美股研究社·2025-11-05 11:56Group 1 - The AI investment competition "Alpha Arena" concluded with Alibaba's Qwen winning the championship, achieving a return of 22.32%, while four major US models, including GPT-5, suffered significant losses [5] - Nvidia and Deutsche Telekom announced a partnership to build a €1 billion ($1.2 billion) data center in Germany, aimed at enhancing AI infrastructure and increasing Germany's AI computing power by approximately 50% [6][11] - Fermi Inc. received preliminary approval to construct a low-emission natural gas power plant to supply its AI park, targeting a total capacity of 11 GW by 2038 [7] Group 2 - Caterpillar plans to double its gas turbine production capacity to meet the rising demand for energy in data centers and AI applications, with a record backlog of orders [8] - Elon Musk clarified that Tesla's AI5 chip will not enter mass production until 2027, while the AI6 chip is expected to be produced in mid-2028 [9] - Apple is preparing to launch a low-cost laptop aimed at competing with Chromebooks and entry-level Windows PCs, priced below $1,000 [12][13] Group 3 - Amazon issued a cease-and-desist letter to Perplexity AI, accusing it of violating service terms by allowing its AI agent to shop online without disclosing its identity [14] - Reports indicate that US officials blocked discussions regarding Nvidia's advanced chip sales to China, reflecting ongoing tensions in US-China relations [15]