虎嗅APP·2025-10-23 23:59Group 1 - Intel reported a revenue of $13.65 billion for Q3 2025, a year-on-year increase of 2.8%, with an adjusted gross margin of 40% and adjusted EPS of $0.23, compared to a loss of $0.46 per share in the same period last year [1] - Intel expects Q4 revenue to be between $12.8 billion and $13.8 billion, with an adjusted gross margin of 36.5% and adjusted EPS of $0.08, below market expectations of $0.10 [1] Group 2 - Nvidia is collaborating with Uber to utilize large-scale real driving data to accelerate advancements in autonomous driving technology [3] - Uber's stock price rose by 3.5% following the announcement of the partnership with Nvidia [4] Group 3 - Demand for the domestic version of iPhone Air is lower than expected, leading to significant production cuts, with analysts predicting an over 80% reduction in capacity for most suppliers by Q1 2026 [5] - Apple plans to cut production of iPhone Air by 1 million units while increasing production of the iPhone 17 series by 2 million units [5] Group 4 - Anthropic confirmed a multi-billion dollar partnership with Google Cloud, gaining access to up to 1 million TPU chips and over 1 gigawatt of computing power [6][7] - Anthropic will use Google Cloud to train and deploy the next generation of its Claude model [8] Group 5 - The Chinese government announced that Vice Premier He Lifeng will lead a delegation to Malaysia for economic and trade consultations with the U.S. from October 24 to 27 [9] Group 6 - Meta plans to lay off approximately 600 employees in its AI division to streamline operations, affecting key personnel including Yuandong Tian and Yann LeCun [10]