计算机行业全球AI产业跟踪：NVIDIA或参与马斯克旗下xAI融资

Investment Rating - The industry investment rating is "Overweight" [4] Core Insights - NVIDIA is in talks to participate in the financing round of Elon Musk's AI startup xAI, which has recently built 100,000 NVIDIA H100 GPUs in 122 days with the help of Supermicro [4][28] - Google has launched the Google Vids application, which integrates the Gemini large model to assist users in creating slides, writing video scripts, and generating storyboards [4][29] - Amazon is negotiating a multi-billion dollar investment in AI startup Anthropic, with conditions requiring the use of Amazon's self-developed chips for training AI models [4][30] Summary by Sections 1. Market Review (20241104-20241108) - Major global indices showed varied performance, with the Dow Jones up by 4.61%, NASDAQ by 5.74%, and the Shanghai Composite by 5.5% [13][14] 2. Global AI Industry Highlights 2.1 Key Company Earnings Disclosure Dates - Notable companies such as Netflix, Microsoft, and Amazon are set to disclose their earnings between October 16 and October 24, 2024 [22] 2.2 Other Major Events - NVIDIA's CEO Jensen Huang is expected to deliver a keynote speech at CES on January 6, 2025, where new RTX 50 series graphics cards may be announced [25] 3. Core Insights and Investment Recommendations 3.1 Core Insights - The AI industry is experiencing high demand, with data center infrastructure continuing to grow and AI applications being commercialized steadily [31] 3.2 Investment Recommendations - It is recommended to focus on companies such as Amazon (AMZN), Meta (META), Google (GOOGL), and Microsoft (MSFT) due to the favorable outlook for the large model industry chain [31]