Group 1 - Datadog's stock rose over 18% due to strong performance [1] - Snap's stock increased over 17% after Q3 revenue exceeded expectations and a $400 million deal with Perplexity AI [1] - DoorDash's stock fell over 11% as Q3 profits did not meet expectations [1] Group 2 - Google is launching its most powerful AI chip, Ironwood, which will be fully available in the coming weeks [1] - Ironwood is Google's seventh-generation Tensor Processing Unit (TPU) and is reported to be over four times faster than its predecessor [1] - The new Ironwood TPU can connect up to 9,216 chips in a single pod, eliminating data bottlenecks for demanding models [1] - Google is in a high-stakes competition with Microsoft, Amazon, and Meta to build future AI infrastructure [1] - Google's TPUs are custom chips that offer advantages in price, performance, and efficiency compared to NVIDIA's GPUs [1] Group 3 - Following the news, Google's stock rose over 1% [2] - Chinese concept stocks mostly increased, with Xpeng Motors up over 6%, Baidu up over 3%, and Alibaba up over 2% [2] Group 4 - On November 6, U.S. stock indices opened slightly lower, with the Dow down 0.18%, S&P 500 down 0.16%, and Nasdaq down 0.17% [3]
深夜 芯片大消息！巨头直线拉升！
Zheng Quan Shi Bao·2025-11-06 15:42