Alphabet Inc.'s (NASDAQ:GOOGL) Google is stepping up its push to reshape the competitive dynamics of the AI chip market as demand for large-scale AI computing continues to surge. Google is teaming up more closely with Meta Platforms Inc (NASDAQ:META) as it looks to rely less on Nvidia Corp (NASDAQ:NVDA) for powering artificial intelligence. The company is working on software changes that make its own chips easier to use with PyTorch, the tool most AI developers already rely on, Reuters reported on Wednes ...

NEW YORK (AP) — Stocks gained ground on Wall Street Friday for a second straight day, wiping away losses from earlier in the week. Technology stocks were once again the main force behind the market's broader moves, especially companies with a focus on artificial intelligence. Both the S&P 500 and the Nasdaq closed out the week with gains, despite several stumbles early this week. The S&P 500 rose 59.74 points, or 0.9%, to 6,834.50. It notched a 0.1% gain for the week. The Dow Jones Industrial Average ro ...

闻乐 发自 凹非寺 量子位 | 公众号 QbitAI 游戏&装机党注意了！ 有消息称英伟达2026上半年要对 GeForce RTX 50 系列下狠手，产量将一刀砍掉30%-40%。 16GB显存的5060 Ti、5070Ti可能最先没……这意味着消费者要么被迫选"阉割版"的8GB显卡，要么就得加钱买更贵的。 那为啥突然减产呢？ 优先保高利润机型 一方面是 "内存荒" 闹的。 不只是大家比较关注的GDDR7，现在连其他类型内存都供应紧张，就算英伟达想满负荷生产，但"巧妇难为无米之炊"，没有足够的内存也白 搭。 另一方面更现实，怕 卖不动 。 英伟达可能预判到2026年NAND和DRAM的内存成本会涨，这样必然会推高整机的价格，到时候消费者就会犹豫着不买，与其造出来堆库 存，不如提前砍掉产能，把控风险。 消息一出，网友炸锅了："我们玩家算什么！""AMD、Intel你们趁机崛起吧"。 所以只能牺牲这两款中端卡的产能，优先保高利润机型了。 而且，还有个坏消息，咱普通玩家得做好GPU缺货涨价的准备…… 现在的3A游戏对显存要求越来越高，8GB显存玩起来可能会卡顿、掉帧、降画质，可一旦市面上16GB显卡变少了，那到时 ...

Core Viewpoint - The U.S. government is considering restoring exports of NVIDIA's H200 chips to China, which could positively impact the company's collaboration with NVIDIA and its product offerings [1] Group 1: Company Collaboration - The company maintains a good cooperative relationship with NVIDIA, distributing multiple series of NVIDIA products [1] - An increase in the range of sellable products due to potential export restoration would have a positive effect on the company's development [1]

Core Insights - US core inflation unexpectedly eased to a four-year low, raising questions among economists about the reliability of the data due to a prior government shutdown [8][14] - ByteDance has signed an agreement to establish a joint venture in the US with majority ownership by American investors [8][14] Market Performance - The A-share market opened lower but closed higher, with the Shanghai Composite Index up 0.16% at 3876.37 points, while the Shenzhen Component fell 1.29% and the ChiNext Index dropped 2.17% [1] - The Hong Kong market also saw fluctuations, with the Hang Seng Index closing up 0.12% at 25498.13 points, while the Hang Seng Tech Index fell 0.73% [1][5] Economic Indicators - The US core Consumer Price Index (CPI) rose by 2.6% year-on-year in November, while the overall CPI increased by 2.7% [14] - The report indicated that core CPI only increased by 0.2% over the last two months, with declines in hotel, leisure, and clothing prices limiting the overall increase [14] Corporate Developments - TikTok announced the establishment of a joint venture with US investors, which will operate independently and manage US data protection and algorithm security [8][14] - China has reportedly ordered 7 million tons of US soybeans, achieving over half of the procurement target set during the Trump administration [8][14]

半导体材料ETF（562590）及其联接基金（A类：020356、C类：020357），指数中半导体设备 （61%）、半导体材料（21%）占比靠前，充分聚焦半导体上游。 截至2025年12月19日 11点06分，上证科创板半导体材料设备主题指数上涨0.03%，成分股安集科技上涨 2.88%，芯源微上涨2.44%，明志科技上涨1.52%，天岳先进上涨1.36%，金宏气体上涨1.20%。科创半导 体ETF（588170）上涨0.07%，最新报价1.45元。 流动性方面，科创半导体ETF（588170）盘中换手7.65%，成交2.82亿元。拉长时间看，截至12月18 日，科创半导体ETF（588170）近1周日均成交6.42亿元，领先同类。规模方面，科创半导体ETF （588170）近2周规模增长2.86亿元，实现显著增长。 消息面上，摩根士丹利发布最新研报称，在史无前例的人工智能（AI）基建热潮以及传统模拟芯 片/MCU（微控制器）强劲去库存步伐推动之下，芯片股的"长期牛市逻辑"仍然完好无损，明年芯片股 仍有可能是美股市场表现最亮眼板块之一。伴随牛市预测而来的，还有"2026年首选芯片股"榜单：英伟 达（Nvid ...

（原标题：美国众议院通过《Speed Act》 2026年?AI基建有望迈入加速阶段） 智通财经APP获悉，一项旨在简化人工智能基础设施建设许可流程与审批规则的重要立法已在美国众议 院获得通过。众议院以221票赞成，196票反对通过了《Speed Act》，这是一项美国两党代表共同提出 的关键法案，旨在让美国国内与AI基础设施建设以及大型数据中心所需电力系统与能源相关的许可审 批更容易获得。该法案现将提交参议院;参议院正在就更大范围的许可改革问题开展处理工作。 包括美光、OpenAI以及微软等在内的美国科技公司已公开表示支持《Speed Act》。 整体而言，《Speed Act》对包括谷歌和微软在内的美国四大云计算超级厂商的价值在"降低拿电与能源 配套工程的联邦政府许可尾部风险、提升交付确定性"，而不是"让数据中心建设一夜之间的建设进程实 质加速"。 对谷歌、甲骨文、微软、亚马逊这些在美国大规模新建或者扩建大型AI数据中心的"超大规模云计算厂 商们"而言，《SPEED Act》如果在参议院也通过并最终生效，最现实的意义是：把项目最关键的外部 约束——"拿到电、并上网、把能源基础设施建出来"的审批与诉讼不确定 ...

来源：环球网 【环球网科技综合报道】12月19日消息，英伟达首席执行官黄仁勋在近日接受福克斯商业频道采访时， 就市场关注的1000亿美元投资OpenAI计划作出明确回应，直言公司"尚未给过OpenAI一分钱"，意味着 这一备受瞩目的巨额投资目前仍未落地。 此次黄仁勋的表态澄清了市场对投资进度的疑问。值得注意的是，黄仁勋并未否定这一投资计划的可行 性，仅明确当前未实际拨付资金。业内分析认为，巨额投资的落地往往涉及复杂的条款协商、风险评估 等流程，双方可能仍在推进相关筹备工作。（旺旺） 作为全球AI芯片领域的领军企业，英伟达与AI巨头OpenAI的合作一直是行业焦点。此前，英伟达宣布 计划向OpenAI注资1000亿美元，这一规模庞大的投资承诺因双方在AI产业链中的核心地位，迅速引发 市场高度关注，不少行业人士推测此举将进一步巩固双方在AI领域的协同优势，推动生成式AI技术加 速迭代。 ...

周受资：字节、TikTok与三家投资者将设合资公司 TikTok CEO周受资在一封内部信中透露了TikTok美国业务最新进展。据称，字节跳动、TikTok与三家投 资者签署了协议，将成立新的TikTok美国合资公司，新公司名为TikTok美国数据安全合资有限责任公司 （ TikTok USDS Joint Venture LLC），将负责美国的数据保护、算法安全、内容审核和软件保障。而由 字节跳动全资控股的、TikTok在美的其他实体，将继续负责电商、广告、市场运营等商业活动和TikTok 产品的全球互联互通。协议相关事宜将在明年1月22日前完成。 腾讯回应"元宝AI"人工操作质疑 21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 12月18日，腾讯针对旗下AI产品元宝被质疑"回复评论由人工操作"一事作出回应，称一切带有"内容由 AI生成"字样的评论均由元宝AI生成，背后并无人工运营，也没有团队轮班。倘若评论文字后没有该标 识，则为真人回答。此次争议源于元宝在腾讯旗下多平台评论区的互动表现。 ...

Core Viewpoint - The article discusses the recent decision by former President Trump to allow Nvidia to sell H200 AI chips to China, but highlights that China may not be interested in purchasing them due to a desire for semiconductor independence and the perception that these chips represent outdated technology [1][3][7]. Group 1: Trump's Decision and Conditions - Trump announced that Nvidia could export H200 AI chips to China, but with conditions to ensure U.S. national security and a 25% government cut [3]. - Nvidia's CEO Jensen Huang expressed cautious optimism about the decision, noting that the government's cut would reduce potential profits from sales to China [3][6]. Group 2: China's Response and Strategy - White House AI advisor David Sachs indicated that the U.S. strategy to sell chips to China is failing, as China has rejected the H200 chips [5][6]. - China is reportedly focusing on enhancing its domestic semiconductor industry, with plans for a support program potentially worth between 200 billion to 500 billion [11]. - The rejection of U.S. chips is part of China's broader goal to achieve greater self-sufficiency in the semiconductor supply chain [11][13]. Group 3: Implications for U.S.-China Relations - The article suggests that the cooperation between the U.S. and China should be based on mutual respect and benefit, rather than manipulation [13]. - There is a growing trend among Chinese buyers to avoid U.S. products, indicating a shift in market dynamics [13].