Mei Ri Jing Ji Xin Wen·2025-06-03 23:51Group 1 - Meta has signed a 20-year power purchase agreement with Constellation Energy to meet the electricity demands driven by the AI boom, starting from June 2027, purchasing approximately 1.1 GW of power from a nuclear reactor [2] - This marks Meta's first formal entry into the nuclear energy sector, as the company aims to increase its nuclear power capacity in the U.S. by 1 to 4 GW [2] Group 2 - Broadcom has officially launched the Tomahawk 6 series switch chips, achieving a record industry capacity of 102.4 Tbps per chip, which is double the bandwidth of existing Ethernet switch products [3] - The Tomahawk 6 is designed for the AI era, offering unprecedented performance and efficiency, and is already being integrated by several partners into next-generation switching platforms [3] Group 3 - OpenAI has opened the memory feature of ChatGPT to free users, allowing them to save and reference past conversations, although in a limited capacity compared to paid users [4] - This move is aimed at enhancing user engagement and maintaining subscription appeal through more robust memory capabilities for paid users [4] Group 4 - Nvidia has regained its position as the world's most valuable publicly traded company, surpassing Microsoft with a market capitalization of $3.45 trillion, following a 69% year-over-year revenue growth to $44.06 billion in the first fiscal quarter [5] - Nvidia's strong performance highlights the immense potential of the AI chip market, which may drive investment enthusiasm across related industries [5] Group 5 - Elon Musk has criticized Trump's "Big and Beautiful" budget proposal, claiming it will significantly increase the federal budget deficit to $2.5 trillion and burden American citizens with unsustainable debt [6][7] - Musk's strong opposition reflects internal divisions in U.S. fiscal policy and its potential impact on the economy and markets [6][7]