry scale of over 300 billion yuan by 2030 [2] - Pinduoduo's latest financial report shows a continuous investment of "100 billion support" for two consecutive quarters, with Q3 net profit declining quarter-on-quarter [2] - Baidu reported Q3 total revenue of 31.2 billion yuan, disclosing AI business revenue for the first time, with a growth rate of 50%, exceeding expectations [2] - Xiaomi Group's Q3 adjusted net profit reached 11.3 billion yuan, a year-on-year increase of 80.9%, surpassing expectations [2] - Xiaomi's Q3 smart electric vehicle and AI innovation business segment achieved operational profitability for the first time in a single quarter [2] - Suining's 38 companies plan to restructure, with a draft stating that Zhang Jindong and his wife must commit to injecting all personal assets into a trust [2] - Saiwei Electronics plans to purchase a portion of equity in Chipone, which focuses on the whole machine field of lithography [2] - Southbound funds significantly net bought Alibaba for 3.3 billion Hong Kong dollars, marking the fourth consecutive day of net buying [2] - Xiamen Tungsten New Energy plans to invest 600 million yuan to establish a wholly-owned subsidiary for a project with an annual production capacity of 50,000 tons of high-performance battery materials [2]

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【美股连跌四天，英伟达跌近3%】 当地时间11月18日，美股三大指数集体收跌，道琼斯指数下跌498.500点，跌幅1.07%；标普500指数跌0.83%； 纳斯达克综合指数跌1.21%。 大型科技股多数下挫，亚马逊、AMD跌超4%，微软、英伟达跌超2%，特斯拉跌超1%。 【普京：中国公民赴俄免签政策将于近期生效】 据环球网援引今日俄罗斯（RT）、俄罗斯卫星网报道，当地时间11月18日，俄罗斯总统普京表示，针对中国 公民赴俄免签政策将于近期生效。 报道称，目前，俄罗斯公民可以免签前往中国。 中国外交部发言人郭嘉昆9月2日在例行记者会上表示，为进一步便利中外人员往来，中方决定扩大免签国家范 围，自2025年9月15日至2026年9月14日，对俄罗斯持普通护照人员试行免签政策。俄罗斯持普通护照人员来华 经商、旅游观光、探亲访友、交流访问、过境不超过30天，可免办签证入境。 这项交易体现出云计算和芯片供应商与领先AI开发商之间日益紧密的联系——后者再将资金花回在前者的服 务上。投资者对这类所谓的循环式AI交易愈发担忧，一 ...

This is literally a giant room of creatives all bumping into each other. And I think these types of events inspire so much amazing energy in the world. And that's where the greatest projects come from.We are at Adobe Max. We're actually sitting at the AMD booth. So for the last six months, I've had the ProArt laptop.This thing is amazing. It's just like hitting all the marks for me in terms of my workflow. And I'm just stoked to be talking about it face to face with the people that are also creators here.No ...

Explore the ultra-flexible ASUS ROG Flow Z13, powered by the AMD Ryzen™ AI Max+ processor. Featured at Adobe Max, its futuristic design and powerhouse performance in a tablet-sized frame is built for gamers, creators, and multitaskers. The Flow Z13 delivers top-tier capability in a bold, portable package. It’s not just a device—it’s a creative revolution in motion. *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Gaming Discord Server: https://discord.gg/amd-gaming Visit the AMD Gaming Community ...

Product Highlight - Lenovo Yoga features adaptive flexibility and AI-driven speed, powered by AMD Ryzen™ A [1] - The product is positioned as an ultra-slim and stylish laptop, emphasizing mobility, intelligence, and power [1] Legal and Trademark Information - The report clarifies AMD's trademark ownership and usage, including the AMD Arrow Logo [1] - Mentions that other names used are for informational purposes and may be trademarks of their respective owners [1] Community Engagement - AMD encourages users to subscribe to their YouTube channel [1] - AMD encourages users to join the AMD Gaming Discord Server and visit the AMD Gaming Community Website [1] - AMD encourages users to follow AMD on various social media platforms, including Facebook, Twitter, Twitch, LinkedIn, and Instagram [1]

Core Insights - The article highlights a significant decline in major tech stocks, particularly Nvidia, Tesla, and Amazon, amid growing skepticism about the sustainability of the AI investment boom [1][2][3] Group 1: Stock Performance - Nvidia experienced a drop of 2.81%, with a trading volume of $38.569 billion, marking a cumulative decline of over 10% for the month [1] - Tesla's stock fell by 1.88%, with a trading volume of $32.16 billion, following the approval of CEO Elon Musk's record-breaking compensation plan [1] - Amazon's stock decreased by 4.43%, with a trading volume of $13.539 billion, as analysts downgraded its rating due to concerns over AI returns [2] Group 2: Analyst Insights - A recent survey by Bank of America indicates that most fund managers believe the AI investment frenzy has peaked [1] - Redburn analysts downgraded Amazon and Microsoft from "Buy" to "Neutral," citing unclear prospects for generative AI and weaker-than-expected economic benefits [2] Group 3: Corporate Developments - Microsoft and Nvidia committed to investing up to $15 billion in AI developer Anthropic PBC, strengthening their competitive position against OpenAI [1] - Home Depot's stock fell by 6.02% after the company reported disappointing Q3 results and lowered its full-year sales outlook due to a sluggish U.S. housing market [4]

Core Viewpoint - The upcoming earnings report from Nvidia is highly anticipated and is considered the most closely watched for the quarter [1] Company Summary - Nvidia, a leader in AI chipmaking, is set to announce its third-quarter results [1]

Core Insights - Proactive provides fast, accessible, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, mining, oil and gas, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]