Mei Ri Jing Ji Xin Wen·2025-07-18 02:34Group 1 - OpenAI has launched the ChatGPT Agent, which possesses autonomous thinking and action capabilities, allowing it to select appropriate tools from its skill set to complete complex tasks [1] - Nvidia's CEO Jensen Huang emphasized that China's open-source AI is a catalyst for global progress, and Nvidia has resumed supply to China [1] - Apple's new MLX framework for edge AI model training has integrated CUDA support, indicating Nvidia's dominance in the AI development ecosystem [1] Group 2 - Capital expenditures for cloud vendors in North America and China are expected to maintain high growth rates through 2025, with global AI computing infrastructure still on the rise [2] - The training volume for xAI's Grok4 has reached 100 times that of Grok2, with a significant focus on enhancing reasoning training [2] - Internet companies are increasingly integrating AI with traditional businesses, leading to rapid growth in reasoning computing power [2] Group 3 - Nvidia's supply chain has seen high growth rates in Q2, driven by the release of B-series chips and the development of sovereign AI [3] Group 4 - The ChiNext AI ETF (159388) represents the AI market well, focusing on software and semiconductor companies in addition to optical modules [4]