Zheng Quan Shi Bao·2025-10-04 06:52Group 1: Major Acquisition News - BlackRock's GIP is in advanced talks to acquire Aligned Data Centers, with a potential deal value of up to $40 billion, which could become one of the largest transactions of the year [1][3][4] - Aligned, supported by Macquarie Group, is valued at approximately $40 billion in this transaction, and GIP is also considering other large acquisitions, including the power company AES Group, valued at around $38 billion [3][4] Group 2: AI Developments and Market Trends - OpenAI's new video social application Sora has topped the Apple App Store's "Top Free Apps" chart, indicating strong market interest in AI-driven applications [2][5] - Sora allows users to generate short AI videos and remix content, showcasing OpenAI's move towards social media products and potential new advertising revenue streams [6][10] - The AI chip manufacturer Cerebras has withdrawn its IPO plans after recently raising over $1 billion in funding, reflecting a strategic shift towards cloud services rather than hardware sales [8][9] Group 3: Industry Insights and Concerns - The surge in valuations for AI-related companies has raised concerns among market observers about the sustainability of these valuations, especially as AI services have not yet become mainstream [4] - The recent activity in the IPO market, particularly for AI-related stocks, indicates a renewed investor interest, despite the ongoing government shutdown affecting regulatory bodies [8][9]