Group 1 - OpenAI is reportedly planning to build a large data center in India, which may mark a significant step for its Stargate AI infrastructure in Asia, with a capacity of at least 1GW [5][6] - Alibaba has developed a new AI chip aimed at filling the gap left by NVIDIA in the Chinese market, leading to a stock surge of over 19%, the largest single-day increase since March 2022, with a market capitalization exceeding HKD 2.61 trillion [5][6] - TSMC is considering a price increase of 5% to 10% for all high-end process technologies by 2026 to offset U.S. tariffs, currency fluctuations, and supply chain pressures, which will impact major clients like NVIDIA and Apple [6][7] Group 2 - Elon Musk's xAI has filed a lawsuit against a former employee for allegedly providing proprietary information to OpenAI, claiming the employee took advanced AI technology superior to ChatGPT when leaving [10][11] - The lawsuit highlights ongoing tensions between Musk and OpenAI, which he co-founded in 2015 but left in 2018, and follows previous legal actions involving Musk against OpenAI and Microsoft [11]
AI日报丨取代英伟达？阿里巴巴“芯片备胎”计划曝光！填补英伟达在中国市场的空白
美股研究社·2025-09-01 10:50