SoftBank Group and Ark Investment Management are in early talks to invest in a funding round that could value stablecoin issuer Tether Holdings at as much as $500 billion, Bloomberg News reported on F... ...

Investment Rating - The report suggests a positive investment outlook for the nuclear power sector, particularly focusing on small modular reactors (SMRs) as a key energy solution for AI data centers in the future [4][46]. Core Insights - The Canadian data center market is projected to experience exponential growth, with planned projects nearing 9GW [9]. - The demand for AI computing power is surging, benefiting cloud infrastructure service providers like Oracle, which reported a 54% year-on-year increase in cloud infrastructure revenue [8]. - The U.S. energy market is witnessing significant changes, including the approval of policies to accelerate interconnection for dispatchable generation [1]. Global Infrastructure and Construction Equipment - North America's data center vacancy rates have reached a historic low of 1.6%, indicating strong demand [7]. - The average price for 250 to 500 kW cabinets has increased by 2.5%, while those over 10 MW have seen a 19% rise due to high demand and limited power supply [7]. Global Electrical and Intelligent Equipment - The gas turbine price index in the U.S. increased by 3.43% year-on-year as of August 2025, reflecting a stable competitive landscape [13]. - The production price index for electric and special transformers in the U.S. was stable at 440.55, with a year-on-year increase of 2.5% [24]. Global Energy Industry - The U.S. is experiencing fluctuations in wholesale electricity prices, with a notable decrease of 2.54% in average spot prices [3]. - The NYMEX natural gas futures price was reported at $2.81 per million British thermal units, down 7.9% week-on-week [3]. Global New Materials - The spot price for uranium was $75.13 per pound in August 2025, reflecting a 6% increase month-on-month [3]. - The price index for steel pipes and stainless steel increased by 0.58% month-on-month, with a year-on-year growth of 7.85% [3]. Investment Recommendations - The report highlights the importance of nuclear power in the energy mix for AI operations, recommending companies like Entergy, Talen Energy, and Constellation Energy for investment [4]. - It suggests monitoring companies involved in energy equipment, such as Oklo and NuScale Power, as they are positioned to benefit from the growing demand for nuclear energy solutions [4].

当地时间9月25日，美股三大指数集体收跌，道指跌0.38%，纳指跌0.5%，标普500指数跌0.5%。 纳斯达克中国金龙指数收涨0.42%，热门中概股多数上涨，蔚来、小鹏汽车、哔哩哔哩涨超4%，百度、理想汽车涨超1%。 富时A50期指连续夜盘收跌0.26%，报15204点。 COMEX黄金期货收涨0.33%，报3780.5美元/盎司；COMEX白银期货收涨2.89%，报45.47美元/盎司。 个股上，甲骨文跌超5%；特斯拉跌超4%，市值一夜蒸发645亿美元（约合人民币4602亿元）；Meta跌超1%；苹果涨超1%。 英特尔大涨近9%。消息面上，英特尔公司已就获得苹果公司的投资事宜与其接触。知情人士称，此举是为加强这家目前部分由美国政府持股的芯片企业 的业务基础。这些知情人士表示，苹果与英特尔还讨论了如何进一步深化合作。相关磋商仍处于早期阶段，未必会达成协议。如果协议达成，这笔交易将 延续近期对英特尔的外部注资浪潮：上周，英伟达宣布出资50亿美元，并计划与英特尔在个人电脑与数据中心芯片上展开合作。上个月，日本科技巨头软 银集团也宣布向英特尔投资20亿美元。 知情人士还称，英特尔已与其他多家公司接触潜在的投资 与 ...

甲骨文跌超4% 甲骨文盘中跌超4%。消息面上，当地时间9月24日，甲骨文向美国证监会提交文件，启动180亿美元投资级债券发行。甲骨文称，债券发行所得款项可用 于一般公司用途，包括股票回购、偿还债务和收购。 | < W | 甲骨文(ORACLE) | | | | --- | --- | --- | --- | | ORCL.N | | | | | 293.870 | | 股本 28.42亿 市盈 67.1 量 1836.1万 | 万得 | | -14.590 -4.73% | | 换 0.65% 市值 8351亿 市净 34.57 | 참■ | | 盘中▼ 五日 | | 日K 朝冬 周K 月K | | | 普加 | | 均价:294.726 | | | 327.420 | | 6.15% 卖一 293.940 | 20 | | | | 买一 293.740 | 8 | | | | 11:40 293.895 | 100 | | | | 11:40 293.895 | 16 | | 308.460 | | 0.00% 11:40 293.870 | 102 | | | | 11:40 293.870 | 101 ...

Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index increased by 0.22% as of September 25, 2025, with notable gains from companies such as Jingwei Hengrun (up 6.46%) and Rongchang Bio (up 5.76%) [3] - The Sci-Tech 100 Index ETF (588030) also rose by 0.22%, with a latest price of 1.4 yuan, and has seen a cumulative increase of 2.73% over the past week [3] Group 2: AI Infrastructure Investment - Alibaba's CEO announced at the 2025 Alibaba Cloud Conference that the company is actively advancing a 380 billion yuan AI infrastructure project and plans to invest even more [4] - OpenAI, Oracle, and SoftBank revealed plans to build five new AI data centers in the U.S. under the "Gateway to the Stars" initiative, with total investments expected to exceed 400 billion dollars over the next three years [4] Group 3: Pharmaceutical Developments - Heng Rui Medicine announced a licensing agreement for its innovative drug SHR-A1811 with Glenmark Specialty S.A., receiving an upfront payment of 18 million dollars and potential milestone payments up to 1.093 billion dollars [4] Group 4: ETF Insights - The Sci-Tech 100 Index ETF has shown significant growth, with a recent increase of 385 million yuan in scale, ranking second among comparable funds [6] - The ETF's recent net inflow was 4.1263 million yuan, with a total of 183 million yuan net inflow over the last five trading days [6] Group 5: Sector Composition - The top three sectors in the Sci-Tech 100 Index are Electronics (37.51%), Pharmaceutical Biology (18.97%), and Power Equipment (12.8%), highlighting a strong focus on technology [6][7] - The top ten weighted stocks in the index account for 23.82% of the total index, indicating concentrated investment in key players [7]

OpenAI、甲骨文与软银今年1月在特朗普重返白宫第二天宣布"星际之门"项目，计划今后4年投资5000 亿美元，在美国建设支持人工智能发展的基础设施。 美国《华尔街日报》7月披露，该项目推进受阻，已下调目标，计划年底前只建造一座小型数据中心。 知情人士当时称，OpenAI与软银作为项目联合主导方，一直就选址等问题存在分歧。 新华财经北京9月24日电美国开放人工智能研究中心（OpenAI)23日宣布，其与美国甲骨文公司和日本 软银集团合作的"星际之门"项目将在美国新建5座人工智能数据中心。 OpenAI当天在其网站发布声明说，将与甲骨文公司在得克萨斯州沙克尔福德县、新墨西哥州唐娜安娜 县和美国中西部某地合作建造三座数据中心。设在得州阿比林市的"旗舰"数据中心也将扩容。另两座数 据中心则由OpenAI与软银合建，分别设在俄亥俄州洛兹敦市和得州米勒姆县。 声明说，这5座数据中心、阿比林市数据中心以及与美国云计算公司"核心编织"合作的其他项目，将 让"星际之门"项目今后三年内规划功率容量接近7吉瓦、投资额超过4000亿美元。 据报道，阿比林市长韦尔登·赫特认为，虽然数据中心的建设给当地带来一些就业机会，但其巨大的资 ...

Core Viewpoint - The article highlights significant investments in AI infrastructure by major companies, including OpenAI, Oracle, and SoftBank, with a total investment exceeding $400 billion over the next three years for new AI data centers in the U.S. [1][2][3] Group 1: AI Infrastructure Investments - OpenAI, Oracle, and SoftBank announced plans to build five new AI data centers in the U.S., with an expected investment of over $400 billion, aiming to enhance AI capabilities and support the "Stargate" project [2][3]. - The new facilities will significantly increase computational power, supporting services like ChatGPT, which already has 700 million weekly users [3][4]. - The collaboration among these companies is seen as a crucial step towards fulfilling their commitment to invest $500 billion in AI infrastructure over four years [3][4]. Group 2: Alibaba's AI Initiatives - Alibaba is also ramping up its AI infrastructure investments, with a three-year plan involving 380 billion yuan (approximately $53 billion) [1]. - The company announced a partnership with NVIDIA in the Physical AI sector, indicating a strategic move to enhance its AI capabilities [1]. Group 3: Micron Technology's Performance - Micron Technology reported a revenue of $11.315 billion for Q4 of fiscal year 2025, a 46% year-over-year increase, driven by strong demand for DRAM products, which accounted for 79% of total revenue [5][6]. - The company anticipates continued tight supply in the DRAM market and improving conditions in the NAND market, projecting Q1 2026 revenue between $12.2 billion and $12.8 billion, exceeding analyst expectations [6][7]. - Micron's CEO noted that the demand for storage chips, particularly HBM, is expected to grow significantly, with a projected increase in HBM shipments outpacing overall DRAM growth [7].

三家企业表示，上述5个AI数据中心，加上之前在得克萨斯州的旗舰数据中心以及与"核心编织"公司正 在推进的合作项目，总计可使"星际之门"项目达到近7千兆瓦的计划容量，未来三年内投资将超过4000 亿美元。 据开放人工智能研究中心官网发布的新闻公报，新建的5个数据中心中，最新宣布的两个分别位于俄亥 俄州和得克萨斯州，由软银集团和开放人工智能研究中心合作开发，可在未来18个月内扩展至1.5千兆 瓦容量。 开放人工智能研究中心今年7月和甲骨文公司达成协议，未来5年投资超过3000亿美元，在得克萨斯州、 新墨西哥州和美国中西部某地合作开发3个共计4.5千兆瓦容量的数据中心。 新华财经旧金山9月24日电（记者吴晓凌 熊茂伶）美国开放人工智能研究中心、甲骨文公司和日本软银 集团23日联合宣布，三家企业联手打造的"星际之门"项目将在美国新建5个AI（人工智能）数据中心。 美国总统特朗普今年1月在白宫宣布，三家企业联手打造"星际之门"项目，投资5000亿美元用于在美国 建设支持AI发展的基础设施。 （文章来源：新华社） ...

Group 1 - OpenAI, Oracle, and SoftBank announced plans to build five new data centers in the U.S. as part of the $500 billion Stargate project aimed at advancing artificial intelligence capabilities [1][2] - The new data centers will be located in Shackelford County, Texas; Dona Ana County, New Mexico; and an undisclosed site in the Midwest, with two additional centers in Lordstown, Ohio, and Milam County, Texas [2] - The project is expected to create approximately 25,000 onsite jobs [2] Group 2 - The Stargate initiative aims for a total capacity approaching seven gigawatts, with over $400 billion in investments planned over the next three years, and a long-term goal of reaching 10 gigawatts [3] - OpenAI CEO Sam Altman emphasized the necessity of building the compute infrastructure to unlock the full potential of AI [4] - Oracle's CEO highlighted the company's AI infrastructure as crucial for OpenAI's rapid growth [5] Group 3 - The U.S. administration supports the Stargate project as a means to maintain national security and global competitiveness against rivals like China [6] - Nvidia announced plans to invest up to $100 billion in OpenAI, providing advanced chips to support the Stargate rollout, which will include deploying 10 gigawatts of Nvidia-powered systems for AI training and inference [7] - The deal with Nvidia is seen as a pivotal moment in the AI arms race, pressuring competitors like Meta, Amazon, Alphabet, and Microsoft to increase capital spending [8]

开放人工智能研究中心今年7月和甲骨文公司达成协议，未来5年投资超过3000亿美元，在得克萨斯州、 新墨西哥州和美国中西部某地合作开发3个共计4.5千兆瓦容量的数据中心。 新华社旧金山9月23日电（记者吴晓凌 熊茂伶）美国开放人工智能研究中心、甲骨文公司和日本软银 集团23日联合宣布，三家企业联手打造的"星际之门"项目将在美国新建5个AI（人工智能）数据中心。 据开放人工智能研究中心官网发布的新闻公报，新建的5个数据中心中，最新宣布的两个分别位于俄亥 俄州和得克萨斯州，由软银集团和开放人工智能研究中心合作开发，可在未来18个月内扩展至1.5千兆 瓦容量。 三家企业表示，上述5个AI数据中心，加上之前在得克萨斯州的旗舰数据中心以及与"核心编织"公司正 在推进的合作项目，总计可使"星际之门"项目达到近7千兆瓦的计划容量，未来三年内投资将超过4000 亿美元。 美国总统特朗普今年1月在白宫宣布，三家企业联手打造"星际之门"项目，投资5000亿美元用于在美国 建设支持AI发展的基础设施。（完） ...