聚焦于AI芯片的初创公司Groq在当地时间周三证实，该初创公司经历新融资后估值大约69亿美元，在 新一轮融资中筹集了7.5亿美元。该公司乃"AI芯片霸主"英伟达(NVDA.US)的最大竞争对手之一，论竞 争对手们AI芯片领域的市场规模，可能仅次于美国芯片巨头博通与AMD。 这一最新的融资数据可谓高于7月融资传闻流出时的数字。当时有不少媒体报道称，本轮融资约为6亿美 元，估值接近60亿美元。 PitchBook的预测数据显示，Groq今年迄今已累计融资超过30亿美元，融资规模堪比Anthropic等AI超级 独角兽。 LPU从技术路线角度来看，是为推理场景定制的 AI ASIC，而非通用GPU，该公司将系统形态 GroqCard/GroqNode/GroqRack，明确归类为定制推理ASIC。 Groq是何方神圣? Groq 之所以在全球资本市场炙手可热，主要因为其致力于打破份额高达90%的AI芯片超级霸主英伟达 对科技行业AI算力基础设施的强势控制。 Groq所开发的芯片并非通常为AI训练/推理系统提供动力的AI GPU。相反，Groq将其称为 LPU(language processing units，语言 ...

Nscale从加密货币挖矿基础设施提供商Arkon Energy分拆出来，于2024年5月正式成立。同样将微软和 OpenAI列为合作伙伴的CoreWeave公司也起源于加密货币领域，这使其拥有建设高性能数据中心的经 验。源自俄罗斯互联网巨头Yandex的荷兰云计算基础设施公司Nebius Group NV本月签署协议，将向微 软提供高达194亿美元的人工智能算力。 新云公司的卖点在于，它们让企业能够更灵活地使用高性能芯片和其他AI相关服务，而无需承担资本 支出。与传统数据中心运营商不同，像Nscale和Coreweave这样的公司直接提供AI计算能力：准备好即 用的英伟达芯片。它们还提供比需要多年承诺的传统公司更短的租赁期。 这家成立仅16个月的英国初创企业属于新一代"新云"公司，这些公司专门运营和出租为人工智能及其他 数据密集型工作负载设计的数据中心容量，这些中心通常装满被称为图形处理器(GPU)的先进芯片。 尽管是经验有限的新入局者，它们仍从投资者和债权人那里获得了巨额资金来建设这些中心。它们的崛 起凸显出硅谷巨头和各国政府对获取更多人工智能算力的迫切程度。 这是一项高风险的业务。Nscale现在需要负 ...

"董明珠健康家"半年开970家 非空调品类销量上升 格力官方消息显示，截至目前"董明珠健康家"在全国已建设970家门店。其中，293家开业超30天的门店零售总额约3.9亿元，今年计划开3000家。 相较传统卖场模式，"董明珠健康家"通过场景化体验、可视化数据、智能交互三大手段，为消费者提供智能健康生活整体解决方案。据悉，"董明珠健康 家"对格力旗下非空调品牌销售带动明显。非空调品类销售占比逐渐上升。 据悉，今年格力电器目标是建成3000家"董明珠健康家"。 2025 vivo 开发者大会定档10月10日 9月16日，vivo官宣2025 vivo开发者大会将于10月10日在深圳国际会展中心举行。 届时，vivo 将率先公布其"AI 战略"，并推出全新的 OriginOS 6、自研蓝河操作系统 BlueOS 3.0。后续，vivo 还将公布其"安全、人文及生态共建"计划。 此外，vivo 还将公布全新端侧多模态大模型、蓝心智能体、AQ + 蓝心小V、全新 vivo 智能车载、三方生态建设等领域的新成果。 安卓版微信也能发实况照片？客服：适配中 9月16日，不少网友在社交平台发帖称，微信聊天可以发送实况图。当天， ...

（一）重要市场新闻 1、当地时间9月17日，美联储最新的联邦公开市场委员会（FOMC）货币政策会议纪要显示，美联储决 定将联邦基金利率目标区间下调25个基点，至4.00%~4.25%之间。这是美联储自2024年12月以来的首次 降息。美股三大指数收盘涨跌不一，道指涨0.57%，纳指跌0.33%，标普500指数跌0.1%；大型科技股涨 跌互现，英伟达跌超2%，甲骨文跌超1%，奈飞涨超2%，特斯拉涨超1%，苹果、微软小幅上涨。中概 股多数上涨，纳斯达克中国金龙指数涨2.85%，百度涨超11%，蔚来涨超6%，阿里巴巴、哔哩哔哩、理 想汽车涨超2%。 2、国际贵金属期货普遍收跌，COMEX黄金期货跌0.82%，报3694.60美元/盎司；COMEX白银期货跌 2.15%，报41.99美元/盎司。国际油价小幅下跌，美油主力合约收跌0.85%，报63.97美元/桶；布伦特原 油主力合约跌0.83%，报67.90美元/桶。欧洲三大股指收盘涨跌不一，德国DAX指数涨0.13%报23359.18 点，法国CAC40指数跌0.4%报7786.98点，英国富时100指数涨0.14%报9208.37点。 （二）行业掘金 1、9月16 ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 1、当地时间9月17日，美联储最新的联邦公开市场委员会（FOMC）货币政策会议纪要显示，美联储决 定将联邦基金利率目标区间下调25个基点，至4.00%~4.25%之间。这是美联储自2024年12月以来的首次 降息。美股三大指数收盘涨跌不一，道指涨0.57%，纳指跌0.33%，标普500指数跌0.1%；大型科技股涨 跌互现，英伟达跌超2%，甲骨文跌超1%，奈飞涨超2%，特斯拉涨超1%，苹果、微软小幅上涨。中概 股多数上涨，纳斯达克中国金龙指数涨2.85%，百度涨超11%，蔚来涨超6%，阿里巴巴、哔哩哔哩、理 想汽车涨超2%。 2、国际贵金属期货普遍收跌，COMEX黄金期货跌0.82%，报3694.60美元/盎司；COMEX白银期货跌 2.15%，报41.99美元/盎司。国际油价小幅下跌，美油主力合约收跌0.85%，报63.97美元/桶；布伦特原 油主力合约跌0.83%，报67.90美元/桶。欧洲三大股指收盘涨跌不一，德国DAX指数涨0.13%报23359.18 点，法国CAC40指数跌0.4%报7786.98点，英国富时100指数涨0.14%报9208.37 ...

热门中概股多数上涨，纳斯达克中国金龙指数收涨2.85%。百度涨超11%，蔚来涨超6%，阿里巴巴、哔 哩哔哩、理想汽车涨超2%。 格隆汇9月18日｜美联储宣布降息25个基点，美股三大指数收盘涨跌不一，道指涨0.57%，纳指跌 0.33%，标普500指数跌0.1%。大型科技股涨跌互现，英伟达跌超2%，甲骨文跌超1%，奈飞涨超2%， 特斯拉涨超1%。 ...

[Music] That's the closing bell on Wall Street. And now it's market domination overtime. Let's see where the major averages did up today.The Dow it looks like we're going to finish up about 216 point 260 points. The S&P 500, your broad gauge is going to be down about a tenth of a percent. Tech heheavy NASDAQ is going to finish down about a third of a percent.and Russell 2000. Meanwhile, your small caps that finishes in the green up about half a percent. Turning now to data and markets editor Jared Blickery ...

Core Insights - Nscale, a UK-based AI infrastructure provider, has rapidly emerged as a key player in the AI market, raising $155 million in Series A funding last year and securing close to $700 million in capital from Nvidia [2][3]. - The company has signed a significant five-year agreement worth $6.2 billion with Microsoft and Aker to develop hyperscale AI infrastructure in Europe, particularly in Norway [4]. - Nscale is also collaborating with OpenAI on a $1 billion project to establish a data center in Norway, aiming to deploy 100,000 Nvidia GPUs by 2027 [5]. Company Development - Nscale was established as a spin-off from Arkon Energy, which initially focused on cryptocurrency mining, to meet the growing demand for AI-capable data centers [6]. - The company has quickly built a robust pipeline, growing its AI data center capacity from 300 megawatts to 1.3 gigawatts within a year [20]. - Nscale's CEO, Josh Payne, emphasized the need for large AI infrastructure projects in Europe to address computing capacity shortages and market fragmentation [8]. Strategic Partnerships - Nscale has been named an AI infrastructure partner for major companies including Nvidia, Microsoft, and OpenAI, highlighting its strategic importance in the AI ecosystem [4][10]. - Microsoft has committed $15.5 billion to new computing equipment in the UK, with plans to build the largest supercomputer in the country in collaboration with Nscale [12]. - OpenAI plans to deploy 8,000 GPUs in the first phase of the Stargate U.K. project, with potential expansion to 31,000 GPUs [15]. Financial Backing and Growth - Nvidia has made a £500 million ($683 million) equity investment in Nscale, viewing it as a potential national champion for AI infrastructure in the UK [17]. - Nscale's rapid growth trajectory is comparable to that of CoreWeave, which has a market cap of $58 billion and has also transitioned from cryptocurrency to AI infrastructure [7]. - The company aims to deploy 50,000 GPUs by the end of 2025 and 150,000 by the end of 2026, supported by its recent funding and partnerships [24]. Market Context - The European market is increasingly focused on "sovereign AI," which requires data centers and AI workloads to be located within Europe, positioning Nscale as a critical player in this initiative [8]. - The UK government has laid out an AI "action plan" to reduce bureaucracy and support the domestic AI sector, further enhancing Nscale's growth prospects [8].

Welcome back to Market on Close. I'm Marley Caden here in Chicago alongside Sam Vadis at the New York Stock Exchange. We'd like to close out today's show with some thoughts on the session today.You know, for me, StubHub is now a publicly traded company, the one in a line of many IPOs we've seen. They opened a trading slightly above the offering price of 2350 per share. The Stump of IPO price late Tuesday, raised about $800 million for the ticket resale marketplace, selling 34 million shares at that price.No ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe morning started off mixed as traders waited on the Fed’s policy announcement, and there was no shortage of big headlines.Nvidia dipped after word got out that China is blocking its chips, while all eyes were on Jerome Powell for clues about the interest rate outlook and the state of the economy.As expected, the Fed cut rates by 0.25% and signaled two more cuts may be on deck this year. Powell called it a “risk managem ...