Group 1 - The global capital markets are experiencing significant volatility, with European stock markets and the Nasdaq index reaching historical highs, driven primarily by the strong performance of Nvidia [1][5] - Nvidia's stock price reached a record high of $164.22, closing at $162.88, resulting in a market capitalization of $3.99 trillion, surpassing the combined market value of all components in the UK FTSE 100 and French CAC 40 indices [1][3] - Analysts are optimistic about Nvidia's future, with Loop Capital setting a target price of $250, and projections indicating that major tech companies like Microsoft, Google, and Meta will allocate over 40% of their $350 billion capital expenditure plans to Nvidia's data center business [3] Group 2 - The Nasdaq China Golden Dragon Index fell by 1.11%, with notable volatility in Chinese stocks, particularly Rongzhi Group, which saw its stock price surge by 171% in one day after announcing a plan to sell securities [6] - Other Chinese stocks, such as JD.com and Bilibili, experienced declines, indicating a broader trend of adjustment in the Chinese market [6] - Despite the bullish sentiment in US tech stocks, the A-share market did not follow suit, with the Shanghai Composite Index slightly declining and the banking sector showing mixed performance [7]

（原标题：OpenAI"巨无霸"数据中心计划：重塑全球AI算力版图） 在人工智能技术竞争白热化的当下，OpenAI正以一场前所未有的算力基建革命改写行业规则。据多方 消息披露，这家AI巨头正联合阿联酋科技公司G42，在阿布扎比沙漠中打造一座占地10平方英里（约26 平方公里）、耗电量达5吉瓦的超级数据中心。这座相当于五个核反应堆装机容量的"巨无霸"设施，不 仅将成为全球最大AI基础设施之一，更标志着全球AI算力竞争进入全新维度。 沙漠中的算力"核电站" 这座尚未正式命名的数据中心园区，其规模已超越微型国家摩纳哥的国土面积。项目核心设计参数令人 震撼：5吉瓦的装机容量相当于美国得克萨斯州阿比林"星际之门1号"项目的四倍，可同时为300万个美 国家庭供电。知情人士透露，该项目将采用模块化设计，由多家企业共享算力资源，这种"算力联邦"模 式既降低单方投资风险，又能快速响应全球AI研发需求。 阿布扎比项目只是OpenAI算力蓝图的冰山一角。其"星际之门"计划明确提出，将在2029年前在美国本 土投资5000亿美元，建设5-10个超算园区，每个园区均具备1吉瓦以上电力支持能力。目前得州阿比林 的首个园区已进入实质建设阶 ...