瑞银：美国生成人工智能最新动态

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies covered Core Insights - The Trump administration has increased the tax credit for chipmakers from 25% to 30%, incentivizing investment in US projects and new facilities [2] - Major tech companies are lobbying for a 10-year ban on state regulation of AI to prevent inconsistent regional rules that could hinder innovation [3] - The Taiwanese government is investing approximately $3 billion in 10 AI projects focusing on applications, new technologies, and infrastructure [4] - Texas Instruments plans to invest $60 billion in semiconductor plants in the US, including new factories in Texas [4] - SK Group and AWS are collaborating on a 60,000 GPU data center in South Korea, which will be the largest of its kind in the country [5] - A dozen Latin American countries are working together to launch Latam-GPT, an AI model tailored to the region's cultural and linguistic diversity [6] - Amazon is set to invest around $13 billion in data centers in Australia, alongside investments in solar farms to support this infrastructure [7] Summary by Sections US Enterprise Hardware and Networking - The increase in the tax credit for chipmakers is expected to boost investment in US semiconductor projects [2] AI and Technology Investments - Tech companies are advocating for a moratorium on state-level AI regulations to streamline innovation efforts [3] - Taiwan's investment in AI projects highlights a strategic focus on technology development and infrastructure [4] - The collaboration between SK Group and AWS on a GPU data center signifies a significant investment in AI infrastructure in South Korea [5] - The initiative to create Latam-GPT reflects a growing interest in AI tailored to specific regional needs [6] Data Center Investments - Amazon's substantial investment in Australian data centers indicates a strong commitment to expanding its cloud infrastructure [7] - Texas Instruments' investment in semiconductor plants underscores the ongoing demand for hardware in the tech sector [4]