美股研究社·2025-05-20 12:14Core Insights - The article discusses the rapid development of artificial intelligence (AI) technology and its implications for various companies and market trends, highlighting significant partnerships and advancements in the AI sector [1]. Group 1: Company Developments - NVIDIA's CEO Jensen Huang criticized U.S. chip regulation policies, stating they are counterproductive to maintaining U.S. leadership in technology [3]. - Google has decided not to offer AI search options to publishers, complicating the training of AI models due to the potential need for licensing agreements [3]. - Microsoft announced the integration of Elon Musk's xAI models into its cloud services, expanding its AI offerings to over 1,900 models from various partners [4]. - Mizuho Securities raised performance expectations for AMD and Super Micro Computer based on significant partnerships in the Middle East, including a $20 billion deal for Super Micro and a $10 billion agreement for AMD [4][5]. Group 2: Market Trends - The collaboration between AMD and NVIDIA in the Middle East is expected to yield substantial GPU orders, with NVIDIA projected to supply 500,000 GPUs annually to the UAE [4]. - Citigroup highlighted Tencent's new QBot browser as a significant milestone in its AI development, maintaining a buy rating with a target price of HKD 695 [7]. - Microsoft is expanding its Azure AI Foundry, introducing new models and enhancing its capabilities for developers, indicating a shift towards a more platform-like structure [10][11]. Group 3: Legal and Regulatory Challenges - Apple faces significant challenges due to ongoing legal disputes with Epic Games and Google, which could impact its lucrative services business, projected to generate $96.17 billion in FY2024 [12][13]. - The legal ruling requiring Apple to allow third-party transactions on iOS could threaten its revenue from developers, estimated at $7 billion, potentially impacting earnings per share by 6% [13][15].