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深夜,芯片大消息!巨头直线拉升!

Group 1 - The U.S. stock market opened slightly lower, with the Dow Jones down 0.18%, S&P 500 down 0.16%, and Nasdaq down 0.17% [1] - Datadog's stock surged over 18% due to strong earnings 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 [2] - Ironwood is Google's seventh-generation Tensor Processing Unit (TPU) and is reported to be over four times faster than its predecessor [2] - Major clients, including AI startup Anthropic, plan to use up to 1 million new TPUs to run their Claude model [2] - The new Ironwood TPU can connect up to 9,216 chips in a single pod, eliminating data bottlenecks for demanding models [2] - Google is in a high-stakes competition with Microsoft, Amazon, and Meta to build future AI infrastructure [2] - Google's TPUs are custom chips that offer advantages in price, performance, and efficiency compared to NVIDIA's GPUs [2] Group 3 - Chinese concept stocks mostly rose, with Xpeng Motors up over 6%, Baidu Group up over 3%, and Alibaba up over 2% [4]