Di Yi Cai Jing·2025-10-31 00:11Core Insights - Recent capital expenditure activities by major overseas companies indicate a strong trend in the AI sector, with significant collaborations and agreements being established [1] Group 1: Major Collaborations - Google has entered into a multi-billion dollar partnership with Anthropic to provide large-scale computing power for AI model training and inference [1] - Oracle has secured a five-year agreement worth $300 billion with OpenAI, while also procuring GPUs from Nvidia and AMD [1] - OpenAI has established a total of 26GW data center deployment agreements with Nvidia, AMD, and Broadcom, along with a $22.4 billion computing power leasing agreement with CoreWeave [1] Group 2: Industry Outlook - The ongoing developments in the AI field reflect sustained high demand, which is likely to lead both domestic and international companies to continuously revise their capital expenditure upwards [1]