Are Google's tensor processing units a serious competitor to Nvidia's AI chips? Here's what to know https://t.co/JmItPUWMFi ...

2025 年 11 月 26 日 开源晨会 1126 ——晨会纪要 沪深300 及创业板指数近1年走势 -16% 0% 16% 32% 48% 64% 沪深300 创业板指 晨 会 纪 数据来源：聚源 昨日涨跌幅前五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 通信 | 3.539 | | 传媒 | 2.847 | | 有色金属 | 2.418 | | 综合 | 2.206 | | 电子 | 2.137 | | 数据来源：聚源 | | 观点：双轮驱动下，科技与周期阶段性再平衡 从 10 月最后一周开始，我们观点发生变化：双轮驱动下，科技与周期再平衡，反 内卷下周期机会凸显。三个原因：①从三季报表现来看，科技与周期在 Q3 实现 同步发力——两翼齐飞；②高贝塔行情下，科技今年以来已经累计较多涨幅；③ 机构仓位于科技上较为集中，上行较快。我们认为，再平衡阶段或将持续 1-2 个 月，但展望 2026 年，风格会相对更加均衡：其中，科技依然具备中长期占优的条 件，顺周期的主要机会在 PPI，红利风格在 2026 年会优于 2025 年。 行业公司 【通信】阿里云营收增速再创新高，阿里资本 ...

So these would be TPUs apparently. Tom as opposed to Nvidia's GPUs. How are they different.Are they better for the likes of inferencing, for example. Yes. They were developed in-house by Alphabet, the parent company of Google.Of course, if Google about ten years ago and they have since been adapted, they can continue to be adapted because, of course, Google, as well as having its own chips, also has its own large language model, Gemini, of course. So there's this feedback loop between how the model performs ...

| 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 46627.40 | 179.13 | 0.39% | | 纳斯达克指数 | 22789.42 | -82.59 | -0.36% | | 标普500 | 6700.93 | -4.19 | -0.06% | 编辑 ｜ 钉钉 中概股多数上涨，小马智行涨超5%，禾赛科技涨逾4%，蔚来跌超2%。 11月25日，美股三大指数开盘涨跌不一，道指涨0.39%，标普500指数跌0.06%，纳斯达克综合指数 跌0.36%。 科技股涨跌互现，谷歌涨2.6%，再创历史新高；博通涨超2%。AMD跌逾6%，英伟达跌超4%。 ...

11月25日，美股三大指数开盘涨跌不一，道指涨0.28%，标普500指数跌0.09%，纳指跌0.41%。 阿里美股盘前涨超2%。 谷歌涨2.6%，再创历史新高，市值距4万亿美元仅一步之遥。英伟达跌超4%，报道称谷歌人工智能芯片 TPU获Meta洽购，价值数十亿美元。 【台积电起诉前资深副总经理罗唯仁，指控其可能向英特尔泄露商业秘密】 公司消息 台积电11月25日公告称，已向智慧财产及商业法院提出对前资深副总经理罗唯仁的诉讼。台积电称，罗 唯仁今年早些时候从台积电退休后，并未说明，随即加入英特尔，高度可能使用或泄露、告知、交付或 移转台积电营业秘密及机密资讯予英特尔公司，因此台积电有采取法律行动（包含违约赔偿）之必要。 【阿里巴巴：2026财年第二季度财报营收2,478.0亿元 同比增长4.8%】 阿里巴巴集团发布2026财年第二季度财报，第二季度营收2,478.0亿元，同比增长4.8%，预估2,452亿 元；2026财年第二季度财报调整后每ADS收益 4.36元，预估6.34元；2026财年第二季度财报中国电商事 业集团收入1,325.8亿元；调整后净利润103.5亿元，预估168亿元。 财报显示，第七代Ro ...

谷歌A涨近2%，总市值逼近4万亿美元，Meta据报考虑斥资数十亿美元购买谷歌TPU。 阿里巴巴涨超2%，第二财季营收超预期，AI+云与消费两大核心业务实现强劲增长。 (格隆汇) 美股开盘，三大指数涨跌不一，纳指跌0.33%，标普500指数跌0.1%，道指涨0.27%。 英伟达跌4.5%，"大空头"Michael Burry称"英伟达就是当年的思科"，警告市场正面临灾难性的过度供应 与折旧陷阱。 ...

Nvidia (NVDA) stock as much as 5% in early trading on Tuesday after a report that the AI chipmaker could soon see greater competition from its own customer, Google (GOOG, GOOGL). The Information reported Monday that Google is in talks with Meta (META) for the Facebook parent to spend billions of dollars to use its AI chips in data centers in 2027. This would represent a big change in Google’s current chip business, which see the tech giant rent access to its chips called TPUs (tensor processing units) to ...

1. 11月25日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.08%，标普500指数期货跌0.14%，纳指期货跌 0.25%。 | ■ US 30 | 46,408.80 | 46,486.30 | 46,352.00 | -39.50 | -0.08% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,695.80 | 6.711.50 | 6,685.60 | -9.30 | -0.14% | | = US Tech 100 | 24,812.60 | 24,917.90 | 24.754.10 | -61.30 | -0.25% | 2. 截至发稿，德国DAX指数跌0.10%，英国富时100指数涨0.04%，法国CAC40指数涨0.16%，欧洲斯托克50指数跌0.11%。 | 德国30 | 2025年12月 | 23,275.30 | 23,337.00 | 23,176.80 | -23.70 | -0.10% | | --- | --- | --- | --- | --- | --- | --- | | 法国40 | 2 ...

| 末尾位数 | 中签号码 | | --- | --- | | 末"4"位数 | 5878, 0878, 9856 | | 末"5"位数 | 82351, 62351, 42351, 22351, 02351, 01433 | | 末"6"位数 | 531423, 031423, 735823 | | 末"7"位数 | 7314483, 9814483, 4814483, 2314483 | | 末"8"位数 | 50424341, 12313399, 54014918, 63005163, 88007204, | | | 17371775, 27066860, 12908735, 58145735 | 11月25日晚间，被市场视为"中国版英伟达"摩尔线程，发布首次公开发行股票并在科创板上市网下初步配售结果及网上中签结果公告。 公告称，本次发行战略配售的缴款及配售工作已结束，本次发行的参与战略配售的投资者均按承诺参与了本次发行的战略配售。经确认，《发行公告》中 披露参与战略配售的投资者参与本次发行的战略配售有效。本次发行最终战略配售结果如下。中签结果如下。 | 序 | 参与战略配售的投资 | 参与战略配售的投 ...

Core Insights - RedCloud Holdings plc is actively engaging in global conferences to promote its AI-driven trading platform, RedAI, aimed at the Fast Moving Consumer Goods (FMCG) industry [1][2][3] Group 1: Company Initiatives - CEO Justin Floyd will participate in two major AI summits in Tokyo and Doha, highlighting the company's commitment to AI infrastructure in the FMCG sector [2][4] - The company recently announced a next-gen agentic AI experience for RedAI, which is expected to enhance algorithmic trading capabilities across supply chains [3][8] - RedCloud has successfully doubled its customer base year-over-year in the first half of 2025 and launched a joint venture in Saudi Arabia, indicating a scalable global expansion model [8] Group 2: Industry Context - The FMCG industry faces a significant $2 trillion global inventory gap, which RedCloud aims to address through its innovative platform [3][8][12] - The global FMCG market is projected to grow from $14.6 trillion in 2025 to $19.7 trillion by 2033, presenting substantial opportunities for companies like RedCloud [12] - The participation in high-profile summits with industry leaders such as NVIDIA, Google, and Amazon underscores the importance of AI infrastructure for transforming the FMCG industry [5][6]