突发！特朗普：100%关税！AI，也传出重磅消息

Core Viewpoint - The article discusses the significant developments in the semiconductor and AI sectors, highlighting the potential impact of U.S. tariffs on chips and the soaring valuation of OpenAI, which reflects the growing confidence in AI technology and its market potential [1][2][3]. Group 1: Tariffs and Market Reactions - U.S. President Trump announced plans to impose approximately 100% tariffs on chips and semiconductors, while stating that no fees would be charged for domestic manufacturing [1]. - Following the tariff announcement, Apple’s stock rose over 3% in after-hours trading, and TSMC's ADR increased nearly 2.9% [2]. Group 2: OpenAI Valuation Surge - OpenAI is reportedly negotiating a potential equity sale that could value the company at around $500 billion, a significant increase from its previous valuation of $300 billion in March 2023 [3][4]. - The valuation of OpenAI has skyrocketed by over 1500% in just over two years, from approximately $300 million in Q2 2023 to $500 billion [3][4]. Group 3: Employee Retention and Market Dynamics - OpenAI is exploring secondary stock sales to provide liquidity for employees and retain talent amid competition from companies like Meta, which is aggressively recruiting top talent [4]. - The company has recently launched new products and platforms, with ChatGPT's weekly active users expected to reach 700 million, up from 500 million in March [4]. Group 4: AI Sector Growth and Investment - AI concept stocks have been active in the A-share market, with significant gains in various companies, reflecting the robust growth driven by AI technologies [6]. - Major tech companies are increasing their capital expenditures significantly, with Google planning to raise its 2025 capital expenditure from $75 billion to $85 billion, primarily for AI-related investments [6][8]. Group 5: Data Center and Cooling Technology Trends - The global data center market is projected to grow at a double-digit rate, reaching $163.25 billion by 2027, with a notable increase in liquid cooling technology adoption [7]. - The demand for data center hardware is expected to rise due to the expansion of data centers and the increasing importance of power supply and cooling systems [8].