20cm速递｜创业板人工智能ETF国泰（159388）盘中领涨超1.8%，AI商业化进程正加速落地

Group 1 - Google has launched its most powerful and energy-efficient accelerator, Ironwood, which is expected to enhance its AI infrastructure capabilities [1] - Meta plans to integrate Google's TPU into its data centers by 2027, with a potential deal size reaching several billion dollars [1] - The commercialization of AI software is accelerating, addressing concerns about the sustainability of AI investments [1] Group 2 - North American infrastructure/cloud service providers are increasingly collaborating with OpenAI, indicating a persistent demand for data center hardware [1] - The growth potential in the communication equipment sector is noteworthy and warrants close attention [1] - The Guotai AI ETF (159388) tracks the AI index (970070) and has seen a daily fluctuation of 20%, reflecting the performance of AI-related companies in the ChiNext market [1]