深夜大涨，英伟达突传重磅

Group 1: Nvidia's AI Chip Export Approval - The U.S. has approved Nvidia to export AI chips worth billions to the UAE, marking a significant step in a controversial agreement that may shape U.S. AI diplomacy [3][4] - This approval is the first of its kind since the Trump administration and signals progress on a bilateral AI agreement involving a large data center in Abu Dhabi [3][4] - The UAE has committed to invest $1.4 trillion in the U.S. over the next decade, with the U.S. planning to approve up to 500,000 advanced AI chips annually [4] Group 2: Funding for xAI - Elon Musk's xAI has secured up to $20 billion in funding, including a $2 billion equity investment from Nvidia [6][7] - The funding will primarily support the construction of a new data center project called "Colossus 2" and related computational infrastructure [7] - Nvidia's CEO expressed excitement about the investment, highlighting the ongoing transition from CPU to GPU-driven generative AI computing [7] Group 3: TSMC's Revenue Growth - TSMC reported a 31.4% year-over-year increase in September sales, with Q3 revenue expected to grow by 30% compared to the previous year, exceeding market expectations [10] - The company's strong performance is attributed to its role as a key beneficiary of AI technology development, serving major clients like Nvidia and Apple [10] - TSMC's stock has risen 54% year-to-date, with analysts raising target prices for the stock based on anticipated revenue growth [11]