英伟达宣布和三星共建AI工厂

Market Overview - The three major U.S. stock indices recorded gains both this week and this month, with the Dow Jones up 0.75%, S&P 500 up 0.71%, and Nasdaq up 2.24% for the week [3] - For October, the Dow Jones increased by 2.51%, S&P 500 by 2.27%, and Nasdaq by 4.7%, marking six consecutive monthly gains for the Dow and S&P 500, and seven for Nasdaq [3] Federal Reserve Insights - Multiple Federal Reserve officials expressed opposition to the recent interest rate cut decision, emphasizing that a December rate cut is not guaranteed [3][4] - Fed officials highlighted challenges in the labor market and indicated that maintaining some policy restrictions is necessary to reduce inflation [3] - Fed Governor Waller stated that despite the government shutdown, the Fed can still access ample data to guide monetary policy, suggesting a potential rate cut in December based on data [4] Amazon's Performance - Amazon's third-quarter net sales reached $180.169 billion, a 13% year-over-year increase, with net profit rising by 38% to $21.187 billion [6][8] - The company's earnings per share rose to $1.95 from $1.43 a year earlier, exceeding Wall Street expectations, which led to a nearly 10% increase in its stock price [6][8] Nvidia's Developments - Nvidia announced plans to collaborate with Samsung to establish an AI manufacturing facility in South Korea, involving the deployment of up to 260,000 GPUs [8] - The partnership includes significant investments in AI technology, with Samsung set to procure over 50,000 Nvidia GPUs for its AI chip cluster [8] - Nvidia's CEO highlighted the potential of the Chinese market, estimating a $50 billion opportunity this year, which could grow to several hundred billion by the end of the decade [9]