券商中国·2025-11-19 15:09Core Viewpoint - Concerns about an AI valuation bubble persist in the market, yet major chip companies continue to make significant investments in the sector [1] Group 1: Investment in AI Startup Anthropic - Microsoft and NVIDIA plan to invest up to $15 billion in AI startup Anthropic, raising its valuation to $350 billion from $183 billion in September [2][4] - Anthropic will purchase $30 billion worth of computing power from Microsoft's Azure cloud platform, committing to a capacity of up to 1 billion watts [2][3] - This investment reflects the growing interdependence between cloud computing, chip suppliers, and leading AI developers, with concerns about potential cyclical AI transaction bubbles [3] Group 2: GlobalFoundries Acquires AMF - GlobalFoundries announced the acquisition of Singapore-based silicon photonics chip manufacturer AMF, aiming to become the largest silicon photonics chip manufacturer globally [5] - The acquisition will enhance GlobalFoundries' technology portfolio and production capabilities in Singapore, complementing its existing capabilities in the U.S. [5][6] - Silicon photonics technology is crucial for AI infrastructure, enabling high-speed, energy-efficient data transmission [6] Group 3: Arm and NVIDIA Collaboration - Arm announced the integration of its Neoverse platform with NVIDIA's NVLink Fusion technology, facilitating easier pairing of Arm-based CPUs with NVIDIA GPUs for large-scale data center operators [8][9] - The Neoverse platform is designed for high-efficiency and high-performance scalability, with expectations to capture 50% of the global market share in top-tier data centers by 2025 [8] - This collaboration signifies NVIDIA's strategy to open its NVLink platform for integration with various custom chips, reinforcing its central role in the AI industry [9]