Mei Ri Jing Ji Xin Wen·2025-11-05 00:01Group 1: Nvidia and Deutsche Telekom Data Center Investment - Nvidia and Deutsche Telekom announced a joint investment of €1 billion (approximately $1.2 billion) to build a data center in Munich, Germany, aimed at enhancing AI infrastructure in Europe [1] - The project is expected to deploy up to 10,000 GPUs, increasing Germany's AI computing capacity by approximately 50% [1] - This initiative is considered one of the largest AI infrastructure investments in Europe, representing a significant step for Germany to develop its local AI ecosystem and compete with the US [1] Group 2: Michael Burry's Short Positions - Hedge fund manager Michael Burry disclosed significant short positions in Nvidia and Palantir, with nominal values of $186 million and $912 million respectively, totaling 80% of his portfolio [2] - Burry's actions indicate concerns about a potential bubble in the AI sector, as both stocks experienced declines following the news [2] - The report highlights Burry's strategy to capitalize on perceived overvaluations in the AI market [2] Group 3: Apple's Low-Cost Mac Strategy - Apple is preparing to launch a low-cost Mac computer priced under $1,000, targeting consumers currently using Chromebooks and entry-level Windows laptops [3] - The new device is aimed at students, business professionals, and general users, focusing on basic tasks like web browsing and document processing [3] - This move is part of Apple's strategy to address the declining demand in the consumer electronics market and seek new growth opportunities [3] Group 4: Amazon's Legal Action Against Perplexity - Amazon has issued a cease-and-desist letter to AI startup Perplexity, accusing it of using AI agents to shop on its platform in violation of service terms [4] - The letter claims that Perplexity's AI tool undermines the shopping experience and introduces privacy risks [4] - Perplexity's response suggests that Amazon's actions are aimed at protecting its advertising and product recommendation business [4] Group 5: Amazon's Undersea Cable Project - Amazon is constructing its first wholly-owned undersea cable, named Fastnet, connecting Maryland, USA, to Cork, Ireland, expected to be operational by 2028 [5][6] - The cable will have a transmission capacity exceeding 320 terabits per second, equivalent to streaming 12.5 million HD movies simultaneously [6] - This project aims to meet the growing demand for cloud computing, AI, and edge computing services within AWS [6]