Sou Hu Cai Jing·2025-06-16 05:46Group 1: Industry Insights - Nvidia CEO Jensen Huang responded to Ren Zhengfei's recent remarks, emphasizing that while Nvidia's technology is a generation ahead, the parallel nature of AI technology means that performance can be achieved with more computers, highlighting China's capability to meet its own market demands with sufficient energy and chips [4] - Xpeng Motors claims to have developed a more powerful autonomous driving chip than Nvidia's, with plans to integrate its Turing AI chip into Volkswagen's upcoming models in China [5] - Baidu has launched its largest AI talent recruitment initiative, expanding job openings by over 60% compared to last year, focusing on cutting-edge AI fields such as large model algorithms and machine learning [6] Group 2: Corporate Developments - Saimo Electronics announced the sale of a 45.24% stake in Swedish Silex Microsystems AB for 2.375 billion Swedish Krona (approximately 1.783 billion RMB), retaining two board seats and the right to participate in major decision-making [7] - Apple confirmed quality issues with a small number of Mac Mini devices equipped with M2 chips, offering free repair services for affected units produced between June 16, 2024, and November 23, 2024 [8] - OpenAI plans to continue its collaboration with Scale AI, which is crucial for developing its advanced tools like ChatGPT, amidst changing dynamics with other tech giants [11] Group 3: Investment and Economic Impact - Amazon announced a plan to invest AUD 20 billion in Australia from 2025 to 2029 to expand its data center infrastructure, marking the largest global tech investment in Australia [12] - Micron Technology plans to invest over USD 200 billion in semiconductor manufacturing in the U.S., which is expected to create approximately 90,000 direct and indirect jobs [14] - DRAM prices have been rising continuously, with a 10% increase in May, driven by expectations of production cuts and shortages from major manufacturers like Samsung, SK Hynix, and Micron [18]