科股早知道：英伟达发布Spectrum-XGS以太网，打造十亿瓦级AI超级工厂

Group 1 - NVIDIA recently launched the NVIDIA Spectrum-XGS Ethernet, which can combine multiple distributed data centers into a one billion-watt AI super factory [2] - The release of Spectrum-XGS Ethernet continues NVIDIA's series of network innovation technologies, enabling millions of GPUs located in different places to be combined into an AI factory, breaking through the limits of large-scale AI infrastructure performance and efficiency while reducing energy consumption and operating costs [2] - Shanxi Securities reported that recent performance releases from NVIDIA's industry chain leaders (such as Hon Hai Precision Industry, Zhongji Xuchuang, Lumentum, and Amphenol) have led investors to raise their earnings expectations for 2026 [2] Group 2 - DingTalk launched the next-generation AI office application form, DingTalk ONE, designed as a unified entry for human-AI dialogue through natural language [3] - The emergence of intelligent agents, which can autonomously perceive, make decisions, and execute tasks, marks a significant advancement in artificial intelligence towards higher levels of autonomous intelligence [3] - Guosheng Securities noted that recent advancements in models from companies like DeepSeek/OpenAI are beneficial for the implementation of agents, which are a key direction in the current large model industry [3]