Group 1 - Trump initially called for Intel CEO Chen's resignation but later praised his achievements, indicating a shift in the administration's stance towards the company [2] - Nvidia and AMD have agreed to pay 15% of their revenue from chips sold to China to the U.S. government in exchange for export licenses, highlighting the ongoing regulatory pressures in the semiconductor industry [3][4] - Ant Group and China Rare Earth Group denied rumors about collaborating to create a rare earth-backed stablecoin, emphasizing the importance of verifying information in the financial sector [20][23] Group 2 - Tesla is simplifying its AI chip research by focusing on inference chip development, which may impact its competitive positioning in the AI hardware market [17] - OpenAI has reinstated the GPT-4o model for ChatGPT Plus users after user backlash against the discontinuation, reflecting the company's responsiveness to customer feedback [18][19] - GAC Aion plans to invest up to 30% in Huawei's automotive venture, indicating a renewed collaboration between the two companies in the high-end automotive market [25][26]
早报 | 泡泡玛特回应撞脸名创优品;英伟达同意上缴15%收入换出口许可;胖东来回应招聘刑释人员;特朗普对英特尔CEO态度反转