Chan Ye Xin Xi Wang·2025-09-23 05:22Group 1 - The U.S. and China are in communication regarding the TikTok agreement, with President Trump aiming to finalize it during the upcoming APEC summit [1][2] - Trump's new visa policy has raised concerns among tech companies, increasing the H-1B visa application fee to $100,000, effective September 21 [3] - The U.S. and the UK signed the "Technology Prosperity Agreement," focusing on collaboration in AI, quantum computing, and civil nuclear energy, with U.S. tech firms committing £31 billion to enhance the UK's AI infrastructure [4] Group 2 - The EU is advancing the "Financial Data Access" (FiDA) regulation, which requires banks to share customer data with third parties upon authorization, with Germany proposing to exclude major U.S. tech companies from this system [6][7] - DeepSeek's R1 model training cost is reported to be only $294,000, significantly lower than competitors, raising discussions about China's position in the global AI field [8][10] - DeepSeek has upgraded its online model to DeepSeek-V3.1-Terminus, improving language consistency and agent capabilities [11][12] Group 3 - Nvidia and OpenAI have announced a partnership involving an investment of up to $100 billion to co-build large-scale data centers, with Nvidia expected to deliver chips by the end of 2026 [17][18] - Oracle is negotiating a $20 billion cloud computing deal with Meta Platforms, indicating Oracle's growing role as a key infrastructure provider [22] - OpenAI plans to spend $100 billion on backup servers over the next five years, with total server leasing expenses projected to reach $350 billion from 2025 to 2030 [23][24] Group 4 - BYD has significantly expanded its dealer network in Spain, increasing from 25 to nearly 100, and is projected to capture over 10% of the Spanish electric vehicle market by 2025 [46][48] - Tesla has received permission to test autonomous vehicles in Arizona, marking a key step in expanding its Robotaxi business [52] - BMW has initiated prototype testing for its third-generation hydrogen fuel cell system, set to enter mass production in 2028 [53] Group 5 - The Chinese Ministry of Industry and Information Technology aims to develop over 10 million satellite communication users by 2030, promoting high-quality growth in the satellite communication industry [59] - SpaceX is collaborating with chip manufacturers to develop technology for direct mobile connections to its Starlink satellite internet service [63][64] - Rainbow Rare Earths has made significant progress in its South Africa project, enhancing product quality and reducing costs through improved processing steps [78]