Masayoshi Son, founder, chairman and CEO of SoftBank Group Corp. has claimed that he did want to sell stake in Nvidia but needed the money to fund investments in OpenAI and other artificial intelligence projects.Speaking at the FII Priority Asia forum on 1 December, Masayoshi Son explained his decision to sell Nvidia stake and also doubled down on AI investments, dismissing concerns over a bubble.SoftBank's move last month came as a surprise and fueled concerns that AI bubble has overvalued tech stocks.‘Was ...

来源：问董秘 投资者提问： 尊敬的投资者您好，感谢您对公司的关注。公司目前在服务器、终端设备领域研发的散热产品包含导热 材料及各类散热模组、风扇、3D VC散热器、特种散热器、单相液冷冷板模组、两相液冷冷板模组等。 数据中心、服务器客户包括：H公司、中兴、思科、浪潮、大唐移动、烽火超微、新华三、超聚变、联 想、纬创、纬颖、仁宝、华硕、东方通信、神州鲲泰及其他重要客户等。公司产品种类非常广泛，能够 满足不同客户的不同产品、不同使用环境场合及不同使用等级等方面的需求，且公司在液冷散热领域也 已展现出显著的技术优势，在业务推进上取得了显著进展。关于公司生产经营、技术成果及业务开展等 情况，请持续关注公司披露的相关公告。未来，公司将持续加大对液冷相关产品的研发及技术创新投 入，不断探索和深化液冷技术在各个领域的应用，以推动公司产业进步和满足市场需求。谢谢。 查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 26年英伟达GB300要升级到双通道液冷，液冷发展逐步提速。请问公司25年液冷板产能有多少？如果飞 荣达加入微通道液冷供货，公司能快 ...

The company plays a key role in the AI boom.Nvidia (NVDA +0.88%) has helped investors take serious steps along the path to wealth -- and with a gain of more than 21,000% over the past decade, it's clearly made some early investors multimillionaires. This is because the company emerged as the world's dominant designer of chips powering the high-growth industry of artificial intelligence (AI).From today's higher levels, I wouldn't expect Nvidia stock to deliver a repeat performance over the next few years, bu ...

Group 1 - The National Development and Reform Commission and other departments encourage local governments to utilize computing power vouchers, model vouchers, and data vouchers to provide convenience and discounts in computing power, algorithms, and data [1] - The Shanghai Cyberspace Administration has guided platforms like Xiaohongshu and Bilibili to self-check and clean up over 40,000 pieces of illegal and harmful information related to the real estate market [1] - Major US stock indices closed higher, with Intel rising over 8% and Boeing soaring over 10% [1] - WTI January crude oil futures fell over 1.14%, closing at $58.64 per barrel [1] - The US SEC chairman plans to introduce new capital market regulations in January to encourage more companies to go public [1] - Amazon has launched its latest AI chip, challenging Nvidia and Google [1] - The scale of US money market assets has surpassed $8 trillion for the first time [1] - The OECD has raised China's economic growth forecast for 2025 to 5% [1] Group 2 - A-share new account openings in November reached 2.38 million, a month-on-month increase of 3% but a year-on-year decrease of 12% [1] - Hong Kong's total value of residential sale and purchase agreements in November increased by 1.2% month-on-month but decreased by 9.8% year-on-year [1] - The order volume for effective drugs against influenza has surged nearly 9 times, indicating that the flu is at a moderate epidemic level nationwide [1] - Dragon Power Technology is communicating with customers regarding the reasons for the price increase of lithium iron phosphate [1] - Tianfu Communication's directors and executives plan to reduce their holdings by no more than 0.0611% of shares [1]

近几个月，越来越多的AI企业正寻求供应商多元化，据报道，Meta Platforms正与谷歌洽谈采购数十亿 美元的TPU芯片，OpenAI则与英伟达竞争对手AMD及定制芯片设计商博通达成合作。 Trainium3已获得包括Anthropic、Decart在内的多家客户采用。 AI视频初创公司Decart联合创始人兼CEO Dean Leitersdorf表示，在测试多种竞争芯片包括英伟达处理 器后，Trainium3帮助其实现了技术突破，视频生成帧率提升至其他芯片的四倍。 又一家大型科技公司进军英伟达领地。 周二，亚马逊云服务(AWS)正式推出第三代定制AI芯片Trainium3，直接瞄准英伟达主导的GPU市场。 这家云计算巨头宣称，新芯片性能较上一代提升四倍，与同等GPU系统相比，可将AI模型训练和运行 成本降低最多50%。 尽管如此，新入局者的进展并不意味着AI企业放弃英伟达芯片。AWS的许多大客户同时也是英伟达的 买家，但这一趋势表明英伟达近乎垄断的地位可能不会永久持续。 定制芯片挑战GPU霸主 AWS通过旗下Annapurna Labs定制芯片设计业务推出的Trainium3，在性价比上打出差异化竞争 ...

目前，OpenAI的采购仍主要通过微软、甲骨文等云合作伙伴间接完成，而不是通过9月意向书中规划的直接采购路径。 OpenAI"确实想改为直接采购"，Kress说， 英伟达首席财务官Colette Kress周二表示，公司预计到2026年的Blackwell和Rubin人工智能芯片5000亿美元预订额中，不包含目前与OpenAI就下 一阶段合作正在进行的任何工作。她同时透露，英伟达与OpenAI在9月公布的最多1000亿美元投资协议仍未达成最终版本，OpenAI有意转向直接采 购，双方仍在谈判最终协议。 英伟达首席财务官Colette Kress周二表示，到2026年Blackwell和Rubin人工智能芯片的5000亿美元预订额中，不包括该公司目前正就OpenAI下一阶段 协议所做的任何工作，并且透露英伟达与OpenAI之间此前公布1000亿美元的投资协议仍未最终敲定。 英伟达9月公布了一份向OpenAI投资的意向书，根据协议内容，英伟达将为OpenAI部署至少10吉瓦的英伟达系统，其规模足以为超过800万户美国家 庭供电。英伟达承诺随着每批次系统上线，将向OpenAI投资最多1000亿美元。这一消息曾推动A ...

Core Insights - Google is narrowing the gap with OpenAI across multiple dimensions, with Gemini's downloads reaching 100.8 million in November compared to ChatGPT's 67.8 million [1][3]. - User engagement on Gemini has surpassed that of ChatGPT and other competitors, indicating a shift in user preference [5][7]. - OpenAI has initiated a "red alert" to focus resources on improving ChatGPT in response to the competitive pressure from Google's Gemini [1][19]. User Engagement and Market Dynamics - Gemini's monthly downloads reached 100.8 million, while ChatGPT's stood at 67.8 million, showcasing a significant increase in user acquisition for Google [3][21]. - Since the release of Gemini 3, ChatGPT's daily active user count has decreased by 6%, reflecting the competitive impact on OpenAI [7][19]. - OpenAI still maintains over 800 million weekly active users, but there is a noticeable trend of users migrating to Google [22]. Technological Advancements - UBS analyst Tim Arcuri highlighted that Google's upcoming TPU chip, Ironwood, poses a substantial challenge to Nvidia, with Google enjoying increased attention due to its TPU products [2][18]. - The Ironwood chip is optimized for large language models and advanced reasoning tasks, significantly enhancing performance compared to previous TPU generations [12][14]. - Ironwood's specifications indicate a substantial increase in computational power and memory capacity, which could further solidify Google's position in the AI market [15]. Competitive Landscape - OpenAI is facing mounting pressure from various competitors, including Anthropic, which is gaining traction among enterprise clients [22]. - The release of Gemini AI models has led to a surge in Alphabet's stock price, reflecting investor confidence in Google's competitive positioning [19]. - Nvidia has responded to the TPU challenge by emphasizing its strong relationship with Google Cloud and the need for extensive workload optimization for TPU integration [23]. Future Outlook - OpenAI has committed approximately $1.4 trillion in investments for its data center projects over the next eight years to maintain its industry leadership [23]. - The competitive landscape is evolving, with Google and OpenAI both making strategic adjustments to enhance their offerings and user experiences [1][19]. - The market is closely monitoring whether Nvidia will face similar competitive pressures as it continues to dominate the AI chip sector [23].

一、国际新闻 美国石油协会（API）数据显示，上周美国原油库存增加248万桶，前一周为减少185.9万桶。 美股市场方面，12月2日（周二）三大指数集体收涨，道指涨0.39%，纳指涨0.59%，标普500涨0.25%。 大型科技股多数上涨，英特尔涨超8%，苹果、高通涨超1%，英伟达与亚马逊云科技（AWS）深化全栈 合作，但股价盘中回吐涨幅，最终涨0.6%；AMD、博通、特斯拉小幅下跌。 热门中概股多数下跌，纳斯达克中国金龙指数跌0.65%，小鹏汽车跌近8%，爱奇艺跌超3%，亚朵集 团、老虎证券等少数个股上涨。 公司动态方面，微软宣布每股0.91美元的季度股息；高通高管在瑞银会议上表示，2026年下半年将推出 智能手机计算架构"重大变革"；英伟达首席财务官透露，截至2026年Blackwell与Rubin系列AI芯片订单 额达5000亿美元，且不认为AI领域存在泡沫，预计2030年数据中心基础设施规模可达3-4万亿美元。 印度航空因第三方系统故障导致多个机场值机系统受影响，多家航空公司航班延误。 地缘政治与宏观政策方面，俄罗斯与美国近期互动频繁，普京会见美国特使维特科夫及特朗普女婿库什 纳，双方就乌克兰问题举行 ...

Amazon challenges competitors with on-premises Nvidia ‘AI Factories’ https://t.co/ZvEsqG8xex ...

公众号记得加星标⭐️，第一时间看推送不会错过。 亚马逊网络服务 (AWS) 预览其下一代 Trainium AI 加速器 Trainium3 至今已近一年。今天，这款芯 片正式面世。在 AWS re:Invent 大会上，该公司宣布 Amazon EC2 Trn3 UltraServer 正式上线，这 是首批基于这款新芯片构建的系统，并作为其弹性计算云 (EC2) 服务的一部分提供。 Trainium3 由台积电采用 3 纳米工艺制造，单芯片可提供 2.52 PFLOPs 的 FP8 计算能力。该器件集 成了 144 GB 的 HBM3e 显存，提供 4.9 TB/s 的内存带宽。AWS 向HPCwire表示，这些性能提升源 于架构的改进，旨在平衡现代 AI 工作负载的计算、内存和数据传输。该公司表示，Trainium3 新增 了对 FP32、BF16、MXFP8 和 MXFP4 的支持，并增强了对结构化稀疏性、微扩展、随机舍入和集 体通信引擎的硬件支持。该公司称，这些新增功能旨在使芯片更好地适应 LLM、混合专家架构和多 模态系统的训练模式。 这些改进概述了芯片层面的新特性，但AWS表示，真正的规模优势在于 ...