AI日报丨苹果挑战Meta全力转向AI智能眼镜，马斯克成个人财富达5000亿美元

Group 1 - The article highlights the rapid development of artificial intelligence (AI) technology, presenting significant opportunities in the market [2] - Citic Lyon raised Alibaba's (BABA.N) target price by 29% to $200, citing stronger-than-expected AI demand and projected capital expenditures exceeding 380 billion RMB over the next three years [4] - Alibaba's global data center electricity consumption is expected to grow tenfold by 2032 compared to 2022, with the launch of its flagship model Qwen3-Max featuring over 1 trillion parameters [4] Group 2 - Apple (AAPL.O) has chosen to collaborate with OpenAI for generative AI integration into its iPhone operating system, despite ongoing legal disputes with Elon Musk's xAI [6] - Apple is requesting a Texas judge to dismiss a lawsuit claiming it favored OpenAI over Musk's company, arguing that the allegations are based on speculation [6] - Fermi, an AI infrastructure REIT, debuted on the US stock market with a 54.9% increase, reaching a market capitalization of nearly $19.3 billion [7] Group 3 - Intel is reportedly in early-stage negotiations to include AMD as a factory client, although details on the extent of any potential agreement remain unclear [7] - Apple has paused the development of its Vision Pro lightweight headset to focus on AI-driven smart glasses, aiming to compete with Meta in this sector [9] - Elon Musk has become the first person in history to surpass a net worth of $500 billion, primarily due to his stakes in Tesla, xAI, and SpaceX [10]