Group 1 - OpenAI has begun renting Google's TPU chips for the first large-scale use of non-NVIDIA chips, aiming to reduce reliance on Microsoft data centers and challenge NVIDIA's GPU market dominance [1] - OpenAI's demand for computing power has surged, with paid ChatGPT subscribers increasing from 15 million at the beginning of the year to over 25 million, alongside hundreds of millions of free users [1] - Companies like Amazon, Microsoft, OpenAI, and Meta are developing their own inference chips to reduce dependence on NVIDIA and lower long-term costs [1] Group 2 - OpenAI spent over $4 billion on NVIDIA server chips last year, with training and inference costs each accounting for half, and projected spending on AI chip servers to approach $14 billion by 2025 [2] - The shift to Google's TPU was driven by the explosive popularity of ChatGPT's image generation tool, which put immense pressure on OpenAI's inference servers at Microsoft [2] - Google has been developing TPU chips for about a decade and has provided this service to cloud customers since 2017, with other companies like Apple and Meta also renting Google's TPU [2] Group 3 - Google Cloud also rents out NVIDIA-supported servers, as NVIDIA chips are the industry standard, generating more revenue than renting TPUs [3] - Google has ordered over $10 billion worth of the latest Blackwell server chips from NVIDIA and began providing them to select customers in February [3]

CentML此前已获得总计3090万美元风险投资，投资者包括谷歌母公司Alphabet旗下AI风投部门Gradient Ventures、英伟达自身及Radical Ventures等。2023年10月，该公司完成2700万美元种子轮融资，估值一 度攀升。然而，随着被英伟达收购，CentML于2025年7月17日起正式停止运营，其AI优化服务同步下 线。 此次收购是英伟达2025年AI生态布局的重要一环。此前，英伟达已收购另一家AI基础设施公司Lepton AI，进一步构建其GPU云服务与AI Infra生态。分析人士指出，CentML的技术将加速英伟达在异构计算 领域的突破，推动AI模型从训练到推理的全流程优化。同时，这一动作也凸显了AI行业对"软硬协同"的 重视，未来芯片厂商的竞争将更多围绕生态整合能力展开。 目前，英伟达尚未披露收购的具体金额及后续技术整合计划，但市场普遍预期，CentML的Hidet编译器 有望被整合至英伟达CUDA工具链中，为开发者提供更高效的AI模型部署方案。（青山） 【环球网科技综合报道】6月28日消息，据加拿大科技媒体The Logic及多方消息证实，全球芯片巨头英 伟达（NV ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自 。 根据《The Information》最新报道，Google成功从NVIDIA手中"撬走"了OpenAI部分AI算力订单。 报道援引一位匿名消息人士称，OpenAI已开始转向使用Google的张量处理单元（TPU）来驱动其AI 产品，而此前外界普遍认为OpenAI主要依赖微软、甲骨文（Oracle）等合作伙伴提供NVIDIA的 GPU来训练和运行AI模型。 据悉，OpenAI此举主要是为了削减运营成本——特别是在今年推出图像生成平台后，使用量大增， 算力成本居高不下。而Google方面也并未向竞争对手出租其最新一代TPU芯片，使此次合作显得格 外引人注目。 Google在今年4月发布了第七代TPU芯片，并称这是其首款专为AI推理设计的芯片。这些TPU在2024 年曾引发业界关注，当时苹果宣布其Apple Intelligence平台的训练就使用了Google的TPU。不过， 训练只是AI流程的一部分，芯片最终仍需通过"推理"（inferencing）来响应用户的查询。 《The Information》表示，OpenAI已将Google的TP ...

Core Viewpoint - Microsoft has delayed the launch of its first self-developed AI chip, Braga, by six months, which raises concerns about its competitiveness against Nvidia's Blackwell chip, expected to be released in 2026 [1][2][3] Group 1: Chip Development Delays - The Braga chip's development has taken longer than anticipated, pushing mass production to next year and widening the performance gap with Nvidia's Blackwell chip [1] - Internal sources indicate that the delay is due to unforeseen design changes, staffing issues, and high turnover rates [1][3] Group 2: Competitive Landscape - Despite Nvidia's dominance, companies like Microsoft, Google, and Amazon are developing their own chips to reduce reliance on Nvidia [2] - Nvidia's CEO Jensen Huang expressed skepticism about the viability of self-developed ASICs, questioning their advantages over commercially available options [2] Group 3: Future Chip Plans - Microsoft is reportedly working on three additional chips named Braga-R and Clea, scheduled for deployment in 2026 and 2027, respectively [3] - The delay of Braga raises doubts about Microsoft's ability to meet its ambitious release schedule for these chips [3] - A chip intended for AI model training was reportedly canceled, indicating potential setbacks in Microsoft's AI hardware strategy [3]

英伟达股价自 2023 年高企，年内波动，近日市值回归全球第一 见习记者 储是 6 月 25 日，英伟达股价创下历史新高，重夺全球市值第一。 6 月 26 日，其股价继续上 涨，再创新高。目前，英伟达市值为 3.78 万亿美元。 在 6 月 25 日，黄仁勋减持了 7.5 万 股，为近期单笔最高数额。 英伟达自 2023 年初以来股价高企，年内因美国关税政策，股价陷入低迷； AI 芯片需求拉动 了股价重新上涨。 【导读】英伟达 CEO 黄仁勋月内持续出售持有股 6 月，黄仁勋持续出售英伟达股票。 6 月 25 日，英伟达大涨，市值重归全球第一。 黄仁勋最新 累计减持 22.5 万股 美东时间 6 月 26 日，美国证券交易委员会（ SEC ）披露的文件显示，英伟达 CEO 黄仁勋 月内再度减持持有的英伟达股票。 最新文件显示， 6 月 20 日以来，黄仁勋已累计减持 22.5 万股英伟达股票，规模合计近 3320 万美元。具体是 6 月 20 日出售了 5 万股英伟达股票，价值约 721 万美元； 6 月 23 日出售了 5 万股，价值约 719 万美元； 6 月 24 日出售了 5 万股，价值约 736 万 ...

Market Performance - The three major U.S. stock indices closed higher on Friday, with the S&P 500 and Nasdaq reaching all-time closing highs, confirming a technical bull market with a cumulative increase of over 20% since the low on April 8 [1][2] - For the week, the S&P 500 rose 3.44%, the Nasdaq increased by 4.25%, and the Dow Jones gained 3.82%, indicating strong market rebound momentum and improved risk appetite [2] Sector Performance - Among the 11 major sectors of the S&P 500, the consumer discretionary sector led gains, while the energy sector lagged [3] - Nike's stock surged by 15.2%, significantly contributing to the index's performance after the company provided better-than-expected first-quarter revenue guidance and announced supply chain optimization plans [3] - Technology stocks performed strongly, with Google and Amazon rising over 2%, and Nvidia and Meta increasing by more than 1%, with Nvidia hitting a new high [3] Economic Indicators - The U.S. Personal Consumption Expenditures (PCE) price index rose by 0.1% month-over-month and 2.3% year-over-year in May, with the core PCE index increasing by 0.2% month-over-month and 2.7% year-over-year, indicating persistent inflationary pressures [3] - Consumer confidence significantly improved, with the University of Michigan's consumer sentiment index rising to 60.7 in June, the highest level in four months, reflecting better economic outlook and reduced concerns about personal finances [3] Federal Reserve Expectations - Market expectations for the Federal Reserve's policy path have adjusted, with a 76% probability of a rate cut in September and a reduced likelihood of a cut in July at 19% [4] Commodity Market - In the commodities market, gold prices fell by 1.6% to $3287.6 per ounce, while WTI crude oil rose by 0.43% to $65.52 per barrel, and Brent crude increased by 0.16% to $66.80 per barrel [4]

周五（6月27日），美国科技股七巨头（Magnificent 7）涨跌各异，谷歌A收涨2.88%，亚马逊涨 2.85%，英伟达涨1.76%，Meta Platforms涨1.04%，苹果涨0.04%，微软则收跌0.30%，特斯拉跌0.66%。 此外，台积电ADR收涨2.04%，报228.57美元，突破1月23日所创收盘历史最高位224.62美元，北京时间 23:44曾涨至228.88美元创盘中历史新高；巴菲特旗下伯克希尔哈撒韦B类股涨0.13%，AMD涨0.09%， 礼来制药则收跌2.47%。 ...

【金属】现货黄金跌破3300美元关口，日内跌幅一度超2.1%，本周跌约2.8%；COMEX黄金期货本周累 跌2.92%，报3286.70美元/盎司。 周五，标普500指数最高上涨至6187.68点，纳指最高上涨至20311.51点，二者均创盘中历史新高。在特 朗普宣布立即中断与加拿大的贸易谈判并威胁对该国征收新关税后，纳指与标普500指数一度转跌，但 最终收涨。 【美股】截至收盘，道指涨432.43点，涨幅为1.00%，报43819.27点；纳指涨105.55点，涨幅为0.52%， 报20273.46点；标普500指数涨32.05点，涨幅为0.52%，报6173.07点。英伟达(NVDA.US)收涨1.76%，亚 马逊(AMZN.US)涨2.85%。纳斯达克金龙中国指数初步收涨约0.2%。 【欧股】德国DAX30指数涨411.08点，涨幅1.74%，报24041.36点；英国富时100指数涨63.69点，涨幅 0.73%，报8799.29点；法国CAC40指数涨134.24点，涨幅1.78%，报7691.55点；欧洲斯托克50指数涨 85.02点，涨幅1.62%，报5329.05点；西班牙IBEX35指数涨1 ...

上市进行时 北京石头世纪科技股份有限公司 36氪获悉，据港交所文件，北京石头世纪科技股份有限公司向港交所递交上市申请书，联席保荐人为摩 根大通和中信证券。 豪威集成电路（集团）股份有限公司 36氪获悉，据港交所文件，豪威集成电路（集团）股份有限公司向港交所提交上市申请书。 深圳大普微电子股份有限公司 6月27日，深圳大普微电子股份有限公司（简称"大普微"）首发上市申请获深交所受理，成为创业板首 家获受理的未盈利企业。（证券时报） TOP 3大新闻 蔡澜离世，享年83岁 6月27日，杭州有家长反映，其6岁的女儿被西贝男服务员偷拍照片并当做短视频平台背景图。对此，西 贝餐饮官微27日发声明表示，经核查，涉事员工为已离职员工贺某，经沟通贺某已经删除相关照片。 西贝表示，在全国所有门店，西贝严禁未经授权发布顾客照片，更禁止员工私下拍摄顾客照片、留存顾 客信息。西贝将组织全国门店全体员工开展顾客隐私保护专项培训，明确违规行为的处理标准与法律后 果。（中新经纬） 雷军：不会公布小米YU7 24小时销量 6月27日晚间，小米创办人、董事长兼CEO雷军在微博发文称，小米YU7昨晚10点开售后，订单远超了 我们最乐观的预期。" ...

每经编辑｜陈鹏程 王晓波 1 李强主持召开国务院常务会议 国务院总理李强6月27日主持召开国务院常务会议，听取关于贯彻落实全国科技大会精神加快建设科技强国情况的汇报，部署健全"高效办成一件事"重点事 项常态化推进机制，审议通过《农村公路条例（草案）》。（新华社） 2 隔夜市场 美股三大指数集体收涨，道指涨1%，本周累涨3.82%；标普500指数涨0.52%，本周累涨3.44%；纳指涨0.52%，本周累涨4.25%，其中，标普500指数、纳 指均创历史新高；大型科技股多数上涨，谷歌、亚马逊涨超2%，英伟达、Meta涨超1%，苹果、英特尔小幅上涨；特斯拉、微软小幅下跌；耐克涨超15%， 创四年来最大单日涨幅。中概股涨跌不一，纳斯达克中国金龙指数涨0.22%，本周累涨3.49%；小马智行跌超6%，理想汽车、富途控股跌超1%，百度、京东 小幅下跌；传奇生物、瑞幸咖啡涨超3%，哔哩哔哩、腾讯音乐、唯品会涨逾2%，蔚来、联电涨超1%，霸王茶姬、阿里巴巴小幅上涨。 国际金价走低，现货黄金跌1.63%，报3273.34美元/盎司；COMEX黄金期货跌1.85%，报3286.10美元/盎司；COMEX白银期货跌2.06%，报3 ...