第一财经·2025-10-31 14:32Group 1 - Nvidia has announced a significant AI collaboration plan with the South Korean government and companies, involving the deployment of over 260,000 Nvidia GPUs for physical AI and agentic AI [1] - Intel is in preliminary talks to acquire AI chip startup SambaNova, with any deal potentially valuing the company below its $5 billion valuation from a 2021 funding round [2] - CoreWeave has announced the acquisition of AI development platform Marimo to unify the workflow for generative AI developers [3] Group 2 - Apple is significantly increasing its investment in AI, with expected operating expenses for the next quarter projected between $18.1 billion and $18.5 billion [4] - Amazon's AI shopping assistant Rufus is expected to generate an additional $10 billion in annual sales [5] - A new open-source embodied intelligence robot project is set to launch in the first quarter of 2026, including hardware, software algorithms, and developer courses [6] - Pony.ai and Xihu Group have launched the first pilot of their seventh-generation L4 autonomous driving vehicles (Robotaxi) in Shenzhen, with plans to expand the operational range [7]