Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-08-12 00:01Group 1: Browser Competition - Microsoft announced a significant AI upgrade for its Edge browser, embedding the CoPilot assistant deeply into the browser [1] - Google is reportedly funding the Browser Choice Alliance (BCA) to accuse Microsoft of improperly promoting Edge using its Windows operating system monopoly [1] - Google holds a 68% share of the global desktop browser market, while Edge only accounts for 5% [1] Group 2: AI Achievements - OpenAI's internal AI reasoning system won a gold medal at the 2025 International Olympiad in Informatics (IOI), outperforming 98% of 330 top human competitors [2] - The AI system competed in an environment fully simulating human contestants [2] Group 3: Electric Vehicle Investment - Ford announced a $2 billion investment plan, raising its total investment in electric vehicles to $5 billion [3] - The investment aims to launch a series of affordable electric vehicles, addressing previous losses in its electric vehicle business [3] - The investment will convert Ford's Louisville, Kentucky plant from producing gasoline-powered Escape SUVs to a new electric vehicle product line [3] Group 4: Pharmaceutical Development - Novartis announced successful results from late-stage clinical trials for an experimental drug treating autoimmune diseases [4] - Patients with Sjögren's syndrome showed significant improvement after receiving Ianalumab treatment, with both trials meeting primary endpoints [4] Group 5: Chip Export Agreement - NVIDIA and AMD agreed to pay 15% of their revenue from chips sold to China to the U.S. government in exchange for export licenses [5] - NVIDIA will pay 15% of its revenue from H20 chips sold in China, while AMD will do the same for MI308 chips [5] - This revenue-sharing agreement for export licenses is unprecedented [5]